Zapier Integration

Connecting Apps with the REISift and Zapier Integration

Kylie avatar
Written by Kylie
Updated over a week ago

Our Zapier integration can be used to connect your REISift account with other apps that we may not have a direction integration with. The Zapier integration is available on all plans.

REISift is an Action in Zapier, meaning we can receive data from another platform or app that allows for a trigger.

Currently we aren't able to send information from REISift to another app using Zapier (trigger) however we plan to add additional Zapier options in the future so keep an eye out! 👀

Getting Started

To set up the integration you will need an REISift account and a Zapier account. If you have not created a Zapier account yet, please head over to zapier.com and create an account.

Next, click here -> Zapier Integration Private Invite Link to accept the private invite.

Note: REISift is a private app on Zapier, you will need to accept the private invite link in order to set up the integration. Because we are a private app, you won't see REISift as an option when searching apps that work with Zapier, however we CAN integrate with zapier through the private invite link.

Creating a Zap

Once you've clicked the private invite link, select Accept invite and build a Zap.

To get started, select create a Zap.

Trigger

The first step of the Zap is going to be the trigger. The trigger is the app or platform you want to send information from. Search for and select the app.



Next, select the Event (this is what starts the Zap).

Action

The Action is the REISift step of the zap. Search for REISift and select the latest version of the app.


Now select the Event, or the action that you want to be completed from the trigger.

Possible Actions:

Event

Description

Add Lists to Property

Adds the specified lists to a property.

Add Phone Status to Owner's phones

Adds the specified phone status to phones using mailing address

Add Phone Status to phones

Adds the specified phone status to phones using phone number only

Add Phone Status to Property's phones

Adds the specified phone status to phones using property address

Add Phone Tags to Owner's phones

Adds the specified phone tags to phones using mailing address

Add Phone Tags to Phones

Adds the specified phone tags to phones using phone number only

Add Phone Tags to Property's phones

Adds the specified phone tags to phones using property address

Add Status to Property

Adds the specified Property Status to properties. Includes Custom Statuses.

Add Tags to Property

Adds the specified lists to a property.

Assign user to Property

Assigns the record to the selected team member in your account

Create Owner

Creates an Owner Record only using owner information

Create/Update Property

Creates a new property or updates an existing property

Integrating Your Account

After clicking continue, select Sign In.

After signing in you'll be prompted to enter in your API Key. Navigate to the Settings -> Integrations -> Zapier section of your REISift account, and click to copy the API key.

Note: Clicking the eye icon allows you to view the api key. The blue refresh button generates a new api key. If you generate a new api key you will need to update your API key in Zapier to match.

Next, paste the API key in Zapier and click Yes, Continue to REISIft.


After clicking continue, you'll finish out the information you're wanting the Zap to update. Each action you select will have required information. Please complete all required fields before continuing.

Troubleshooting Errors

If you are seeing errors, you can view more details of the error on the right sidebar of the zap.

Some common errors include:

Authentication Credentials Not Provided

This happens if the API key is not correct, or does not match what's in your REISift account. To fix, Navigate to the Settings -> Integrations -> Zapier section of your REISift account, copy the API key and update the API key in Zapier.

Phone number, address, email, or other information not in the correct format

Check the information being entered or mapped. For Property Street, we are expecting street address only, for emails and phone numbers they will need to be in the correct format. Including letters in the phone number field will cause an error.

The app returned not found

Adding lists, tags, property status, phone numbers, phone status, phone tags looks for the record to already exist in REISift. If the record does not exist, the app will return "not found" and will be unable to update. If you are looking to send a new property, use the Create/Update Property action instead.


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