Connect Ebby and wise agent crm to Build Intelligent Automations
Choose a Trigger
When this happens...
New File Created
Choose an Action
Automatically do this!
- Request a new Action for wise agent crm
Enable Integrations or automations with these events of Ebby and wise agent crm
Enable Integrations or automations with these events of Ebby and wise agent crm
Triggers
New File Created
Triggers when new files are created within the selected time interval.
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- text is aiReplytoCommentSend a Private ReplyAdd Step
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- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Ebby and wise agent crm accounts to viaSocket. Once connected, you can set up a workflow where an event in Ebby triggers actions in wise agent crm (or vice versa).
Absolutely. You can customize how Ebby data is recorded in wise agent crm. This includes choosing which data fields go into which fields of wise agent crm, setting up custom formats, and filtering out unwanted information.
The data sync between Ebby and wise agent crm typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Ebby and wise agent crm. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Ebby
Ebby is a comprehensive platform designed to streamline and enhance the real estate transaction process. It offers tools and features that facilitate communication, document management, and transaction tracking for real estate professionals, ensuring a seamless experience for both agents and clients.
Learn MoreAbout wise agent crm
Wise Agent CRM helps Realtor's become pros by automating their leads, responses, appointments, and transactions.
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