Integrations Harvestr wise agent crm
Harvestr + wise agent crm

Connect Harvestr and wise agent crm to Build Intelligent Automations

Choose a Trigger

Harvestr

When this happens...

Choose an Action

wise agent crm

Automatically do this!

Enable Integrations or automations with these events of Harvestr and wise agent crm

Enable Integrations or automations with these events of Harvestr and wise agent crm

Triggers

New User Is Created

New User Is Created

Runs when new user is created

Company Is Created

Company Is Created

Runs when company is created

New Discovery Created

New Discovery Created

Runs when new discovery created

New Message Created

New Message Created

Runs when new message created

New Submitter

New Submitter

Runs when New Submitter

Request a new Trigger for Harvestr

Actions

Create Message

Create Message

Create a new inbox message

Create Company

Create Company

Add a new company

Search Discoveries

Search Discoveries

Find discoveries by filters

List Company Attributes

List Company Attributes

Show all company attributes

List User Attributes

List User Attributes

Show all user attributes

Create New User

Create New User

Add a new user

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Frequently Asked Questions

How do I start an integration between Harvestr and wise agent crm?

To start, connect both your Harvestr and wise agent crm accounts to viaSocket. Once connected, you can set up a workflow where an event in Harvestr triggers actions in wise agent crm (or vice versa).

Can we customize how data from Harvestr is recorded in wise agent crm?

Absolutely. You can customize how Harvestr 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.

How often does the data sync between Harvestr and wise agent crm?

The data sync between Harvestr and wise agent crm typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Harvestr to wise agent crm?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Harvestr and wise agent crm?

Yes, you can set conditional logic to control the flow of data between Harvestr 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.

Harvestr

About Harvestr

Harvestr is a product management tool that lets you centralize user feedback, prioritize features and communicate on your roadmap.

Learn More
wise agent crm

About wise agent crm

Wise Agent CRM helps Realtor's become pros by automating their leads, responses, appointments, and transactions.

Learn More