
When this happens...
New Ideas
Recently Updated Ideas

Automatically do this!
Create Contact
Find Contact
Find Listing
Upload Image for Listing
Upload Document for Listing
Create Lead
Create Contact Note
Update Contact Note
Update Lead
Find Contact By Email
Find Lead
Create Notification
Create Listings Note
Update Listings Note
Create Listings
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new idea is created.
Fetch ideas from the selected mission that were updated within the specified recent time window, returned newest first.
Triggers when a contact is created.
Triggers when a contact is updated.
Triggers when a lead is created.
Triggers when a lead is updated.
Action is the task that follows automatically within your Ideanote integrations.
Add a new idea to a chosen Ideanote mission with title, description, optional owner and attachments; returns the created idea's details.
Create a new IdeaNote user account and optionally send an invitation email with a custom message.
Creates a new contact
Finds a specific contact reference by the ID
Returns the listing specified by the ID.
Uploads an image to a listing

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Ideanote and Apex27 accounts to viaSocket. Once connected, you can set up a workflow where an event in Ideanote triggers actions in Apex27 (or vice versa).
Absolutely. You can customize how Ideanote data is recorded in Apex27. This includes choosing which data fields go into which fields of Apex27, setting up custom formats, and filtering out unwanted information.
The data sync between Ideanote and Apex27 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 Ideanote and Apex27. 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.
Ideanote is an easier and faster way for companies to collect, collaborate and act on ideas from customers and employees.
Learn MoreApex27 is a comprehensive real estate platform designed to streamline property management, sales, and lettings. It offers a suite of tools for estate agents to manage listings, client interactions, and transactions efficiently.
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