BatchLeads + Podio

Opt out properties in BatchLeads whenever new tasks are created in Podio

Elevate your real estate management process with this workflow. Upon the creation of a new task in Podio, it promptly updates the corresponding property in BatchLeads. This efficient system between Podio and BatchLeads ensures accurate data and timely responses, providing a streamlined approach to enhance your property business operations.

When this happens...
New Task
Triggers when you add a new task.
TriggerScheduled
automatically do this!
Opt Out a Property
This action can be used to opt out a property from properties
ActionWrite

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Supported triggers and actions

- OrganizationRequired
- WorkspaceRequired
Trigger
Scheduled
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- OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
- View
Trigger
Scheduled
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New Organization
Triggers when you add a new org.
Trigger
Scheduled
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- Organization
- Workspace
- Application
Trigger
Scheduled
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- OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
Trigger
Scheduled
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- OrganizationRequired
- WorkspaceRequired
- TextRequired
Action
Write
- OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
- Item to be updatedRequired
Action
Write

SMS Message Is Sent to a Lead
Triggers when a new sms is sent to lead.
Trigger
Scheduled
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New Property Added
Triggers when a new property is added.
Trigger
Scheduled
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Property Is Skip Traced (Email Available)
Triggers when a new property is skip traced and email becomes available.
Trigger
Scheduled
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- From Date
Trigger
Scheduled
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SMS Lead Marked as "Follow Up"
Triggers when a new lead is marked as "Follow Up" lead in the BLS System.
Trigger
Scheduled
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SMS Lead Marked as "Refer to Realtor (Agent)"
Triggers when a new lead is marked as "Refer to Realtor (Agent)" lead in the BLS System.
Trigger
Scheduled
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- Phone NumberRequired
Action
Write
- Property IDsRequired
- List NameRequired
Action
Write
- Property IDsRequired
- Skip Trace NameRequired
Action
Write

- OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
- Field
- Action TypeRequired
Trigger
Instant
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- OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
- View
Trigger
Scheduled
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- OrganizationRequired
Trigger
Scheduled
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- Organization
- Workspace
- Application
- Label
- Responsible User
- Status
Trigger
Scheduled
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- OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
- File Attachment
Action
Write
- TextRequired
- Description
- Due On
- Labels
- Responsible User
- Reminder
- Organization
- Workspace
Action
Write
- OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
- Search FieldRequired
- Search Field ValueRequired
Action
Search
- From Date
Trigger
Scheduled
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Property Is Opted Out
Triggers when a property is Opted out.
Trigger
Scheduled
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Property Is Skip Traced (Phone Number Available)
Triggers when a new property is skip traced and phone number becomes available.
Trigger
Scheduled
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SMS Lead Marked as "DNC"
Triggers when a new lead is marked as "DNC" lead in the BLS System.
Trigger
Scheduled
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SMS Lead Marked as "Hot"
Triggers when a new lead is marked as "Hot" lead in the BLS System.
Trigger
Scheduled
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SMS Lead Marked as "Warm"
Triggers when a new lead is marked as "Warm" lead in the BLS System.
Trigger
Scheduled
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- List NameRequired
- Property AddressRequired
- Property Address 2
- Property CityRequired
- Property StateRequired
- Property ZIPRequired
- Mailing Address
- Mailing Address 2
- Mailing First Name
- Mailing Last Name
- Mailing City
- Mailing State
- Mailing ZIP
- Notes
- Opt outRequired
- Phone 1
- Phone 2
- Phone 3
- Phone 4
- Phone 5
Action
Write
- Property IDRequired
Action
Write

About BatchLeads

BatchLeads is a All-In-One platform for real estate professionals

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Podio

Podio is a collaborative work platform that's perfect for managing projects, teams, and anything else in your business that needs flexible apps that work the way you do.

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