LeadSimple + SiteCapture

Update LeadSimple processes when SiteCapture project statuses are updated

Effortlessly keep your project statuses up to date with this workflow. When a project status is updated in SiteCapture, it triggers an update in the process action within LeadSimple, ensuring your team always has the most current information. Streamline your project management and improve communication between the two platforms with this handy automation.

When this happens...
Project Status Updated
Triggers when the project status has been updated.
TriggerScheduled
automatically do this!
Update Process
Updates a Process. You'll need to specify a Process Type and a Stage.
ActionWrite

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Supported triggers and actions

What does this mean?

- Template Key
- StatusRequired
- Include Images and Report
- Include originals (high res) in images zip file
- Only include flagged photos in images zip file
- Include folders in images zip file
- Include Template Fields
- Report Type
- Retrieve only recent projects updated in 60 minutes
- Maximum number of Projects to retrieve
Trigger
Scheduled
Try It
- Project IdRequired
- User IdRequired
- Notify User
- Remove Previous Assignee Access
Action
Write
- Project IdRequired
Action
Write
- Project IdRequired
- Send initial Email
- Send Email Reminders
Action
Write
- KeyRequired
Action
Search

- IdRequired
- Include Images and Report
- Include originals (high res) in images zip file
- Only include flagged photos in images zip file
- Include folders in images zip file
- Needed Field keys in field groups
Action
Search
- IdRequired
Action
Search

Lead Changes Pipeline
Triggers when a lead changes pipelines.
Trigger
Instant
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Lead Changes Tags
Triggers when a lead's tags change.
Trigger
Instant
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Lead Opens Email
Triggers when a lead opens email.
Trigger
Instant
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Inbound Conversation Created
Triggers when an inbound conversation is created.
Trigger
Instant
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Process Changes Stage
Triggers when a process changes stages.
Trigger
Instant
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Process Created
Triggers when a new process is created.
Trigger
Instant
Try It
Task Completed
Triggers when a task is completed.
Trigger
Instant
Try It
- From NumberRequired
- To NumberRequired
- Call Duration (in seconds)
- Call Recording URL
- Description
- Outcome
- Created At
Action
Write
- LeadRequired
- Note TextRequired
- Created At
Action
Write
- ProcessRequired
- Note TextRequired
- Created At
Action
Write
- ContactRequired
- First Name
- Last Name
- Company/Secondary Name
- Email Addresses
- Mobile Phone Number
- Home Phone Number
- Office Phone Number
- Mailing Address
- Mailing Address City
- Mailing Address State
- Mailing Address Zip Code
- Tags
Action
Write
- PipelineRequired
- LeadRequired
- Name
- Comments
- Tags
- Stage
- Assignee
- Num Units
- Contact IDs
- Property IDs
- Unit IDs
Action
Write
- PropertyRequired
- Property Type
- Address Line 1
- Address City
- Address State
- Address Zip Code
- Tags
Action
Write
- SearchRequired
Action
Search
- Process Type
- SearchRequired
Action
Search
- PropertyRequired
- SearchRequired
Action
Search
- IDRequired
Action
Search

- Project IdRequired
Action
Write
- Template KeyRequired
- Container Project Id
Action
Write
- Project IdRequired
Action
Write
- Project IdRequired
- Due date
- Status
- Fields
Action
Write
- Project IDRequired
- Capture timestamp on the photos
- Only include original photos
- Have the photo organized into folders
- Include a csv containing project data in the zip
Action
Search
- Project IDRequired
Action
Search
Call Completed
Triggers when a new call is completed.
Trigger
Instant
Try It
Lead Changes Stage
Triggers when a lead changes stages.
Trigger
Instant
Try It
Lead Created
Triggers when a new lead is created.
Trigger
Instant
Try It
Lead Is Reassigned
Triggers when a lead is reassigned.
Trigger
Instant
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Outbound Conversation Created
Triggers when an outbound conversation is created.
Trigger
Instant
Try It
Process Changes Tags
Triggers when a process changes tags.
Trigger
Instant
Try It
Process Reassigned
Triggers when a process is reassigned.
Trigger
Instant
Try It
Task Created
Triggers when a task is created.
Trigger
Instant
Try It
- Name
- Comments
- PipelineRequired
- StageRequired
- Source
- Assignee
- Tags
- Created At
- Closed At
- Cost
- Value
- Num Units
- Full Name
- Email Addresses
- Company Name
- Mobile Phone Number
- Office Phone
- Home Phone
- Mailing Address
- Mailing Address City
- Mailing Address State
- Mailing Address Zip Code
- Street Address
- City
- State
- Zip Code
- Property Type
- Bathrooms
- Bedrooms
- Occupancy
- Square Feet
- Estimated Rent
- Lease start date
- Lease end date
Action
Write
- Name
- Comments
- Process TypeRequired
- StageRequired
- User
- Tags
- Due At
- Property
- Unit
Action
Write
- ConversationRequired
- TagRequired
Action
Write
- ConversationRequired
- Assignee
- Status
- Snooze Expiration
Action
Write
- Process TypeRequired
- ProcessRequired
- Name
- Comments
- Tags
- Stage
- Assignee
Action
Write
- PropertyRequired
- UnitRequired
- Unit Number
- Num Bedrooms
- Num Bathrooms
- Occupancy
- Square Feet
- Estimated Rent
- Delinquent Rent
- Lease Start Date
- Lease End Date
- Tags
Action
Write
- PipelineRequired
- SearchRequired
Action
Search
- SearchRequired
Action
Search
- SearchRequired
Action
Search
- IDRequired
Action
Search

About LeadSimple

LeadSimple is the CRM that property management and real estate companies use to scale and grow.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About SiteCapture

SiteCapture is a field reporting tool to collect photos and data from a job site. SiteCapture is used in home service industries such as solar to improve time and accuracy of site survey and system installations. Take photos and sync in real time for the most advanced technology in field services.

Help

Related categories

Project Management

LeadSimple + SiteCapture

Update LeadSimple processes when SiteCapture project statuses are updated

Project Status Updated

Template Key

Include Images and Report

Include originals (high res) in images zip file

Only include flagged photos in images zip file

Include folders in images zip file

Include Template Fields

Report Type

Retrieve only recent projects updated in 60 minutes

Maximum number of Projects to retrieve

Assign Project

Notify User

Remove Previous Assignee Access

Get Project Documents

Send Project URL to Recipient

Send initial Email

Send Email Reminders

Company by Key

Project by Id

Include Images and Report

Include originals (high res) in images zip file

Only include flagged photos in images zip file

Include folders in images zip file

Needed Field keys in field groups

User by Id

Lead Changes Pipeline

Lead Changes Tags

Lead Opens Email

Inbound Conversation Created

Process Changes Stage

Process Created

Task Completed

Create Call

Call Duration (in seconds)

Call Recording URL

Description

Outcome

Created At

Create Lead Note

Created At

Create Process Note

Created At

Update Contact

First Name

Last Name

Company/Secondary Name

Email Addresses

Mobile Phone Number

Home Phone Number

Office Phone Number

Mailing Address

Mailing Address City

Mailing Address State

Mailing Address Zip Code

Tags

Update Lead

Name

Comments

Tags

Stage

Assignee

Num Units

Contact IDs

Property IDs

Unit IDs

Update Property

Property Type

Address Line 1

Address City

Address State

Address Zip Code

Tags

Search Contact

Search Process

Process Type

Search Unit

Get Lead

Archive Project