Table of Contents

(1) Known Issues
(2) Requirements
(3) Overview
(4) Step by Step Instructions
(5) Data Available to Export with Zapier
(6) Triggers and Trigger Types

Known Issues 

(as of November 13, 2019)

  • Read the Requirements (below) carefully.
  • This is a private beta preview and our very first release. Test test test! Make sure your Zap works properly for 10 records before exporting 100. Then test 100 before 1,000. Set up a Daily Email Summary Alert for a List to validate successful exports to Zapier.

    If you discover something is not working as intended, please contact PropertyRadar support. Do not contact Zapier's support team for assistance with PropertyRadar's beta Zapier integration.
  • Request an invite by contacting PropertyRadar Support (in-app message is best). You will receive the invite by email from Zapier. Be on the lookout for it! Click on the link Zapier provides, accept the invite, and make a Zap!

Requirements

  1. A paid Pro plan subscription to PropertyRadar.

    It's best to have at least one list that you wish to export to Zapier saved. A record exported to Zapier counts as an export against the 10,000 monthly exports included in the Pro plan.

    Note: Exports, including exports via Zapier integration, are not available to free trial users
    . Book a demo if you do not have a paid Pro subscription and would like to review the beta Zapier integration and review sample data.
  2. A free or paid subscription to Zapier.

    The free version is great to start with to test, however it has certain limitations on the amount of data you can export (tasks). The free plan is limited to 100 tasks (exports to) per month.

    If you expect to export to Zapier records exceeding 100, a
    paid subscription plan with Zapier is required.

    Advanced automations and data management such as Multi-step Zaps, Filters, Formatters, and Custom Integrations are only available with paid Zapier subscriptions.
    https://zapier.com/pricing
  3. Requested, received, and accepted the invite from Zapier to PropertyRadar's Beta Zapier Integration.

    Request an invite by contacting PropertyRadar Support and letting us know you want in! You will receive the invite by email from Zapier. Click on the link Zapier provides, accept the invite.
  4. An app that you wish to connect to PropertyRadar and export data into.

    Be sure to check out Zapier’s list of apps to see if your app is supported. Or, look for a new app to start doing amazing things with our property data and owner information. And automatically!
    https://zapier.com/apps

Overview

Zapier is a productivity tool that seamlessly connects over 1,500 business apps to automate marketing, workflows, and repetitive tasks. Connect PropertyRadar with the apps you use to drive your business daily.

Pro plan subscribers of PropertyRadar are eligible to use the beta Zapier integration during the preview period, which is expected to run until the end of 2019. There is no additional cost to use the Zapier integration during the beta preview period.

Alongside the preview, PropertyRadar subscribers can now purchase append phone numbers and email addresses for use with Zapier integrations. Fees for purchasing email addresses and phone numbers will apply.

Property and owner records exported to an app using a Zapier integration are exports. Pro plan subscribers enjoy 10,000 exports per month included in their subscription. After the beta preview ends, the Zapier integration feature will be available as a subscription upgrade.

Step by Step Instructions

If you're not already familiar with how to create a Zap, watch this "How to Create Your First Zap With Zapier" video to get familiar with the process.

The following Step by Step Instructions reflects connecting PropertyRadar to Google Sheets, a popular alternative to Microsoft Excel. 

Creating a Zap follows basically the same process for every app. Once you make one, making others becomes easier and easier. The only real differences are field mapping specifics to your unique app, advanced use of trigger types (see details below), and the use of Zapier's Multi-step Zaps, Filters, and Formatters.


Login to your PropertyRadar and Zapier account to get started.

Zapier: Click "Make a Zap" Button

Zapier: 1. Select PropertyRadar

Zapier: 1. Give Your Zap a Name

Zapier: 1. Choose App & Event

Zapier: 1. Choose Account - Connect to PropertyRadar

Zapier: 1. Customize

Zapier: 1. Find Data & Test

Zapier: 2. Choose App and Event

Zapier: 2. Choose Account - Connect to Google Sheets

Zapier: 2. Customize

Zapier: 2. Test and Review

Zapier: Turn it On!

PropertyRadar: Important! Turn on New Match Alerts and Receive a Daily Summary Email

PropertyRadar: Export Existing Records in Your List to Google Sheets Manually

Export an Individual Property Manually

What About Changes and New Records?

Data Available to Export with Zapier

Download the PropertyRadar-Zapier Data & Triggers Cheatsheet to view all Data Fields, Change types, and New Record Types and Attributes.

List of Data Fields

Field Name

List Name
RadarID
PropertyURL
APN
County
Address
City
State
Zip
Legal Owner
Primary Contact First Name
Primary Contact Last Name
Phone Number
Email
Mailing Address
Mailing City
Mailing State
Mailing Zip
Property Type
Year Built
SqFt
Beds
Baths
Lot Size
Est Value
Equity Percentage
Purchase Date
Purchase Amount
Open Loans
Photo URL

Trigger Type
  Export
  New Match
  Change
    Change 1 (50+ types - download the Cheatsheet to view)
    Change 2
    Change 3
  New Record
    New Record Type (25 types - download the Cheatsheet to view)
    New Record Attribute

Triggers and Trigger Types

What's a trigger? Simply put, a trigger is how you get data from PropertyRadar to Zapier, and then from Zapier, into your desired app(s).

There are four trigger types:

  1. Export
  2. New Match
  3. Change
  4. New Record

It's important to understand each trigger type so you know:

  • When and where a trigger is (or can) be used
  • What types of data is passed with each trigger type
  • When to use certain triggers to act on events and changes in attributes and circumstances
  • Drive timely and meaningful automations, or update a record in without creating a duplicate

1. Export Trigger

The Export trigger type reflects the manual trigger of sending a record, or multiple records, to a Zap. You can Export multiple properties all at once, or you can manually Export a single property records.

When you make a Zap, you map the data fields made available to the fields in your app. That Zap is connected to PropertyRadar, and it becomes available as an option in an "Export to Zapier" menu.

For example, you make a Zap connecting PropertyRadar to Google Contacts. You name the Zap and Zap Trigger Name "Zap to Google Contacts".

Back in PropertyRadar, that Zap is now available as an option from any of the Export to Zapier options. 

Multiple Export (Manage Menu)

Multiple Export lets you manually select multiple properties and export to Zapier using the Zap Trigger Name you established.

Use Multiple Export to get all the properties already in a Dynamic List exported to Zapier. Export to Zapier allows you to manually select and send multiple properties to Zapier from any list view. (This includes saved Lists, Lookup results, and Discover.) 

Click on the Manage tool (*) on the toolbar and click Export to Zapier.

From a list view, either select the specific properties you are interested in (Shift/Cmd-Click to highlight multiple) or select none to include the whole list.

Then go to Manage -> Export -> Export to Zapier.  

Select your Destination Zap from the dropdown list and press continue.

Note: If you have no Zaps created in Zapier, there will be no options in this dropdown.  

Single Export (Share Menu)

A Single Export uses the same Zap, but instead of multiple properties, it's just a single property. This lets you send a single property to your Zap from the Discover map, or from a Property & Owner Profile.

From the Property & Owner Profile, click the Share button on the top right and select Export to Zapier from the dropdown menu. Follow the steps in the Export to Zapier dialog to complete.

2. New Match Trigger

The New Match trigger type is specific to lists. There are two list types:

  1. Dynamic Lists are built upon criteria. Properties are automatically added and removed from a Dynamic List based on whether a property matches that criteria. Dynamic Lists are identified by the lightning bolt in the upper left corner on the List Card.
  2. Static Lists are lists created by you. Properties are manually added to Static Lists using the various Add to List functions in List View and on Property & Owner Profiles. Static lists DO NOT have the lightning bolt in the upper left of the List Card.

A New Match trigger happens when the following conditions are present:

(a) The New Match box is enabled in the Triggers settings in list Automations.

(b) A new match event occurs based on one of two scenarios:

  1. Dynamic List - A property is added automatically to a Dynamic List because that property now meets and "matches" the criteria that Dynamic List is based on. 
  2. Static List - A property is manually added to a Static List. 

3. Change Trigger

The Change trigger type is specific to lists and listens for "changes" in the data about the property and owner. 

Changes that can be important, and actionable, include the mailing address, equity, listed for sale, open loans, auction details, and many more. We provide over 50 data fields to "listen" for changes. 

Download the PropertyRadar-Zapier Data & Triggers Cheatsheet to view Change triggers and the Attributes (payload) they can carry. 

A Change trigger happens when the following conditions are present:

(a) The "Status Changes" box is enabled in the Triggers settings in list Automations Settings

(b) There is a change to one or more (up to 3) of the 50+ Change Types we track and make available.

When making your Zap, we pass the changes in the fields "Change 1, Change 2, and Change 3".

For example:

Change 1:     Listing Type:Market:ShortSale   

Here, the string 'Listing Type:Market:ShortSale' tells you the change is specific to Listing Type. It WAS 'Market' and the CHANGE is that it is NOW 'Short Sale'.

The payload of the change uses colons and can be parsed using Zapier's Multi-Step Zaps along with Filters and Formatters.

WHAT: WHAT IT WAS: WHAT IT IS NOW

4. New Record Trigger

New records can include events such as a new listing, NOD, a market flip, or a new cash-out loan. 

In some instances, New Records can carry an Attribute of data along with a payload. This is called New Record Attribute. 

For example:

Trigger: 'New Record'

New Record Type: 'New Listing'

New Record Attribute: 'List Price:335000' where the 'List Price' is the Attribute name and (separated by a colon) 335000 is the payload.

Using Zapier's Multi-Step Zaps along with Filters and Formatters lets you "operate" on Attributes with conditions or perform certain actions. 

For example, in the string "List Price:335000" and using Filter, you can automatically decide that if the payload integer value is over 300000, then give that a record specific tag in your CRM, such as "Hot Lead". 

Or, if the integer value that follows the ":" in the string "List Price:335000" is less than 500000, ignore this task and do nothing.

Download the PropertyRadar Data & Triggers Cheatsheet to view the 25 New Record Types and New Record Attributes and examples of their payload.

 

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