What you can automate

When new Appointment in IDX Boost CRM, create meeting, then create call in Salesflare.

When new Contact in IDX Boost CRM, find or create contact in Salesflare.

When new Deal in IDX Boost CRM, create opportunity in Salesflare.

When person Stage Updated in IDX Boost CRM, find or create contact in Salesflare.

When tag Added to Contact in IDX Boost CRM, find or create contact in Salesflare.

When updated Contact in IDX Boost CRM, find or create contact in Salesflare.

About IDX Boost CRM

IDX Boost CRM is a real estate CRM for brokers and agents to manage leads, contacts, deals, appointments and automate follow-up workflows.

IDX Boost CRM operations on Zapier

Start a workflow when this happens

Show 2 more triggers

Tag Added to Contact — Triggers when a tag is added to a contact in IDXBoost.
Updated Contact — Triggers when an existing contact is updated in IDXBoost.

Things Salesflare can make it do

Add Collaborators — Adds collaborators to a contact. Requires the collaborators:write scope.
Add Tags to a Contact — Adds one or more tags to an existing contact, matched by email, via the same upsert endpoint used for contact creation. Tags are merged with the contact's existing tags — nothing is removed.
Change Stage of a Contact — Changes an existing contact's stage, matched by email, via the same upsert endpoint used for contact creation.
Create Contact Without Triggering Action Plans — Creates a new contact without triggering any automations.
Create Deal — Creates a deal in the token's workspace. Requires the deals:write scope.

Show 7 more actions

Create Note — Creates a note, optionally anchored to a contact or a call. Requires the notes:write scope.
Create Task — Creates a task, optionally associated with a contact. Requires the tasks:write scope.
Log Call — Logs a call that did not go through Twilio (e.g. one made on another line). Requires the calls:write scope.
New Inquiry or Website Event — Creates a lead in IDXBoost CRM and logs a website/property event. Only property_inquiry, property_view, and property_saved trigger downstream workflow automations — page_view is logged but does not.
Reassign Agent — Assigns a different agent (or agent group) to an existing contact. Requires the contacts:assign scope.
Remove Collaborator — Removes a collaborator from a contact. Requires the collaborators:write scope.
Update Contact — Updates an existing contact, matched by email. The CRM only exposes one upsert endpoint for contacts, so this reuses the same call as contact creation — the CRM updates the matching contact instead of creating a new one.

Look up existing records

Find a Contact — Searches for a contact by email, phone, or internal ID.
List Collaborators — Lists the agents collaborating on a contact. Requires the collaborators:write scope.

IDX Boost CRM and Salesflare