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LockedOn Zapier integrationAutomate LockedOn with Zapier.

LockedOn Zapier integration: 5 triggers and 4 actions, no search, to move clients, contacts, enquiries, inspections, offers and contracts between LockedOn and your other tools. What each one does, what it costs and where it breaks.

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Overview

What the LockedOn Zapier integration does for an agency

LockedOn is a CRM and marketing platform for real estate agents. Connected to Zapier, it announces five events the moment they happen (a new client, contact, enquiry or inspection, and a property status change) and accepts four kinds of records from other tools: enquiries, inspections, offers and contracts.

Three outcomes come up again and again. An enquiry nobody misses: New Enquiry fires as soon as one lands in LockedOn, and your messaging tool tells whoever is on duty. Enquiries that arrive elsewhere end up in the CRM anyway: a form on another site feeds Create Enquiry, with the person's name as the only mandatory value. And a cleaner listings follow-up: Property Status Change pushes each status move to a spreadsheet or a report, so the team reads it there without logging into LockedOn.

Now what Zapier does not do here. There is no search at all, so a Zap cannot look up an existing client or property before acting. Every action creates; nothing updates or deletes a record. No trigger watches offers or contracts, even though both can be created from Zapier. And Property Status Change is broader than its name: it also fires when a property is created or deleted, so many Zaps built on it need a filter.

Comparing tools before you commit? See n8n vs Zapier and Make vs Zapier.

Vocabulary

Zapier vocabulary, in one minute

Seven words do most of the work on this page. Here they are, plainly, once.

Zap
The automation you build on Zapier: one trigger, then one or more actions that run each time that event happens.
Trigger
The event that starts a Zap, such as a new enquiry in LockedOn. Once the Zap is on, Zapier waits for it.
Action
What the Zap does after it starts: the step that writes something for you, like an inspection created in LockedOn.
Task
The unit Zapier bills: one action your Zap completes successfully. Your plan is a number of those per month.
Polling vs instant
Polling: Zapier asks the app for news on a timer. Instant: the app calls Zapier itself. All five LockedOn triggers are instant.
Filter
A step that lets the Zap continue only when what arrived meets your condition, and stops it there otherwise.
Connection
Your LockedOn account linked to Zapier once, then reused by every step of every Zap that touches LockedOn.
Cost

What it really costs

Short version: the LockedOn triggers cost nothing, each successful action costs one task, and LockedOn is not a premium app, so it runs on the free plan.

  • Trigger0 tasks
  • Each successful action1 task
  • Free plan100 tasks a month, 2-step Zaps
  • Premium appNo

An action that fails is not counted, and watching for new events is free. The free plan gives 100 tasks a month and unlimited Zaps, limited to two steps each: one trigger, one action. A filter or a second action turns the Zap into a multi-step Zap, which needs a paid plan. The grid below shows how often Zapier checks a polling trigger on each plan. It does not apply to LockedOn, whose five triggers are all instant.

Connect

Connect your LockedOn account in 3 steps

  1. 01

    Add LockedOn from the Apps page

    In your Zapier account, open the Apps page and click + Add connection. Search for LockedOn in the dialog, select it, then confirm with Add connection.

  2. 02

    Sign in to LockedOn

    LockedOn opens in a new tab. Sign in with the account whose clients, enquiries and properties the Zaps will handle. For records that belong to a colleague, you need read or write access to them first.

  3. 03

    Grant Zapier access

    Approve the access Zapier requests. The connection appears on the Apps page, and every LockedOn step offers it in a dropdown, so one sign-in serves all your Zaps.

First Zap

Your first Zap: alert the team when an enquiry comes in

GoalEach new enquiry in LockedOn goes through a filter that keeps only the ones meeting your condition, then your messaging tool posts an alert to the team.

  1. 01

    Create the Zap

    From your Zapier dashboard, create a new Zap. The editor opens on an empty trigger card: a Zap always begins with its trigger, never with an action.

  2. 02

    Pick New Enquiry

    Choose LockedOn as the app, New Enquiry as the event, then your LockedOn connection. The trigger is instant, so the editor shows a lightning bolt next to it.

  3. 03

    Test the trigger

    Run the test. Zapier brings back the three most recent enquiries from your account. Pick one, so every field you map afterwards shows a real value instead of a blank.

  4. 04

    Add the filter

    Click the plus icon, add a Filter step and set its three boxes: the field, the rule, the value. A text rule only works on text and a number rule only on numbers.

  5. 05

    Add the alert

    Add your messaging tool as the last step and write the alert with the enquiry fields. Test it once and read what came back before going further.

  6. 06

    Publish

    Click Publish to switch the Zap on. The filter makes this a multi-step Zap, which needs a paid plan; without it, the Zap fits the free plan.

Triggers

The 5 LockedOn triggers

5 events start a Zap when something happens in LockedOn, and 5 of them are instant: the app calls Zapier straight away, whatever your plan.

1

New Client

Instant trigger

In Zapier“Triggers when a new client is created.”

Fires each time a client record is added in LockedOn. The Zap gets the new client straight away and can pass it to the next tool in your chain, a mailing list or a spreadsheet.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
when signing a new client should set off the same routine every time, outside the CRM.
Watch out
clients that existed before the Zap was published are not sent; only the ones added afterwards count.
2

New Contact

Instant trigger

In Zapier“Triggers when a new contact is created.”

Clients and contacts each have their own trigger in LockedOn. This one reacts to every new contact record saved there, so it is the one to pick when the next tool should hear about contacts rather than clients.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
to keep a newsletter list or a shared address book aligned with the CRM.
Watch out
a bulk import of contacts can send a large batch at once, which Zapier's flood protection may hold back.
3

New Enquiry

Instant trigger

In Zapier“Triggers when a new enquiry is created.”

Starts the Zap as soon as an enquiry is recorded in LockedOn. Because nothing waits for a check, it is the fastest way to put an enquiry in front of someone who can answer it.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
to alert the agent on duty, or to log every enquiry in a sheet for later follow-up.
Watch out
a Zap built on New Enquiry that then runs Create Enquiry in LockedOn creates a fresh enquiry, which fires the trigger again and loops.
4

New Inspection

Instant trigger

In Zapier“Triggers when a new inspection is created.”

Reacts when an inspection is booked in LockedOn. From there, the Zap can put it in a calendar, warn the person who will attend, or add it to a shared list of visits.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
when the inspection schedule lives in LockedOn but people check another tool during the day.
Watch out
pairing it with Create Inspection in the same Zap creates the loop described above, one inspection setting off the next.
5

Property Status Change

Instant trigger

In Zapier“Triggers when a property status changes or a property is created/deleted.”

Follows the life of a listing. It fires when a property changes status, and also when a property is created or deleted, which makes it the broadest of the five triggers.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
to feed a listings report or tell the team when a property moves forward.
Watch out
since creations and deletions fire it too, add a filter if the Zap should only react to status moves. That filter makes the Zap multi-step, and so paid.
Actions

The 4 LockedOn actions

LockedOn gives you 4 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Create Contract

Action

In Zapier“Creates a Property Contract”

Adds a property contract in LockedOn, with the name of the person getting the contract as the required value.

When to use it
the contract is prepared or signed in another tool and LockedOn should hold the record too.
Watch out
no trigger reports new contracts, so a contract created this way cannot start another Zap on its own.
2

Create Enquiry

Action

In Zapier“Creates an Enquiry”

Records a new enquiry in LockedOn from another tool. The name of the person enquiring is the one value it insists on.

When to use it
enquiries reach you through a website form and should sit in the CRM next to the others.
Watch out
never put it behind the New Enquiry trigger in the same Zap, or each enquiry creates the next one.
3

Create Inspection

Action

In Zapier“Creates an Inspection”

Books an inspection in LockedOn, tied to the name of the person who enquired. That name is mandatory; the rest depends on what the source step carries.

When to use it
visits are booked through a booking form and should appear in LockedOn without retyping.
Watch out
a form that only passes an email address, with no name, leaves this action nothing to work with.
4

Create Offer

Action

In Zapier“Creates a Property Offer”

Logs an offer on a property. It is the only action with two mandatory values: the name of the person making the offer and the offer amount.

When to use it
offers come in through a form and must be on record in LockedOn.
Watch out
a missing amount stops the step just like a missing name. The failed action costs no task, but no offer is recorded either.
When it breaks

When it breaks

Zapier attaches no help article to LockedOn, and no limit specific to the app is documented. What breaks are the limits all Zaps share.

Each one has a symptom you can spot: a Zap that ran too little, or far too much. For anything these cards do not explain, the Zapier troubleshooting page goes further.

  • No catch-up on the past

    A Zap only reacts to what happens after it is published. Enquiries or clients created before that are never sent, and moving the backlog is a separate job.

  • A Zap that feeds itself

    New Enquiry followed by Create Enquiry, or New Inspection followed by Create Inspection, writes into what the trigger watches: the Zap restarts and burns tasks fast.

  • A big import held back

    When a trigger suddenly sends a huge batch, after a bulk import or a migration, Zapier's flood protection can hold those runs back instead of firing them all.

  • More events than expected

    Property Status Change also fires on creation and deletion. Without a filter, a Zap meant for status moves runs on every new or removed listing too.
Need help

Need help automating LockedOn with Zapier?

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FAQ

LockedOn Zapier integration: common questions

01Is the LockedOn Zapier integration free?
Yes, it works on the free plan. LockedOn is not a premium app, and the free plan gives 100 tasks a month with unlimited Zaps. The limit is the size of each Zap: two steps, one trigger and one action. A new enquiry that creates a row in a sheet fits. A Zap that filters enquiries first, or that also sends a message, becomes multi-step and needs a paid plan. Triggers never cost anything, so the bill depends only on the actions.
02How many tasks does a LockedOn Zap use?
One task for each action that completes, nothing more. The five LockedOn triggers never use a task, and neither does the wait for new events. A Zap that turns a form entry into an offer with Create Offer spends one task per offer. If the same Zap also posts a message, that second action counts separately. An action that fails is not charged, but the record it should have created does not exist either, so check the Zap history after a failure.
03Is LockedOn on Zapier real time?
Yes. All five LockedOn triggers are instant: LockedOn calls Zapier when the event happens and the Zap starts right away, on every plan, including the free one. The interval grid of the plans, from 15 minutes on Free to 1 minute on Team and Enterprise, only concerns polling triggers, and LockedOn has none. The type is decided by the app itself, so there is no setting to change in the editor. In the editor, an instant trigger shows a lightning bolt.
04What does it take to connect LockedOn to Zapier?
A LockedOn account and a Zapier account. The connection starts on the Apps page with + Add connection, then a sign-in to LockedOn in a new tab and an access approval. If the Zap will touch records that belong to a colleague, read or write access on them comes first. Once linked, the same connection is offered in every LockedOn step of every Zap, so there is nothing to repeat when a second Zap is built.
05Why does a LockedOn Zap keep running on its own?
Usually because it writes where its own trigger watches. A Zap that starts on New Enquiry and runs Create Enquiry produces a new enquiry, which starts the Zap again, and so on. The same happens with New Inspection and Create Inspection. Each loop uses tasks quickly. Build those pairs in separate Zaps that do not feed each other, or pick a trigger from another tool when the goal is to create enquiries or inspections in LockedOn.
06What if the LockedOn operation needed is missing?
Then Zapier does not offer it today. LockedOn publishes 9 operations on Zapier: 5 triggers and 4 actions. There is no search, no update and no delete, and no trigger on offers or contracts. Nothing in the editor adds those. When a step needs a value no earlier step carries, there is no LockedOn search to fetch it, so the value has to come from the trigger or from the other tool. So map your idea onto these 9 operations before you build anything.
07Zapier, Make or n8n for LockedOn?
Decide on criteria rather than on a ranking. First, check whether each platform offers LockedOn at all; this page only covers Zapier. Second, look at the triggers: on Zapier all five are instant, even on the free plan. Third, count your steps: past two, Zapier needs a paid plan. Fourth, think about who will maintain the automations and which tool your team already knows, because that weighs as much as features over time.
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