myHomeIQ Zapier integrationAutomate myHomeIQ with Zapier.
myHomeIQ Zapier integration: 2 triggers, 1 action, 0 searches. New buyer and seller leads start a Zap (an automation on Zapier) the moment myHomeIQ reports them, and another app can ask myHomeIQ to create a homeIQ report.
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What the myHomeIQ Zapier integration actually does
It moves myHomeIQ leads into the rest of your tools, and lets those tools create reports in myHomeIQ. myHomeIQ connects homeowners with real estate, mortgage and home service professionals. On Zapier it offers two lead events, buyer and seller, plus one action that creates and activates a homeIQ report.
Three results you can build. Buyer leads in your CRM: New Buyer Lead creates a contact there, so follow-up starts in the tool you already work in. Seller leads announced to the team: New Seller Lead posts a message in your team chat, and nobody has to watch myHomeIQ. Reports for contacts gathered elsewhere: a new entry in your web form feeds Create a myHomeIQ Report, provided it carries the client's email and the property owner's name.
Now the limits. There is no search, so a Zap cannot look anything up in myHomeIQ before acting. There is no update or delete action either: the only thing a Zap can write is a new report. The good news is speed: both triggers are instant, so the polling interval of your plan does not apply to them, even on the free plan. A Zap built on an instant trigger shows a lightning bolt in the editor, which is an easy way to check what you picked.
If you are still choosing between tools, see our Make vs Zapier comparison.
The Zapier words you need, in one minute
Eight terms come back on every Zapier screen. Here they are in plain English, so the rest of the page reads without a dictionary.
- Zap
- The automation you build on Zapier: one trigger, then one or more actions that run each time the trigger event happens.
- Trigger
- The event in an app that starts the Zap. Once the Zap is on, Zapier waits for it. myHomeIQ has two, one per lead type.
- Action
- What the Zap does once started: the step that writes, sends or moves something for you, such as creating a report.
- Task
- The unit Zapier bills: one action your Zap completes successfully. The number on your plan is a count of those.
- Instant trigger
- A trigger the app reports itself, the moment the event happens, so nothing waits for the next check. Both myHomeIQ triggers work this way.
- Polling trigger
- A trigger Zapier checks on a timer, asking the app for new items at a fixed interval. myHomeIQ has none.
- Filter
- A step that lets the Zap go on only when what arrived meets the condition you set, and stops it otherwise.
- Multi-step Zap
- Any Zap beyond one trigger and one action. A second action or a filter makes it one, and it then needs a paid plan.
What a myHomeIQ Zap really costs
myHomeIQ is not a premium app, so it works from the free plan. Leads arriving cost nothing; only what the Zap does with them is billed.
- Premium appNo, works on the free plan
- Tasks on the free plan100 per month
- Steps per Zap on the free plan2 (one trigger, one action)
- Instant triggers2 of 2
The trigger never costs a task. Each action that succeeds counts as one task, whether it creates a CRM contact or a myHomeIQ report; one that fails is not counted. The free plan gives 100 tasks a month and unlimited Zaps of two steps: one trigger, one action. A filter or a second action makes the Zap multi-step, which needs a paid plan. The interval grid below is Zapier's general one; it does not apply to the two myHomeIQ triggers, which are instant.
Connect myHomeIQ to Zapier in three steps
- 01
Open the Apps page
In your Zapier account, go to Apps and click + Add connection. A connection is made once, then every Zap that uses myHomeIQ reuses it, for leads and reports alike.
- 02
Find myHomeIQ and add it
Type myHomeIQ in the search box of the dialog, pick it from the results, then click Add connection. A new tab opens so you can sign in to your myHomeIQ account.
- 03
Sign in and grant access
Sign in to myHomeIQ in that tab and grant Zapier access to the account. You need an account on the app, plus read or write access on anything you do not own yourself and want the Zap to touch.
Your first Zap: every buyer lead posted to the team
GoalEach new myHomeIQ buyer lead that meets your condition posts a message in your team chat, so someone picks it up.
- 01
Pick the trigger
Create a Zap, choose myHomeIQ as the app that starts it and New Buyer Lead as the event. Select your myHomeIQ connection, or add it now.
- 02
Test the trigger
Run the test. Zapier brings back the three most recent items of the connected account, so the next steps are set on a real lead.
- 03
Add the filter
Add a Filter step from the plus icon and fill its three boxes: the field to look at, the rule, the value. A filter makes the Zap multi-step, so it needs a paid plan.
- 04
Add the message
Choose your team chat and its message action, then place the lead details you need in the text. Check at the test which fields the lead really carries.
- 05
Test, then publish
Test the action once and read the message in your chat. If it looks right, click Publish to switch the Zap on for the next lead.
The two myHomeIQ triggers
2 events start a Zap when something happens in myHomeIQ, and 2 of them are instant: the app calls Zapier straight away, whatever your plan.
New Buyer Lead
Instant triggerIn Zapier“Triggers when a new buyer lead is generated.”
Starts your Zap each time myHomeIQ generates a new buyer lead, so the next apps can act on it without anyone checking myHomeIQ first.
New Seller Lead
Instant triggerIn Zapier“Triggers when a new seller lead is generated.”
Fires on every new seller lead generated in myHomeIQ; the editor lists this event as New Seller Lead, and it is the counterpart of New Buyer Lead on the selling side.
The myHomeIQ action
myHomeIQ gives you 1 action. For each one: what it does for you, when to reach for it, and what to watch out for.
Create a myHomeIQ Report
ActionIn Zapier“Create and activate a homeIQ report”
Creates and activates a homeIQ report in myHomeIQ from details sent by another app, so a contact gathered elsewhere gets a report without manual setup.
When a myHomeIQ Zap breaks
Zapier links no help article to myHomeIQ, so the cases below are the general limits of every Zap, plus the required fields of the report action.
Each of these cases has a clear fix once you know where to look. For a step-by-step method, see our Zapier troubleshooting guide.
Earlier leads are not sent
A Zap only reacts to what happens after you switch it on. Leads generated before that stay in myHomeIQ; moving that backlog is a separate job.A report with missing details
Create a myHomeIQ Report requires Client email and Property owner name. A source that lacks one of them cannot feed the step.A Zap that sets itself off
A Zap that writes into the very place its own trigger watches can start again and again and burn through tasks. Keep the source and the destination apart.A big batch held back
When a trigger suddenly returns a huge batch, after a bulk import or a migration, Zapier's flood protection can hold it back.
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