What actions can I run in SmartMoving?

12 actions are available, including "Get a Customer", "Get a Lead", and "List Customer Opportunities", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but it is never required.

Is the integration secure?

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

SmartMoving Integrations

Moving company CRM for leads, jobs, and customer move management. Keep SmartMoving contacts, deals, and pipeline events in sync with the rest of your stack.

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Watch LeadsTriggers when a new lead has been added to your account.
Get a CustomerRetrieves a single customer.
Get a LeadRetrieves a single lead by id.
List Customer OpportunitiesRetrieves a list of customer opportunities.
List CustomersRetrieves a list of customers.
List LeadsRetrurns leads from account.
List Opportunity JobsRetrieves a list of jobs for a specified opportunity.
Search Customers by QuerySearches for customers by query in name, email or mobile phone.
Create a CustomerCreates a new customer.
Create a JobCreates a new job.
Delete a JobDeletes a specified job.
Make an API CallPerforms an arbitrary authorized API call.
Update a CustomerUpdates an existing customer by id.

When to use SmartMoving

Common scenarios where SmartMoving automation saves time and reduces manual work.

Trigger workflows automatically when "Watch Leads" fires in SmartMoving — start multi-step automations without polling or manual checks.
Use "Get a Lead" as an automated action in SmartMoving so records stay consistent whenever something changes elsewhere in your stack.
Combine "Get a Lead" from SmartMoving with triggers or actions in other apps to close the loop — one event, many downstream outcomes.

Use in workflow automation

Start from SmartMoving’s Watch Leads trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Create a Customer as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 13 ready-made steps for CRM work, and every run records what went in and what came back.

SmartMoving workflow on the canvas: Watch Leads then Create a Customer

Frequently asked questions

Common questions about automating SmartMoving in your workflows.

SmartMoving has 1 trigger, including "Watch Leads". Use them to start workflows the moment SmartMoving events fire — no polling required.

Use in workflow automation

Start from SmartMoving’s Watch Leads trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Create a Customer as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 13 ready-made steps for CRM work, and every run records what went in and what came back.

SmartMoving Integrations

When to use SmartMoving

Use in workflow automation

Frequently asked questions

SmartMoving Integrations

When to use SmartMoving

Connect SmartMoving to any app in workflows

Use in workflow automation

Frequently asked questions

Connect SmartMoving to any app in workflows

Connect SmartMoving to any app in workflows

Connect SmartMoving to any app in workflows

SmartMoving Integrations

SmartMoving triggers and actions

When to use SmartMoving

Use in workflow automation

Frequently asked questions

What triggers does SmartMoving support?

What actions can I run in SmartMoving?

Do I need to write code to automate this?

Is the integration secure?

SmartMoving Integrations

SmartMoving triggers and actions

When to use SmartMoving

Connect SmartMoving to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does SmartMoving support?

What actions can I run in SmartMoving?

Do I need to write code to automate this?

Is the integration secure?

Connect SmartMoving to any app in workflows

Connect SmartMoving to any app in workflows

Connect SmartMoving to any app in workflows