About this integration
Moving company CRM for leads, jobs, and customer move management. This integration exposes its full API as workflow modules.
The integration includes 1 trigger, 7 search modules and 5 actions. Connections use basic authentication.
How to connect
The credential form asks for API Key / Subscription Key.
Prefer the interactive builder form? Open it on the app page.
Enter your credentials below. WEXTL stores them encrypted and uses them only to call the API on your behalf.
| Field | Type | Help |
|---|---|---|
API Key / Subscription KeyRequired | password | You can get your API Key from |
Use it in workflow automation
Start with Watch Leads, then add Create a Customer.
The canvas below runs Watch Leads into Create a Customer — watch the video, then drop a node onto the canvas.
Select the Watch Leads trigger and the workflow fires automatically when the event occurs — no polling required.
Then add Create a Customer as the next node. Branch, filter, or hand off to other integrations from there.
The integration includes 6 ready-made modules for CRM work — each run logs its inputs and outputs for debugging.
SmartMoving workflow on the canvas: Watch Leads then Create a Customer
Triggers, searches and actions
Browse every SmartMoving module field below: 1 trigger, 7 searchs, and 5 actions you can drop onto the canvas.
Triggers
This integration includes 1 trigger — start a workflow the moment something changes in the app.
- Watch Leads
Searches
Use any of 7 search modules to retrieve records without leaving the workflow canvas.
- Get a Customer
- Get a Lead
- List Customer Opportunities
- List Customers
- List Leads
Actions
This integration includes 5 action modules — create, update, or delete records as part of any workflow.
- Create a Customer
- Create a Job
- Delete a Job
- Make an API Call
- Update a Customer
Explore the fields available for each SmartMoving trigger, search, and action.
Triggers
| Field | Type |
|---|---|
ID | text |
Customer Name | text |
Email Address | |
Referral Source | text |
Referral Source Name | text |
Affiliate Name | text |
Phone Number | text |
Phone Type | number |
Service Date | number |
Sales Person ID | text |
Sales Person | text |
Type | number |
Branch ID | text |
Branch Name | text |
Origin Address Full | text |
Origin Street | text |
Origin City | text |
Origin State | text |
Origin Zip | text |
Destination Address Full | text |
Searches
| Field | Type |
|---|---|
Customer IDRequired | choice |
| Field | Type |
|---|---|
ID | text |
Customer Name | text |
Email Address | |
Referral Source | text |
Referral Source Name | text |
Affiliate Name | text |
Phone Number | text |
Phone Type | number |
Service Date | number |
Sales Person ID | text |
Sales Person | text |
Type | number |
Branch ID | text |
Branch Name | text |
Origin Address Full | text |
Origin Street | text |
Origin City | text |
Origin State | text |
Origin Zip | text |
Destination Address Full | text |
| Field | Type |
|---|---|
Lead IDRequired | choice |
| Field | Type |
|---|---|
Name | text |
Phone Number | text |
Phone Type | number |
Email Address | |
Address | text |
Secondary Phone Numbers | array |
ID | text |
| Field | Type |
|---|---|
Customer IDRequired | choice |
Limit | number |
| Field | Type |
|---|---|
ID | text |
Quote Number | text |
Service Date | number |
Status | number |
Created at UTC | date |
| Field | Type |
|---|---|
From Service Date | date |
To Service Date | date |
Include Opportunity Info | boolean |
Limit | number |
| Field | Type |
|---|---|
Name | text |
Phone Number | text |
Phone Type | number |
Email Address | |
Address | text |
Secondary Phone Numbers | array |
ID | text |
Opportunities | array |
| Field | Type |
|---|---|
Limit | number |
| Field | Type |
|---|---|
ID | text |
Customer Name | text |
Email Address | |
Referral Source | text |
Referral Source Name | text |
Affiliate Name | text |
Phone Number | text |
Phone Type | number |
Service Date | number |
Sales Person ID | text |
Sales Person | text |
Type | number |
Branch ID | text |
Branch Name | text |
Origin Address Full | text |
Origin Street | text |
Origin City | text |
Origin State | text |
Origin Zip | text |
Destination Address Full | text |
| Field | Type |
|---|---|
Opportunity IDRequired | text |
Limit | number |
| Field | Type |
|---|---|
ID | text |
Type | number |
Job Number | text |
Job Date | number |
Start Time UTC | text |
End Time UTC | text |
Completed at UTC | text |
Confirmed at UTC | text |
Closed at UTC | text |
| Field | Type |
|---|---|
Search QueryRequired | text |
Limit | number |
| Field | Type |
|---|---|
Name | text |
Phone Number | text |
Phone Type | number |
Email Address | |
Address | text |
Secondary Phone Numbers | array |
ID | text |
Opportunities | array |
Actions
| Field | Type |
|---|---|
NameRequired | text |
Phone Number | text |
Phone Type | choice |
Email Address | |
Address | text |
Secondary Phone Numbers | array |
| Field | Type |
|---|---|
ID | text |
| Field | Type |
|---|---|
Opportunity IDRequired | text |
Service TypeRequired | choice |
| Field | Type |
|---|---|
Opportunity IDRequired | text |
Job IDRequired | text |
| Field | Type |
|---|---|
URLRequired | text |
MethodRequired | choice |
Headers | array |
Header | object |
Query String | array |
Parameter | object |
Body | text |
| Field | Type |
|---|---|
Body | text |
Headers | object |
Status code | number |
| Field | Type |
|---|---|
Customer IDRequired | choice |
Name | text |
Phone Number | text |
Phone Type | choice |
Email Address | |
Address | text |
Secondary Phone Numbers | array |