Summary

Referrals in PrimeStreet can be synced into Moxi using this integration. Please see below for a list of configurable settings.

Overview

When setting up a PrimeStreet > MoxiWorks sync, several options can be configured on the settings page.

Advanced Filter

Your sync can be customized to only let some Leads through.

1. For example, a possible filter, shown below, reads as such “Only sync PrimeStreet Referrals whose Stage is not 'REMOVED'.”
2. On the left is the field that will act as the “reference field” for the Filter. 
3. The center box is the logic operator - the Workflow will use this as the “rule” for what is allowed through. This is a dropdown menu with predesignated options for you.
4. The right box is the specified value. Any string can be entered here.

Pre-Mapped Fields

For ease of use, several fields have been pre-mapped. Please see below of a list of these fields and an explanation of the pre-mapped values. It is recommended to leave these as is unless there is a specific need to adjust them.

• Agent's Email: As MoxiWorks accepts one primary Agent Email field but PrimeStreet can feed in several possible options, the integration has pre-mapped a priority order for ease of use. They can be reordered easily by clicking and dragging. The "Email Address" option shown here is the Assigned Agent's Email from PrimeStreet. Additional choices and priorities can, of course, be added by pressing the (+) and selecting the desired field(s).

• Primary Phone Number: As MoxiWorks accepts one primary Phone field but PrimeStreet can feed in several possible options, the integration has pre-mapped a priority order for ease of use. They can be reordered easily by clicking and dragging. Additional choices and priorities can, of course, be added by pressing the (+) and selecting the desired field(s).

Additional Questions 

If you have any questions about onboarding, feel free to contact API Nation's Support team.