Overview

By setting up an integration for Wise Agent, you will gain the ability to sync Contacts in Wise Agent to/from other Contact Management software! API Nation provides an assortment of Workflows so that you can sync Users either bidrectionally or unidirectionally.

 

If syncing FROM Wise Agent: Whenever a Contact in Wise Agent is created or updated, our system will sync this update into any connected applications.

If syncing TO Wise Agent: Whenever the connected Application notifies our system that a Contact was Created or Updated, our system will sync that new Contact or update into a matching Contact in Wise Agent. We will check for duplicates based on their email, mobile phone, and name (in that order); if a Duplicate is found, we will update that duplicate (if permitted) instead of creating a new Contact.

 

Note: This sync is performed at the Agent level in Wise Agent and synced data is specific to the connected Wise Agent account.

 

 

What Information is Synced FROM Contacts in Wise Agent?

The following information in Wise Agent is available for syncing to other Contact Management Systems. Contacts in Wise Agent are identified via their email, phone, and name (in that order).

1. First Name
2. Last Name
3. Title
4. Categories
5. Home Phone
6. Mobile Phone
7. Work Phone
8. Spouse First Name
9. Spouse Last Name
10. Email
11. Company
12. Source
13. Address Number
14. Street Address
15. Suite Number
16. City
17. State
18. ZIP
19. PO Box
20. Country
21. Rank
22. Status
23. Last Contact Date
24. Date Met
25. Birthday
26. Anniversary: Not visible on screenshot, only appears when applicable.
27. Home Sale Anniversary: Not visible on screenshot, only appears when applicable.
28. Inside Team Assignment
    1. Email
29. Outside Team Assignment: Not visible on screenshot, only appears when applicable.

 

 

 

 

 

What Information is Synced TO Contacts in Wise Agent?

The following information in Wise Agent  can be populated with fields from other Contact Management Systems. Users in Wise Agent are identified via their email.

 

1. First Name
2. Last Name
3. Inside Team Members
4. Outside Team Members: Not visible on screenshot, only appears when applicable.
5. Categories
6. Home Phone
7. Mobile Phone
8. Work Phone
9. Email
10. Company
11. Source
12. Address Number
13. Street Address
14. Suite Number
15. City
16. State
17. Zip Code
18. Country
19. Rank
20. Contact Status
21. Extra Addresses: We can create sets of extra addresses when synced from systems with an equivalent "Address Set" field set.
    1. Address Type
    2. Address Number
    3. Address
    4. Suite Number
    5. P.O. Box
    6. Building Floor
    7. City
    8. State
    9. Zip Code
    10. County
    11. Country
    12. MLS
    13. Subdivision
    14. Township
22. Property Search Criteria List: We can create sets of "Saved Searches" when synced from systems with an equivalent "Saved Search" field.
    1. Property Info City
    2. Property Info Zip
    3. Property Type
    4. Property Area
    5. Property Notes
    6. Minimum Price
    7. Maximum Price
    8. Minimum Bathrooms
    9. Minimum Bedrooms
    10. Moving Timeframe
    11. Property Square Footage

 

 

What do I need to get started / How do I connect the Apps?

If you are interested in using this integration, please prepare the following steps:

 

1. Create or Log into your API Nation Account
2. Connect Wise Agent to your Account
   1. Pressing "Add Account" will redirect you to sign into Wise Agent.
3. Navigate to the Integrations page on the Wise Agent page and choose which App you would like to connect!.

 

Indepth Overviews on each Sync

Below are several articles covering the details of each specific sync.

• TBD

 

FAQ

TBD

 

Schedule a Set Up Call

If you have any questions about onboarding, feel free to contact Justin Hua via this calendar link! We will walk you through the onboarding process so that it's as smooth as possible.