First, make sure you've signed up for a Zapier account. It's free to start!
Available Wise Agent Actions
1. Add/Update Lead or Contact
Create a new lead in Wise Agent or update an existing contact with information received from another app. This can include contact details and other supported lead fields.
Example: Automatically add a new lead from a website form, marketing platform, or another connected app.
2. Get Lead by Email
Look up a lead using their email address to retrieve their unique Wise Agent contact ID.
Example: Find a contact before adding notes or making other updates to their record.
3. Get Lead by Phone
Look up a lead using their phone number to retrieve their unique Wise Agent contact ID.
Example: Identify a contact when an external platform provides a phone number instead of an email address.
4. Get Lead/Contact by ID
Retrieve a specific lead or contact using their Wise Agent contact ID.
Example: Access a known contact's record as part of a multi-step automation.
5. Add Extra Address
Add an additional address to an existing lead or contact, such as another owned property or a property of interest.
Example: Record an additional property address associated with a client.
6. Create Lead Note
Add a note or activity to a lead's Wise Agent record.
Example: Automatically document information collected through another app or record details from an external interaction.
7. Add Visited Web Page
Record a website or property page visit on a lead's record.
Example: Log a property URL that a lead viewed through a connected website or application.
8. Create Lead/Contact Webhook by Type
Set up a webhook based on a supported lead or contact activity in Wise Agent. A webhook can send information to another system when the specified event occurs.
Example: Use a Wise Agent contact activity to trigger a workflow in another connected application.
Note: Available events, fields, and workflow capabilities depend on the connected application and the specific Zapier setup.
Examples of What You Can Automate
Wise Agent can work alongside other applications through Zapier. Here are a few examples:
Capture new leads: Automatically create a Wise Agent lead when someone submits a website form.
Connect your apps: Send lead information between Wise Agent and other supported platforms.
Record activity: Add notes or website visits to a contact's record.
Trigger other workflows: Use a supported Wise Agent webhook event to start an action in another application.
Connect an AI assistant: Use Zapier MCP to perform supported Wise Agent tasks through natural-language prompts.
For setup instructions, see our related articles:
For assistance with your Wise Agent account or API key, please contact our Support team at support@wiseagent.com or call (480) 836-0345. We're available 24/7 to help!