Active with remarks |
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This application needs additional settings. Please follow the documentation below to create your own connectionUnique, active service acces point to a network. There are different types of connections (API key, Oauth…).. |
The IQDial modulesa module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. allow you to add, retrieve contacts, and create a contact file in your IQDial account.
Prerequisites
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An IQDial account
In order to use IQDial with Boost.spaceA platform that centralizes and synchronizes company data from internal and external sources, offering a suite of modules and addons for project management, CRM, data visualization, and more. Has many features to optimize your workflow! IntegratorPart of the Boost.space system, where you can create your connections and automate your processes., it is necessary to have an IQDial account. If you do not have one, you can create an IQDial account at https://new.iqdial.com/register.
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The modulea module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. dialog fields that are displayed in bold (in the Boost.space Integrator scenarioA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive., not in this documentation article) are mandatory! |
To connect your IQDial account to Boost.space Integrator you need to obtain the API TokenA secure code used to authenticate and authorize access to API endpoints, enabling users to connect with third-party applications. from your IQDial account and insert it in the Create a connection dialog in the Boost.space Integrator module.
1. Log in to your IQDial account and open your Dashboard.
2. Click your Profile Icon > My Account.
3. Copy the API TokenA secure code used to authenticate and authorize access to API endpoints, enabling users to connect with third-party applications. or click Generate New to create a new API Token.
4. Go to Boost.space Integrator and open the IQDial module’s Create a connection dialog.
5. In the Connection name field, enter a name for the connection.
6. In the API Token field, enter the API Token copied in step 3.
7. Click Continue.
The connection has been established.
Add a new contact to an IQDial contact file.
Connection |
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Name (Name of the contact file) |
Enter a name for the contact file you want to add. |
Creates a contact file.
Connection |
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Contact File (Contact file you want to add contacts to) |
Enter a name for the contact file you want to add. |
Append Missing Phone |
When selected, fins the missing phone numbers of the contact. |
Append Missing Email |
When selected, fins the missing email address of the contact. |
StatusIn Boost.space, statuses are indicators assigned to records within modules to represent their current state or progress. They can be system-defined, such as "Active" or "Done," or custom-created to fit specific workflows. Statuses help track and manage tasks, projects, and processes efficiently. |
Select the status of the contact:
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First Name |
Enter the first name of the contact. |
Last Name |
Enter the last name of the contact. |
Phone |
Enter the phone number of the contact. |
Total Rooms |
Enter the number of rooms in the property. |
Lost Sold Date |
Enter the date when the property was last sold. |
Skype |
Enter the Skype ID of the contact. |
Link |
Add a link to the contact profile or the property. |
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Enter the email address of the contact. |
Property Address |
Enter the street address of the property. |
Property City |
Enter the city name. |
Property State |
Enter the state name. |
Property Zip |
Enter the property zipcode. |
Mailing Address |
Enter the street name of the contact mailing address. |
Mailing City |
Enter the city name. |
Mailing State |
Enter the state name. |
Mailing Zip |
Enter the zipcode of the mailing address. |
Assessed Value |
Enter the assessed value of the property. |
Year Built |
Enter the year in which the property was built. |
Bedrooms |
Enter the number of bedrooms the property has. |
Land Type |
Enter the property land type. |
Sq. ft |
Enter the property Sq. ft area. |
Lot Sq. ft |
The total area of Sq. ft of the property if it is a multiple storey building. |
Get contacts of specific contact file.
Connection |
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Contact File |
Select the contact file whose contact information you want to retrieve. |
Status |
Select the status of the contact:
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