External Sending
  • 29 Oct 2021
  • 1 Minute to read
  • Contributors
  • Comment
  • Dark
    Light

External Sending

  • Comment
  • Dark
    Light

Article summary

External Sending is the ability to automatically or manually send opportunity details to an external, third-party tool depending on the active action in the system. This is especially useful for Dispositions where if an opportunity goes under contract in IF3, you can send the details to another tool to start the Dispositions process.

Premium Feature
External Sending is only available to Premium Users. If you are interested in upgrading, please email billing@investorfuse.com.

Add External Sending

  1. Select a Team you wish to view
  2. Click ⚙️ the gear icon
  3. Select External Sending 
  4. Click +Add External Sending at the bottom of the page
  5. Input the name of the new External Sending
  6. Click Save
  7. In the Sending Details tab, select between Automatic or Manual
    1. Automatic will immediately send the opportunity details once the "Trigger on action" occurs.
    2. Manual will create a button and will appear in the Info tab of the opportunity when the "Trigger on action" occurs.
      1. If you select Manual, enter the name of the button that will appear in the Info tab of the opportunity.
  8. Select the Trigger on Action for when the system is supposed to send out the opportunity details
  9. Click 💾 the Save icon at the bottom-right corner of the page


Set up Email Notification

Automatically send an email notification to one or more people when the opportunity is successfully sent.

  1. Click on Email Notification tab
  2. Enter the email/s where the notification will be sent to. Separate the emails with a comma if sending to multiple emails.
  3. Add an Email Subject
  4. Write the body of the notification. Seller details, opportunity details, and a link to opportunity will populate at the bottom of your email body.
  5. Click 💾  the Save icon at the bottom-right corner of the page


Set up Webhook

Input the Webhook URL where the opportunity details will be sent to when the trigger occurs.

  1. Click the Webhook tab
  2. Enter the Webhook URL where the opportunity info will be sent
  3. Click 💾 the save icon at the bottom-right corner of the page



Was this article helpful?