LionDesk

Getting Started with LionDesk

The LionDesk modules allow you to list, retrieve, create, update, or delete contacts, contact addresses, contact hotness, contact sources, custom fields, events, tags, campaigns, and leads in your LionDesk account.

Prerequisites

  • A LionDesk account

In order to use LionDesk with Integromat, it is necessary to have a LionDesk account. If you do not have one, you can create a LionDesk account at www.liondesk.com/freetrial.

The module dialog fields that are displayed in bold (in the Integromat scenario, not in this documentation article) are mandatory!

Connecting LionDesk to Integromat

To connect your LionDesk account to Integromat follow the general instructions for Connecting to services.

After you click the Continue button, Integromat will redirect you to the LionDesk website where you will be prompted to grant Integromat access to your account.

2019-08-14_16_37_28-https___api-v2.liondesk.com_oauth2_authorize_scope__client_id_38fa114befcb8e39a4.png

Confirm the dialog by clicking the Allow button.

Contacts

List Contacts

Retrieves all contacts based on filter settings.

Connection Establish a connection to your LionDesk account.
Limit Set the maximum number of results Integromat will return during one execution cycle.
Sorting Field Select the field you want to sort the result by.
Order Select whether to sort result in the ascending or descending order.
Filter: Before Date Select whether you want to enter creation or modification date.
Order Select whether to include entered date to the filter.
Before Date Enter the date before that the contact has been created. Enter the date in the ISO8601 format. The list of supported date and time formats.
Filter: After Date Select whether you want to enter creation or modification date.
Order Select whether to include entered date to the filter.
After Date Enter the date after that the contact has been created. Enter the date in the ISO8601 format. The list of supported date and time formats.
Filter: Fields Add fields and their values you want to filter the result by.

Get Contact

Retrieves contact details.

Connection Establish a connection to your LionDesk account.
Contact ID Map or select the contact you want to retrieve details about.

Delete Contact

Deletes a contact.

Connection Establish a connection to your LionDesk account.
Contact ID Map or select the contact you want to delete.

Create Contact

Creates a new contact

Connection Establish a connection to your LionDesk account.
Assigned User ID Enter (map) the assigned user ID.
Assigned user must belong to one of your teams/groups. For more details about teams please refer to the LionDesk Help
If the wrong ID is entered, then an error is returned and no contact is created.
First Name Enter the contact's first name.
Last Name Enter the contact's last name.
Email Enter the email address of the new contact. 
When an already existing email address is entered then an error is returned and no contact is created.
Secondary Email Enter the contact's secondary email address.
Mobile Phone Enter the contact's mobile phone number.
Home Phone Enter the contact's home phone number.
Office Phone Enter the contact's office phone number.
Fax Enter the contact's fax number.
Company Enter the company of the contact.
Birthday Enter to contact's birthday in the DD/MM/YYYY format.
Anniversary Enter the purchase/sale anniversary of the contact in the DD/MM/YYYY format.
Spouse Name Enter the contact's spouse name.
Spouse Email Enter the contact's spouse email.
Spouse Phone Enter the contact's spouse phone.
Spouse Birthday Enter the contact's spouse birthday in the DD/MM/YYYY format.
Tags

Select the desired tags for the customer. If you want to create a new tag, switch the map button and enter the name for the new tag.

c034VR0bTt.gif

Status Select the current status of the contact.
Created At Enter the date and time at which the contact was created. The list of supported date and time formats.
Modified At Enter the date and time at which the contact was last edited. The list of supported date and time formats.
Hotness ID Select the contact hotness level from the menu.
Source ID Select the lead source from the menu.

Update Contact

Updates contact.

Connection Establish a connection to your LionDesk account.
Contact ID Select the contact or map the contact ID of the contact you want to update.

Please find the descriptions of the fields in the Create Contact section above.

Contact Addresses

List Contact Addresses

Retrieves all addresses of the contact.

Connection Establish a connection to your LionDesk account.
Limit Set the maximum number of addresses Integromat will return during one execution cycle.

Get Contact Address

Retrieves address details of specified contact.

Connection Establish a connection to your LionDesk account.
Contact ID Map or select the contact you want to retrieve the address for.
Address ID Map or select the address you want to retrieve details about.

Delete Contact Address

Deletes a contact address.

Connection Establish a connection to your LionDesk account.
Contact ID Map or select the contact whose address you want to delete.
Address ID Map or select the address you want to delete.

Create Contact Address

Creates an address for a specified contact.

Connection Establish a connection to your LionDesk account.
Contact ID Map or select the contact you want to create an address for.
City Enter the contact's city.
State Enter the contact's state.
Street Address 1 The first line of the street address.
Street Address 2 The second line of the street address.
Type Select the type of the contact's address.
ZIP Enter the ZIP code.

Update Contact Address

Edits the address of specified contact.

Connection Establish a connection to your LionDesk account.
Contact ID Map or select the contact you want to whose address you want to update.

Please find the descriptions of the fields in the Create Contact Address section above.

Contact Hotness

List Hotnesses

Returns all hotnesses.

Connection Establish a connection to your LionDesk account.
Limit Set the maximum number of hotnesses Integromat will return during one execution cycle.
Sorting Field Select whether you want to sort results by the user who created the hotness or by the rank.
Order Select whether to sort the result by the descending or ascending order.

Get Hotness

Retrieves hotness level details.

Connection Establish a connection to your LionDesk account.
Hotness ID Map or select a hotness you want to retrieve details about.

Delete Hotness

Removes specified level of hotness.

Connection Establish a connection to your LionDesk account.
Hotness ID Map or select the hotness you want to delete.

Create Hotness

Creates a new level of hotness.

Connection Establish a connection to your LionDesk account.
Hotness Name Enter the name for the new hotness level.
Hotness Rank Enter the rank number of the hotness level. The rank is the order of the hotness when displayed in lists. Rank of 0 will be at the top of the list.
Hotness Color Enter the Hex code of the color for the hotness level. E.g. #F3411B.

Update Hotness

Edits the hotness level.

Connection Establish a connection to your LionDesk account.
Hotness ID Map or select the hotness you want to update.

Please find the descriptions of the fields in the Create Hotness section above.

Create/Update/Delete Contact Hotness

Creates, updates, or deletes hotness from the specified contact.

Connection Establish a connection to your LionDesk account.
Contact ID Select or map the contact you want to create, update, or delete the hotness for.
Hotness ID

Select or map the hotness level you want to create or update. Delete the hotness by switching to the mapping mode and entering 0 to the field.

w853VQvDfB.gif

 

Contact Source

List Sources

Retrieves all lead source.

Connection Establish a connection to your LionDesk account.
Limit Set the maximum number of sources Integromat will return during one execution cycle.

Get Source

Retrieves source details.

Connection Establish a connection to your LionDesk account.
Source ID Map or select a source you want to retrieve details about.

Delete Source

Deletes a source.

Connection Establish a connection to your LionDesk account.
Source ID Map or select a source you want to delete.

Create Source

Creates a new source

Connection Establish a connection to your LionDesk account.
Name Enter a name for the new source.

Update Source

Changes the name of a source.

Connection Establish a connection to your LionDesk account.
Source ID Select or map the source you want to rename.
Name Enter a new name of the source.

Create/Update/Delete Source

Creates, updates, or deletes source from the specified contact.

Connection Establish a connection to your LionDesk account.
Contact ID Select or map the contact you want to create, update, or delete the source for.
Source ID

Select or map the source you want to create or update. Delete the hotness by switching to the mapping mode and entering 0 to the field.

w853VQvDfB.gif

 

Custom Fields

List Custom Fields

Retrieves all custom fields.

Connection Establish a connection to your LionDesk account.
Limit Set the maximum number of custom fields Integromat will return during one execution cycle.

Get Custom Field

Retrieves custom field details.

Connection Establish a connection to your LionDesk account.
Custom Field ID Map or select a custom field you want to retrieve details about.

Delete Custom Field

Deletes a custom field.

Connection Establish a connection to your LionDesk account.
Custom Field ID Map or select a custom field you want to delete.

Create Custom Field

Creates a new custom field.

Connection Establish a connection to your LionDesk account.
Custom Field Name Enter a name for the new custom field.
Custom Field Data Type Select whether the custom field is text, number, date, or dollar amount type.
Custom Field Rank Enter the rank number. Determines the order of the fields when displayed. The lower the number, the higher in the list. Defaults to 99999.

Update Custom Field

Edit a custom field.

Connection Establish a connection to your LionDesk account.
Custom Field ID Select or map the custom field you want to update.

Please find the descriptions of the fields in the Create Custom Field section above.

Create/Update/Delete Custom Value

Adds, changes, or deletes a value of the custom field.

Connection Establish a connection to your LionDesk account.
Contact ID Select the contact whose custom field value you want to change.
Custom Values

Add a desired custom field value.

Custom Field ID
Select the custom field that you want to add value to.

Value
Enter the desired value. The value must correspond to the custom field type. If the field is left empty, then the value of the custom field will be deleted.

Events

List Events

Returns all events based on filter settings.

Connection Establish a connection to your LionDesk account.
Limit Set the maximum number of events Integromat will return during one execution cycle.
Sorting Field Select the field you want to sort the result by.
Order Select whether to sort result in the ascending or descending order.
Filter: Before Date Select whether you want to enter creation or modification date.
Order Select whether to include entered date to the filter.
Before Date Enter the date before that the event has been created. Enter the date in the ISO8601 format. The list of supported date and time formats.
Filter: After Date Select whether you want to enter creation or modification date.
Order Select whether to include entered date to the filter.
After Date Enter the date after that the event has been created/modified. Enter the date in the ISO8601 format. The list of supported date and time formats.
Filter: Fields Add fields and their values you want to filter the result by.

Get Event

Retrieves event details.

Connection Establish a connection to your LionDesk account.
Event ID Map or select an event you want to retrieve details about.

Delete Event

Deletes an event.

Connection Establish a connection to your LionDesk account.
Event ID Map or select an event you want to delete.

Create Event

Creates a new contact event (formerly Activity).

Connection Establish a connection to your LionDesk account.
Contact ID Select or map the contact you want to assign an event to.
Type Enter the type of event. See the list of predefined events. You can enter a custom event.
The custom event can be read only via API, e.g LionDesk > Get Event module.
The LionDesk UI can currently only display a predefined set of types.
Description Enter the event related description.
Site Domain Enter the domain from which the request is received.
Created At Enter the date and time when the event was created at. The list of supported date and time formats.
Modified At Enter the date and time when the event was last modified. The list of supported date and time formats.

Update Event

Updates an existing event description.

Connection Establish a connection to your LionDesk account.
Event ID Select or map the event you want to update.
Description Enter a new description of the event.

Tags

List Tags

Retrieves all tags based on filter settings.

Connection Establish a connection to your LionDesk account.
Limit Set the maximum number of tags Integromat will return during one execution cycle.
Sorting Field Select the Content option to allow define the sorting order.
Order Select whether to sort tags in descending or ascending order.
Filter: Fields Here you can add filters to filter tags by.

Get Tag

Retrieves tag details.

Connection Establish a connection to your LionDesk account.
Tag ID Map or select a tag you want to retrieve details about.

Delete Tag

Deletes a tag.

Connection Establish a connection to your LionDesk account.
Tag ID Map or select a tag you want to delete.

Create Tag

Creates a tag.

Connection Establish a connection to your LionDesk account.
Tag ID Enter the name for a new tag.

Update Tag

Allows you to change the tag name.

Connection Establish a connection to your LionDesk account.
Tag ID Map or select the tag you want to update.
Tag Name Enter the new name for the tag.

Campaigns

List Campaigns

Returns all campaigns based on filter settings.

Connection Establish a connection to your LionDesk account.
Limit Set the maximum number of campaigns Integromat will return during one execution cycle.
Sorting Field Select the field that you want to sort the result by.
Order Select whether to sort result in the ascending or descending order.
Filter: Before Date Select whether you want to enter creation or modification date.
Order Select whether to include entered date to the filter.
Before Date Enter the date before that the campaign has been created. Enter the date in the ISO8601 format. The list of supported date and time formats.
Filter: After Date Select whether you want to enter creation or modification date.
Order Select whether to include entered date to the filter.
After Date Enter the date after that the campaign has been created/modified. Enter the date in the ISO8601 format. The list of supported date and time formats.
Filter: Fields Add fields and their values you want to filter the result by.

Get Campaign

Retrieves campaign details.

Connection Establish a connection to your LionDesk account.
Campaign ID Map or select a campaign you want to retrieve details about.

Delete Campaign

Deletes a campaign.

Connection Establish a connection to your LionDesk account.
Campaign ID Map or select a campaign you want to delete.

Create Campaign

Creates a new campaign.

Connection Establish a connection to your LionDesk account.
Name Enter the name for the new campaign.
Broker Sharing On? Select the Yes option if the broker would like the campaign to be viewable by sub-accounts. Otherwise, select the No option.

Update Campaign

Updates campaign information.

Connection Establish a connection to your LionDesk account.
Campaign ID Map or select a campaign you want to update.

Please find the descriptions of the fields in the Create Campaign section above.

Campaign Contact

Create Campaign Contact

Adds a contact to the campaign.

Connection Establish a connection to your LionDesk account.
Campaign ID Select or map the campaign you want to add a contact to.
Contact ID Map or select the contact you want to assign to the campaign.

Leads

List Leads

Retrieves all leads based on filter settings.

Connection Establish a connection to your LionDesk account.
Limit Set the maximum number of leads Integromat will return during one execution cycle.
Sorting Field Select the field that you want to sort the result by.
Order Select whether to sort result in the ascending or descending order.
Filter: Before Date Select whether you want to enter creation, modification, or claim date.
Order Select whether to include entered date to the filter.
Before Date Enter the date before that the lead has been created/modified/claimed. Enter the date in the ISO8601 format. The list of supported date and time formats.
Filter: After Date Select whether you want to enter creation, modification, or claim date.
Order Select whether to include entered date to the filter.
After Date Enter the date after that the lead has been created/modified/claimed. Enter the date in the ISO8601 format. The list of supported date and time formats.
Filter: Fields Add fields and their values you want to filter the result by.

Get Lead

Retrieves lead details.

Connection Establish a connection to your LionDesk account.
Lead ID Map or select a lead you want to retrieve details about.

Create Lead

Creates a new lead.

Connection Establish a connection to your LionDesk account.
Contact ID Select the contact you want to create the lead for.
Source ID Select or map the lead source.
Claimed Via Select the method how the lead was claimed.
Text Body Enter the text content of the body.
HTML Body Enter the body where the HTML formatting can be used.
MLS ID Enter the MLS number of the property if coming from an MLS.
Listing Status Enter the status of the listing associated with the lead.
Listing Price Enter the price of the listing associated with the lead.
Street Address Enter the address associated with the lead.
City Enter the lead's city.
State Enter the state associated with the lead.
Zipcode Enter the lead's ZIP code.
Type Enter the lead type. E.g. Buyer.

Lead Source

List Lead Sources

Returns all lead sources.

Connection Establish a connection to your LionDesk account.
Limit Set the maximum number of lead sources Integromat will return during one execution cycle.
Filter: Fields You can filter result by lead source ID or by the name.

Get Lead Source

Retrieves lead source details.

Connection Establish a connection to your LionDesk account.
Lead Source ID Map or select a lead source you want to retrieve details about.

Other

Make an API Call

Allows you to perform a custom API call.

Connection Establish a connection to your LionDesk account.
URL

Enter a path relative to https://api-v2.liondesk.com/. E.g. contacts.

For the list of available endpoints, refer to the LionDesk Developer Center.
Method

Select the HTTP method you want to use:

GET
to retrieve information for an entry.

POST
to create a new entry.

PUT
to update/replace an existing entry.

PATCH
to make a partial entry update.

DELETE
to delete an entry.

Headers Enter the desired request headers. You don't have to add authorization headers; we already did that for you.
Query String Enter the request query string.
Body Enter the body content for your API call.

Example of Use - List Contacts

The following API call returns all contacts:

2019-09-04_15_23_11-Window.png

Matches of the search can be found in the module's Output under Bundle > Body > data. 
In our example, 6 contacts were returned:

2019-09-04_15_24_22-Window.png

Popular use cases from our blog

slack-automation-illustration

Slack Automation: 20 Free Templates to Get You Inspired

google-sheets-automation-alt

Google Sheets Automation for Ecommerce: 23 Free Templates

tweet-automation-illustration

How to Get Someone's Tweets Before Anyone Else Does

onboarding-automation-with-integromat-alt

How to Automate Employee Onboarding in Minutes with Integromat

shopify-order-to-manufacturer-illustration-alt

How to Auto Send Shopify Orders to Dropshipping Suppliers [Guide]

strava-exercise-to-google-sheets-illustration

Like a Champ: How to Save Strava Activities to Google Sheets

Didn’t find what you were looking for?

Ticket

Create a ticket

Contact our world-class support team and tell us what’s happening.

Create a ticket
Expert

Find an expert

We feature a network of 450+ certified partners across the globe who are ready to help

Find an expert

Automate any workflow in your business

Sign up for a free account today. No credit card required, no time limits on free plan.