Integrations Guide

PropertyBase integrates with popular tools to streamline your workflow.

Available Integrations

Payment Processing

Stripe

Accept payments and manage subscriptions:

Features:
  - Credit card payments
  - Bank transfers
  - Subscription billing
  - Invoice generation
  - Payment links

Setup:

1. Go to Settings > Integrations > Stripe
2. Click Connect with Stripe
3. Authorize PropertyBase
4. Configure payment settings

Communication

SendGrid (Email)

Professional email delivery:

Features:
  - Transactional emails
  - Marketing campaigns
  - Email templates
  - Delivery tracking
  - Analytics

Setup:

1. Go to Settings > Integrations > Email
2. Enter your SendGrid API key
3. Verify sender domain
4. Configure templates

Slack

Team notifications and alerts:

Notifications:
  - New lead assigned
  - Lead stage changes
  - Deals closed
  - Daily summaries
  - Mentions and comments

Setup:

1. Go to Settings > Integrations > Slack
2. Click Add to Slack
3. Select channel for notifications
4. Configure notification types

Microsoft Teams

Similar to Slack integration:

1. Go to Settings > Integrations > Teams
2. Sign in with Microsoft account
3. Select team and channel
4. Configure notifications

CRM & Marketing

Mailchimp

Email marketing automation:

Sync:
  - Contacts to lists
  - Tags and segments
  - Campaign tracking
  - Subscription status

HubSpot

Two-way CRM sync:

Sync:
  - Contacts ↔ Leads
  - Companies ↔ Projects
  - Deals ↔ Pipeline
  - Activities

Property Portals

Zillow / Realtor.com

Syndicate listings to major portals:

Export:
  - Property details
  - Photos
  - Pricing
  - Agent contact

Import:
  - Lead inquiries
  - View statistics

Document Signing

DocuSign

Electronic signatures:

Features:
  - Send documents for signature
  - Track signature status
  - Store signed documents
  - Template library

Workflow:

1. Generate document in PropertyBase
2. Click Send for Signature
3. Select signers
4. Track and receive signed copy

Webhooks

Overview

Webhooks allow real-time data sync with any system.

Available Events

Event	Description
lead.created	New lead added
lead.updated	Lead details changed
lead.stage_changed	Lead moved to new stage
lead.assigned	Lead assigned to agent
property.created	New property added
property.updated	Property details changed
property.status_changed	Property status changed
unit.created	New unit added
unit.sold	Unit marked as sold
deal.created	New deal created
deal.closed	Deal completed
agent.created	New agent added
commission.calculated	Commission computed
invoice.created	Invoice generated

Setting Up Webhooks

1. Go to Settings > Integrations > Webhooks
2. Click Add Webhook
3. Configure:

URL: https://your-server.com/webhooks/propertybase
Events:
  - lead.created
  - lead.stage_changed
  - deal.closed
Secret: your-webhook-secret
Active: true

Webhook Payload

{
  "event": "lead.created",
  "timestamp": "2024-01-15T10:30:00Z",
  "workspace_id": "ws_123",
  "data": {
    "id": "lead_456",
    "name": "John Smith",
    "email": "john@example.com",
    "source": "website",
    "created_at": "2024-01-15T10:30:00Z"
  }
}

Verifying Webhooks

Verify webhook authenticity:

import crypto from 'crypto';

function verifyWebhook(payload: string, signature: string, secret: string) {
  const expected = crypto
    .createHmac('sha256', secret)
    .update(payload)
    .digest('hex');

  return crypto.timingSafeEqual(
    Buffer.from(signature),
    Buffer.from(expected)
  );
}

API Integration

REST API

Full API access for custom integrations:

# Get all leads
curl -X GET https://api.propertybase.ai/v1/leads \
  -H "Authorization: Bearer YOUR_API_KEY"

See API Reference for complete documentation.

SDKs

Official SDKs available:

• JavaScript/TypeScript
• Python
• PHP

import { PropertyBase } from '@propertybase/sdk';

const client = new PropertyBase({ apiKey: 'YOUR_API_KEY' });

const leads = await client.leads.list({ status: 'new' });

Zapier Integration

Connect with 5000+ apps via Zapier:

Triggers

• New lead created
• Lead stage changed
• Property added
• Deal closed

Actions

• Create lead
• Update lead
• Add note
• Change stage

Example Zaps

1. Google Form → Lead: Create lead from form submission
2. Lead Won → Google Sheets: Log closed deals
3. New Lead → SMS: Send SMS notification
4. Calendar Event → Note: Log meeting notes

Data Import/Export

CSV Import

Import data from other systems:

• Leads
• Properties
• Contacts
• Agents

XML Feed

Standard XML feed for portals:

<?xml version="1.0" encoding="UTF-8"?>
<properties>
  <property>
    <id>123</id>
    <title>Sunset Villa A</title>
    <!-- ... -->
  </property>
</properties>

Bulk Export

Export all data:

1. Go to Settings > Data
2. Click Export All Data
3. Select format (JSON, CSV)
4. Download archive

Best Practices

1. Start Simple - Enable one integration at a time
2. Test First - Use test/sandbox environments
3. Monitor - Check integration health regularly
4. Document - Keep track of active integrations
5. Security - Rotate API keys periodically