Integration overview
With the Street Integration enabled it eliminates the need to enter Market Appraisal appointment data (i.e. client name, address, contact details, appointment date and time, etc) into Acaboom.
When a Market Appraisal is booked in Street, the appointment details are sent to Acaboom, where (if selected) a Pre-Appointment presentation is automatically sent to the homeowner and the main presentation is created ready for the valuer to add comparables, etc.
SETUP
Welcome to our integration setup guide, designed to seamlessly connect your system with Street for a streamlined workflow. Follow these steps to ensure a smooth integration process. With the booking of a market appraisal within Street, the integration supports the automatic sending of your Acaboom pre-appointment presentation and the creation of the main presentation/proposal within your account, where it’s then ready for the valuer to add comparable property and supporting data.
Request Initiation:
When a request is received either from yourself or directly from Street, we swing into action. Our team works diligently in the background to set up the integration, ensuring that all necessary details are gathered and processed.Integration Configuration:
Once the initial request is received, we collate and setup the required information and send it over to Street. This facilitates the mapping of accounts and users, ensuring a secure and efficient integration process.Confirmation from Street:
Street will notify you once the integration is successfully set up and ready to go. This confirmation is your signal that the systems are now connected and prepared to enhance your workflow.
Post-Integration Options
Following the integration setup, you gain the ability to control the flow of information. On the valuation page for the property, you have the option to decide whether you want to send a Pre-appointment to Acaboom or not.
Before 'Confirm Booking' is selected, a tickbox is present 'Send Acaboom pre-appointment presentation':
Unticked: If left unticked, the property details will insert into Acaboom without triggering a Pre-appointment email notification.
Ticked: If ticked, the property insertion not only updates Acaboom but also triggers the Pre-appointment email notification
Should you wish to only use Acaboom (and not Streets) for sending your pre-appointment confirmations, you can turn off Streets for all valuations in the settings > notification preferences section of Street.