Where to start
CRM workspace → Tools → Britixo Automations (or Utilities in a classic layout)
Before you begin
Choose one simple lead workflow and name the person responsible for it. Start with a clearly labelled fictional enquiry, rather than a live customer or an urgent operational process.
Follow these steps
- Open your Proplix workspace and confirm the company shown in the application.
- Ask your workspace administrator to confirm that the connector is enabled and that an approved Zapier app or assisted connection is available for this workspace.
- Read the supported-features guide. The current connector provides lead reading/search, lead creation and queued new-lead notifications; it does not expose every CRM module.
- Open the connector overview using the route in the next guide, then follow the connection guide supplied for your approved Zapier app.
- Complete one end-to-end test, check the destination record and agree an owner for errors before publishing the Zap.
Check the result
A completed setup has a verified workspace, an authorised connection, a successful test at both ends and a named person who will monitor the automation.
If something does not look right
If the app is not visible in Zapier, ask Proplix support to confirm access or provide the approved invitation. A help article or a healthy endpoint does not by itself activate a Zapier app.
Fields, rules and limits
- “Zapier Ready Integration” is the Help Centre name. The application screen currently uses Britixo Automations.
- Availability depends on enabled modules, workspace permissions, the approved Zapier configuration and your Zapier plan.
- Use a controlled pilot before relying on automation for live work. Delivery timing and exactly-once processing are not guaranteed.
Questions and answers
What does Zapier Ready mean?
It identifies the connector and its documented setup path. It does not mean that every Proplix feature is a Zapier action, that an app is publicly listed, or that an account is connected automatically.
Which everyday workflows can I start with?
Where exposed by your approved Zapier app, start with New Lead, Create Lead and Find Lead. For Proplix, a useful pilot is creating a sales lead from a property-service enquiry, before any property or tenancy record is created.
Do I need to write code?
Routine setup in an approved Zapier app is normally completed with fields and dropdowns. A custom API setup needs an experienced integrator; use the developer reference only if that route has been agreed.
Is Zapier included in my subscription?
Check your Proplix package and implementation agreement. Zapier subscriptions, task allowances and connected provider charges are separate matters; no price or entitlement is established by this guide.
Can I use this for an urgent safety or payment process?
Keep time-critical, safety-critical or financial decisions in their established controlled workflow unless your team has separately tested and approved the complete process, failure handling and fallback.
Where should a new user go next?
Start with requirements and access, confirm the workspace address, then connect and test. The section index keeps those guides in that order.
Useful next steps
- Find the Zapier integration screen
- Prepare accounts and access for Zapier
- Choose the correct workspace URL
Contact the Proplix team if you need help with your setup. Include the page or record reference and a description of the issue; leave passwords and private access tokens out of the message.