Zapier Integration Setup
Using Nekst with Zapier to automate
What is Zapier?
Zapier is an automation tool that connects different apps and services, allowing them to work together seamlessly. With Zapier, you can create automated workflows called "Zaps," which eliminate manual tasks and streamline your business processes.
Zapier connects over 6,000 apps, including Nekst, making it easy to automate key tasks in your real estate business. Instead of manually transferring data between apps, Zapier helps you save time by setting up triggers and actions that run automatically.
How Can You Use Zapier with Nekst?
By integrating Nekst with Zapier, you can automate many aspects of your real estate business. Here are some examples of workflows you can create:
Automate Email Notifications: Send an email or SMS when a new transaction is launched or a new Key Date is surpassed.
Add New Clients to an Email List: When a new client is added in Nekst, Zapier can add them to an email marketing platform like Mailchimp or ActiveCampaign.
Create Calendar Events for Transaction Deadlines: Automatically sync transaction deadlines from Nekst to Google Calendar or Outlook.
Send Slack or SMS Notifications to Your Team: Notify your team instantly when a transaction progresses to the next step.
Generate Google Drive or Dropbox Folders: Automatically create a folder for each new transaction and store related documents.
Log Transactions in a Spreadsheet: When a new task or update occurs in Nekst, log the details in Google Sheets for easy tracking.
Trigger Notifications for Expiring Deadlines: Set up reminders for expiring contract deadlines or important upcoming tasks via email or tex
Integrate with QuickBooks or Accounting Software: Sync financial data related to transaction closings or commissions.
**Tutorial: Setting Up Zapier with Nekst**
**Step 1: Creating a Zapier Account**
Go to Zapier’s website and click Sign Up.
Enter your email address and create a password, or sign up with your Google or Microsoft account.
Once logged in, you will see your Zapier dashboard, where you can create and manage your Zaps.
Zapier offers a free account with limited features and functionality, but it can be a great place to start!
**Step 2: Creating a Zap Using Nekst**
Click the + Create Zap button in your Zapier dashboard.
Choose Nekst as the trigger app (you may need to search for it).
Select a Trigger Event (e.g., "New Transaction Created").
Click Continue and sign into your Nekst account (see next step for API token setup).
Choose the specific transaction or data type to monitor, then click Continue.
Select an Action App (e.g., Google Calendar, Slack, Mailchimp) and an Action Event (e.g., "Create Event" or "Send Email").
Connect the action app and map the necessary fields from Nekst to the receiving app.
Test your Zap to ensure it's working correctly.
Click Publish Zap to activate your automation.

**Step 3: Signing Into Nekst Using an API Token**
To integrate Nekst with Zapier, you’ll need to generate an API token from your Nekst account.
Log into Nekst and navigate to your Settings.
On the left side Navigation bar will be a link for API Tokens.

On the Tokens page, Click Create Token and in the pop-up add "Zapier" for the Token Name and leave the "Expires At" blank and click Submit

Copy the generated token by clicking on the Eye Icon and then in the pop-up, click the Copy Icon to paste into Zapier.


When prompted in Zapier, paste the token in the authentication field to link your Nekst account.
Click Continue to complete the connection.
Once connected, you can use Nekst as a trigger or action in your Zaps, unlocking powerful automation capabilities!
Zapier makes it easy to automate workflows and eliminate repetitive tasks in your real estate business. By integrating Nekst with your favorite apps, you can streamline transactions, improve communication, and save time on administrative work.
If you find we are missing integration options, please let us know!
Updated on: 03/20/2025
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