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RiTA Integration

  • Updated

What is RiTA? 

Using the power of artificial intelligence, RiTA is able to enhance your data with property data, market data and new leads. More information can be found via this link.

Contents: 

Step by step

Setting up the integration

1. An API token needs to be enabled (Office Integrations > Third-Party Access > Add Token)

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2. Once here you are able to select Aire to create the third party token 

3. This will generate the token, to which AiRE/RiTA will advise how they wish to receive this token (thereby activating the integration)

How does RiTA integrate with Vault? 

This integration is a two-way API integration that allows information to be sent back and forth between RiTA and VaultRE.

Below is a list of all data that is sent between Vault & RiTA:

Calls

  • A call made in VaultRE creates a note in RiTA
  • A call made in RiTA creates a note on the contact in VaultRE

SMS

  • An SMS sent in VaultRE creates a note in RiTA
  • An SMS sent in RiTA creates a note on the contact in VaultRE

Emails

  • An email sent in VaultRE creates a note in RiTA
  • An email sent in RiTA creates a note on the contact in VaultRE

Follow Ups

  • A follow up made in VaultRE creates a note in RiTA
  • A follow up made in RiTA creates a note on the contact in VaultRE

Appointments

  • An appointment made in VaultRE creates a note in RiTA
  • An appointment made in RiTA creates a note on the contact in VaultRE

Notes

  • A note entered in VaultRE creates a note in RiTA
  • A note entered in RiTA creates a note on the contact in VaultRE

Archives

  • A contact archived in VaultRE is archived in RiTA
  • A contact archived in RiTA is also archived in VaultRE

Property Details

  • When property ownership is added or updated in VaultRE, it is added or updated in RiTA.
  • Estimated selling dates in VaultRE are updated in RiTA
  • When changes are made in RiTA to the property ownership and/or estimated selling dates, a note is created against the contact in VaultRE

Buyer Details

  • When buyer requirements are added or updated in VaultRE, they are added or updated in RiTA
    When a change is made to the buyer timeline in VaultRE, RiTA is updated. However, changes made in RiTA do not update in VaultRE

Contact Categories

  • When a contact’s categories are added or updated in VaultRE, they are added or updated in RiTA

Contact Data Score

  • A contact data score in VaultRE updates in RiTA. However, RiTA’s contact data score doesn’t update in VaultRE

Contact Details

  • Changes made on a contact’s first name, last name, primary mobile and email in VaultRE are updated in RiTA, and vice versa
  • Secondary phone numbers can only be viewed in RiTA

Communication Preference

  • Changes made on a contact’s ‘Do Not Call’ /’No Spam’ preference in VaultRE are updated in RiTA, and vice versa

More information can be found via this link.

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