CRM and operating system integration
Use Reapit records as branch context for SortX intake, follow-up tasks and reporting where data is available.
SortX uses the integration to keep agency work in one operating queue while respecting what the connected system can provide.
Reapit is the connected source or destination for this workflow.
SortX keeps property record context attached to the work item.
SortX keeps applicants context attached to the work item.
SortX keeps diary context attached to the work item.
SortX keeps tasks context attached to the work item.
SortX keeps reporting context attached to the work item.
Reapit
SortX connects Reapit to the surrounding records, tasks and approvals your team already uses.
Book a demoEach item below is a practical handoff: record matching, status checks, approvals and follow-up work.
Pull property, person and task context from Reapit into SortX where the connection makes it available.
Match Reapit contacts and property records against SortX before creating anything new.
Create SortX tasks for the right branch role instead of leaving work buried in Reapit.
Write notes or status changes back to Reapit only where the integration supports that direction.
Fold activity into SortX reporting so managers can see the work without exporting spreadsheets.
Show what the agent plans to change before external records or messages are updated.
Use Reapit records as branch context for SortX intake, follow-up tasks and reporting where data is available.
SortX sits beside the system your team already knows. It connects intake, normalises the record and prepares the next action for a person or AI agent to approve.
The goal is simple: fewer disconnected tabs, clearer ownership and no unsupported assumptions about what Reapit can or cannot return. SortX works with the fields and statuses available to your branch.
Book a demoConnect: Connect the branch data you choose to share.
Match: Match contacts, properties and live work against SortX records.
Route: Route the next task to the right agent queue with context attached.
Review: Sync notes, status changes and handoffs where the integration supports it.
Review workflowsReapit integration specifics.
No. SortX uses Reapit as a connected system and keeps the agency workflow in SortX. Your team still controls the vendor account, permissions and commercial relationship.
Only the fields configured for the integration are used. SortX syncs records, statuses, notes or files where Reapit makes them available and where your branch has approved that direction.
Yes. Approval steps can stay on for messages, record updates, document sends and sensitive compliance or finance actions.
Setup starts with branch mapping, permission checks and a short test workflow. SortX then rolls the Reapit connection into the right agent queue for your team.
We will map the connection, test the handoffs and keep approvals where your branch needs them.