Generate API keys, configure real-time webhooks, and import client data — so client workflows and property research flow between Realvory and your CRM, dashboard, or automation platform.
Why integrate
Advisors and agencies often work across several tools: a CRM for client management, a communication platform for updates, and Realvory for property research. The integration layer bridges those worlds without requiring manual data entry or spreadsheet exports.
What it helps with
Informational tools to support screening and due diligence. Not financial, investment, or real estate advice.
Three integration paths
Generate API keys in Settings and read your client list and shortlist data programmatically. Both endpoints accept Bearer token authentication or existing cookie sessions. Ideal for pulling structured property and client context into your own dashboards or CRM automations.
Subscribe to client engagement events: shortlist shared, viewed, and feedback received. Each webhook delivers a JSON payload signed with HMAC-SHA256 so your server can verify authenticity. No polling, no manual refresh — your CRM stays current as activity happens.
Moving from another CRM or spreadsheet? Upload a CSV, map the columns to Realvory fields, and import your entire client list in one step. The importer checks for duplicate emails, stores unmapped columns as metadata, and shows a detailed summary when complete.
FAQ
Pull client lists, shortlist data, property context, and viewer engagement into your own CRM, dashboard, reporting tool, or internal workflow. API keys give read access to structured data without scraping or manual export.
Generate an API key in Settings → Integrations. Include it in requests as an Authorization: Bearer header. Keys are stored as secure hashes — the full key is shown only once at creation time. Revoke a key at any time if needed.
GET /api/clients returns your client list with portfolio counts, status, budget, yield targets, and preferred areas. GET /api/clients/{id}/shortlists returns active shortlists for a specific client with item counts, view totals, and feedback counts.
Configure a webhook URL in Settings → Integrations, select which events to receive (shortlist shared, viewed, feedback received), and copy the signing secret. Realvory POSTs JSON payloads to your URL with an HMAC-SHA256 signature header for verification.
Three events are available: client.shortlist_shared (when you send a shortlist to a client), client.shortlist_viewed (when a client opens the shortlist), and client.feedback_received (when a client marks a property as interested, not-for-me, or leaves other feedback).
Each request includes an X-Realvory-Signature header containing an HMAC-SHA256 hex digest of the raw request body, computed with your webhook secret. On your server, compute the same HMAC and compare it to the header. Matching signatures confirm the payload came from Realvory and was not tampered with.
Use the CSV import tool at /clients/import. Upload a CSV file or paste tabular data from any spreadsheet. The importer auto-detects column headers, lets you map them to Realvory fields, checks for duplicate emails, and stores unmapped columns as custom metadata.
API keys and webhooks are available on Advisor and Team plans. Import your existing client list from any CSV to get started, then configure integrations in Settings.