Check supported actions and operating limits
Check the current Britixo Zapier connector scope, action boundaries, search limits, delivery behaviour and features that need separate integration work.
Before you begin
Write down the exact record type and operation you need. “Connect the CRM” is broader than the lead-focused capabilities currently exposed by this module.
CRM workspace → Tools → Britixo Automations (or Utilities in a classic layout)
Follow these steps
- Match the workflow to New Lead, Create Lead, Find Lead or the documented advanced read endpoints.
- Check that the approved Zapier app exposes that capability for your workspace.
- Review list/search limits, permission requirements and queue behaviour before estimating volume or timing.
- For property records, invoices, payments, tickets, tasks or other modules, ask support to confirm a separate supported integration rather than sending unknown fields to the lead action.
- Agree and test a controlled pilot, including duplicate handling and recovery responsibilities.
Check the result
The agreed workflow uses supported records and operations, with clear expectations for volume, timing and failure handling.
Rules, fields and operating limits
- The authenticated API limit is configured at 120 requests per minute per connection. Do not treat it as a throughput or availability guarantee.
- Lead listing accepts a limit from 1 to 100, defaulting to 20. Search returns at most 20 matches.
- The current Create Lead endpoint does not update, delete, convert or bulk-import leads.
- The module does not guarantee exactly-once delivery, complete lead-update coverage or strict event ordering.
If something does not look right
If the desired event or action is absent, request a scoped integration review. Do not rename an unrelated app action or assume a generic API request can safely perform an unsupported business operation.
Questions and answers
Can I update or delete an existing lead?
Not with the current documented create/read endpoints. Request a separately supported operation if that workflow is needed.
Can I create a customer rather than a lead?
This module creates leads. Customer creation or lead conversion is a separate CRM workflow and is not exposed by this action.
Can I automate property records or compliance cases?
The current connector is lead-focused. Property, compliance and other specialist modules need their own explicitly supported workflow or a separately scoped extension.
Can I send invoices, payments or support tickets?
Those record types are not exposed by this module’s current actions. Confirm an appropriate integration or a scoped extension with support.
Can I import all my historical data?
There is no bulk-import action here. Use the established import process or agree a migration separately; a new-lead subscription does not replay the historical register.
Will every change to a lead trigger an event?
No complete all-change guarantee is documented. The technical updated-event path does not cover every native operation, so test and agree the exact workflow before relying on it.
Is there a guaranteed requests-per-second capacity?
No. The configured rate limit and queue batch are protective operating settings, not a capacity benchmark or service-level commitment.
Can another automation platform use these endpoints?
Only through a separately approved integration that meets the connector’s authentication and destination rules. A Zapier-ready label does not certify every third-party platform.
Useful next steps
Contact Britixo support. Include the workspace, action, run reference and time; keep credentials private.