Automations & Saved Filters

Saved filters let you define exactly which leads you care about. Pair them with webhook endpoints and auto-skiptrace to fully automate your lead flow.

Saved filters

A saved filter is a named set of criteria — lead types and/or counties — that you apply to your lead stream. You can create as many filters as you like from Dashboard → Automations.

Filters are evaluated against every new lead at insert time. A lead matches if it satisfies all active criteria (lead type AND county, if both are set).

Webhook endpoints

Each saved filter can have one or more HTTPS webhook endpoints attached. When a lead matches the filter, a signed POST request is dispatched to all active endpoints.

Use the Test button to send a synthetic payload and confirm delivery before going live. See the full Webhook Docs for payload schema and signature verification code.

Auto-skiptrace

Toggle auto-skiptrace on any saved filter to enrich matching leads automatically before the webhook fires. Phone numbers and email addresses are appended to the webhook payload — no extra API calls needed on your end.

One skiptrace credit is consumed per unique lead enriched. If a lead was already skiptraced, results are reused for free.

See the Skiptrace Guide for details on credits and returned data fields.