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.
Pro or Elite required for saved filters. Pro subscribers can save 1 filter preset; Elite subscribers can save up to 5 filter presets. See your plan for details. Auto-skiptrace on saved filters and webhook / Zapier integration require Elite. Starter subscribers can filter leads manually from the leads table but cannot save filter configurations.
A saved filter is a named set of criteria (lead types, counties, zip codes, owner type, date range, and more) that you apply to your lead stream. Pro subscribers can save 1 filter preset; Elite subscribers can save up to 5. Manage them from Dashboard → Automations.
Filters are evaluated against every new lead at insert time. A lead matches when it satisfies all active criteria (e.g. lead type AND county AND zip code, if all three are set).
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.
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.