Workflow Rules

Workflow Rules

Automate actions based on property management events

5

Total Rules

3

Active

2

Inactive / Draft

204

Total Executions

Rent Overdue Email Reminder

active
48 runs
Trigger:Rent Overdue

Send an email reminder to tenants when rent is more than 3 days overdue.

Email tenant with overdue notice+72h

New Maintenance Request – Notify Manager

active
134 runs
Trigger:Maintenance Request Created

Notify the property manager when a new maintenance request is submitted.

Notify property manager

Lease Expiring Soon – Renewal Task

active
22 runs
Trigger:Lease Expiring Soon

Create a renewal task 90 days before lease end date.

Create lease renewal task

Move-Out – Schedule Inspection

inactive
Trigger:Tenant Moved Out

Schedule a move-out inspection when a tenant is marked as moved out.

Schedule move-out inspection

Payment Received – Send Receipt

draft
Trigger:Payment Received

Automatically send a payment receipt email when a payment is recorded.

Email payment receipt
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