Visual Lease Integrations

CRM (Customer Relationship Management)

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Email by Zapier

Email, Zapier

Gmail

Email, Google

SMS by Zapier

Phone & SMS, Zapier

Paths by Zapier

Developer Tools, Zapier

Dropbox

File Management & Storage

Google Sheets

Google, Spreadsheets

Trello

Project Management

Xero

Accounting

Google Calendar

Calendar, Google

Email by Zapier

Email, Zapier

Gmail

Email, Google

SMS by Zapier

Phone & SMS, Zapier

Paths by Zapier

Developer Tools, Zapier

Dropbox

File Management & Storage

Google Sheets

Google, Spreadsheets

Email by Zapier

Email, Zapier

Gmail

Email, Google

SMS by Zapier

Phone & SMS, Zapier

Paths by Zapier

Developer Tools, Zapier

Dropbox

File Management & Storage

Google Sheets

Google, Spreadsheets

Trello

Project Management

Xero

Accounting

Google Calendar

Calendar, Google

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Quickly automate Visual Lease integrations with Zapier's templates

Create Visual Lease notes for new inbound emails
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Email by Zapier + Visual Lease
Create Visual Lease documents from new inbound emails
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Email by Zapier + Visual Lease
Share new Visual Lease leases via email
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Visual Lease + Email by Zapier
Create Visual Lease documents from Dropbox files
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Dropbox + Visual Lease
Create new leads in HelloAlex for new Visual Lease leads
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Visual Lease
Create PHOTO iD assignments from new Visual Lease contacts
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Visual Lease + PHOTO iD by U Scope

Create Visual Lease notes for new inbound emails

Email by Zapier + Visual Lease

Create Visual Lease documents from new inbound emails

Email by Zapier + Visual Lease

Share new Visual Lease leases via email

Visual Lease + Email by Zapier

Create Visual Lease documents from Dropbox files

Dropbox + Visual Lease

Create new leads in HelloAlex for new Visual Lease leads

Visual Lease

Create PHOTO iD assignments from new Visual Lease contacts

Visual Lease + PHOTO iD by U Scope

Supported triggers and actions

What does this mean?

- Email Address of RecipientRequired
  This is the email address you have setup in Visual Lease Alerts tab as the recipient/contact who is to receive the alert notification. This email address will be used to filter and send only alerts for which you are a recipient.
Trigger
Instant
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Change of Lease Status
Triggers when lease status is changed.
Trigger
Instant
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New Lease
Triggers when a new lease is created.
Trigger
Instant
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New Project
Triggers when a new project is created.
Trigger
Instant
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Change of Project Status
Triggers when project status is changed.
Trigger
Instant
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- Lease NameRequired
  Lease to which the document will be added to. The field in the trigger app, to which you map this Lease Name field, must contain the name of the Lease.
- File NameRequired
  File name of document.
- File Content UrlRequired
  Url from which file can be retrieved.
Action
Write
- Project NameRequired
  Project to which the document will be added to.
- File NameRequired
  File name of the document.
- File Content UrlRequired
  Url from which the file can be retrieved.
Action
Write

- Email Address of RecipientRequired
  This is the email address you have setup in Visual Lease Alerts tab as the recipient/contact who is to receive the alert notification. This email address will be used to filter and send only alerts for which you are a recipient.
Trigger
Instant
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New Contact
Triggers when a new contact is created.
Trigger
Instant
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New Lease Document
A new lease document is created in Visual Lease.
Trigger
Instant
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New Project Document
A new project document is created in Visual Lease.
Trigger
Instant
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Change of Project Task Status
Triggers when project task status is changed.
Trigger
Instant
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- Lease NameRequired
  Lease to which the note will be added to. The field(s) in the trigger app, to which this field is mapped to, must contain the name of the Lease. For example, if you choose Email as the trigger app and map Subject and Body to this field, then Subject or Body must contain Lease name.
- NoteRequired
  Note that will be saved under the Lease that matches the Lease Name.
- Category
  Category to which the note will be associated to.
- Subject
  Subject of the note.
Action
Write
- Project NameRequired
  Project to which the note will be added to.
- NoteRequired
  Note that will be saved under the Project that matches the Project Name.
- Category
  Category to which the note will be associated to.
- Subject
  Subject of the Note.
Action
Write

About Visual Lease

Visual Lease is a comprehensive, powerful and easy-to-use real estate and lease management software solution that makes it easy to know what your leases say, how much they cost, and when they need attention. It enables companies to control, report, track, and manage owned and leased real estate and make better decisions on leases and related information.

Related categories

CRM (Customer Relationship Management)

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