- Real Estate Automation
- Real Estate Transactions
- Real estate sync automation
Sync real estate transaction submissions to a trust ledger
This automation category ensures all real estate transaction submissions are seamlessly synchronized with a secure trust ledger, maintaining accurate and up-to-date financial records without manual data entry. It automates notifications and status updates, keeping stakeholders informed and reducing the risk of missed steps or compliance gaps. By centralizing transaction data in a single, compliant ledger, teams save time, avoid errors, and gain real-time visibility into all deal activities.
Filter by common apps:
Webhooks by Zapier
Google Sheets
Docusign
Google Forms
Slack
Podio
Jotform
Filter by Zapier
Formatter by Zapier
Google Drive
Email by Zapier
Tallyfy
Pipedrive
REI Pebble
Cognito Forms
Lofty
PostgreSQL
Gravity Forms
- Capture buyer information from webhook, log into Google Sheets, and send document for signing with DocuSign
- Notify team on Slack of new deal submissions, and create record in Podio
Notify team on Slack of new deal submissions, and create record in Podio
- Sync new real estate transaction submissions from Jotform to Trust Ledger
Sync new real estate transaction submissions from Jotform to Trust Ledger
- Notify team, find folder, send email, and launch review process with Jotform, Google Drive, Email by Zapier, Tallyfy
Notify team, find folder, send email, and launch review process with Jotform, Google Drive, Email by Zapier, Tallyfy
- Update deal information in Pipedrive, filter criteria, format text, and send webhook for email setup
Update deal information in Pipedrive, filter criteria, format text, and send webhook for email setup
- Update or create contact in OpenPhone when deal is sent from REI Pebble
Update or create contact in OpenPhone when deal is sent from REI Pebble
- Update real estate entries in Cognito Forms, lookup data in Google Sheets, and create new entries
Update real estate entries in Cognito Forms, lookup data in Google Sheets, and create new entries
- Send signature request in Docusign for specific real estate transactions in Lofty
Send signature request in Docusign for specific real estate transactions in Lofty
- Process and submit buyer contract information from PostgreSQL to Gravity Forms
Process and submit buyer contract information from PostgreSQL to Gravity Forms