- 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:
Google Forms
Slack
Podio
Jotform
Google Drive
Email by Zapier
Tallyfy
REI Pebble
Quo
SignNow
Webhooks by Zapier
Google Sheets
Docusign
Filter by Zapier
Formatter by Zapier
Cognito Forms
Pipedrive
Lofty
- Notify team on Slack of new deal submissions, and create record in Podio
- 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 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
- Generate and send purchase agreement in SignNow when seller info updates in Podio
Generate and send purchase agreement in SignNow when seller info updates in Podio
- Capture buyer information from webhook, log into Google Sheets, and send document for signing with DocuSign
Capture buyer information from webhook, log into Google Sheets, and send document for signing with DocuSign
- Sync new real estate transaction submissions from Jotform to Trust Ledger
Sync new real estate transaction submissions from Jotform to Trust Ledger
- 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
- 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
- Send signature request in Docusign for specific real estate transactions in Lofty
Send signature request in Docusign for specific real estate transactions in Lofty