1.Captures new submission fields
Integrate Jotform and form field mappings to capture submission inputs and pass a submission ID to downstream steps.
Create flexible payment request process from tenant submission
Automatically capture flexible payments requests across Jotform submissions, Byteplant Address Validator, Airtable, Zapier Tables, and LeadSimple. Create and update processes when submission received, address block submitted, or payment preference selectedβso you can validate addresses, build lease and unit context, and alert ops on lookup failures without manual follow-up.
How this automation creates tracked payment request processes
When new flexible payments requests come in, delays can stall tenant follow-through and create extra manual work. This automation validates addresses and looks up lease and unit records, then creates a LeadSimple process and alerts ops on failuresβso your team can move faster.
Jotformor swap with your favorite app
2.Validates address block
Integrate Byteplant Address Validator and address verification tools to validate the mapped address and continue only for qualifying addresses.
Byteplant Address Validatoror swap with your favorite app
3.Finds lease by tenant email
Integrate Airtable and CRM-style lookup tools to search leases by tenant email and map lease fields into the process payload.
Airtableor swap with your favorite app
4.Finds unit by validated address
Integrate Zapier Tables and property directory tools to search the multifamily units table by validated street address.
Zapier Tablesor swap with your favorite app
5.Creates the payment request process
Integrate LeadSimple and workflow management tools to create a new process with lease reference, unit reference, and payment preference fields.
LeadSimpleor swap with your favorite app
6.Sends ops a direct message on failure
Integrate Slack and incident notification tools to alert the ops contact with the submission summary and manual next-step guidance.
Slackor swap with your favorite app
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Simplify lease workflows with automated renewal tracking, document routing, and tenant record updates
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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