1.Monitor new record
Integrate Zapier Tables and table ingestion tools to detect new lease renewal rows and start renewal processing.
Create lease renewal process from new sheet row
Automatically extract unit numbers and route lease-renewal details across Zapier Tables, Formatter by Zapier, LeadSimple, Google Sheets, and Slack. Create and update renewal processes and owner alerts when new record arrives, lease row is added, or renewal fields changeβso you can protect timelines, reduce lookups, and notify stakeholders without manual lookups.
How this automation accelerates lease renewals
When new lease-renewal rows appear but unit matching and date math are done manually, renewals get delayed and owners go unnotified. This automation extracts unit numbers, calculates renewal end dates, and creates CRM renewal processes with Slack notificationsβso your team can act immediately.
Zapier Tablesor swap with your favorite app
2.Extract unit address number
Integrate Formatter by Zapier and data transformation tools to extract an address number for unit lookup.
Formatter by Zapieror swap with your favorite app
3.Find matching property
Integrate LeadSimple and property search tools to find a property and return a property ID.
LeadSimpleor swap with your favorite app
4.Find matching unit
Integrate LeadSimple and unit lookup tools to match a unit using the property ID and extracted address number.
5.Update renewal calculation row
Integrate Google Sheets and spreadsheet calculation tools to update the calculation worksheet and produce the renewal end date.
Google Sheetsor swap with your favorite app
6.Create CRM renewal process
Integrate LeadSimple and CRM workflow tools to create a renewal process using the calculated dates, rent, and notes.
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Explore all lease management automations
Simplify lease workflows with automated renewal tracking, document routing, and tenant record updates
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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