1.Detect new inspection submission
Integrate Gravity Forms and form submissions to capture uploaded PDF and submission fields for inspection evidence.
Attach pre move-out inspection PDFs to maintenance records
Automatically monitor tenant pre move out form submissions across Gravity Forms and Salesforce. Create and update files and review tasks when inspection PDFs upload and job references match or need reviewβso you can attach evidence, reconcile records, and notify coordinators without manual paperwork.
How this automation preserves inspection evidence on work orders
When pre move out inspections arrive without tied evidence, maintenance teams lose time matching PDFs to jobs. This automation finds maintenance records and attaches inspection files and creates review tasksβso your coordinators can act on evidence without manual reconciliation.
Gravity Formsor swap with your favorite app
2.Locate matching maintenance record
Integrate Salesforce and CRM record matching to search the Maintenance work order object and find the right record.
Salesforceor swap with your favorite app
3.Attach inspection PDF to record
Integrate Salesforce and file attachments to create a file from the uploaded PDF URL and attach it to the record.
4.Create review task when no match
Integrate Salesforce and task management to create a follow up task or flag for manual reconciliation when no record matches.
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Explore all real estate document processing automations
Accelerate real estate document processing with automated file capture, document routing, and record updates
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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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