1.Detect updated property record
Integrate Airtable to trigger on record updates when attachments or last-modified markers change.
Create merged property PDFs and email listing broker
Automatically monitor Airtable record updates across PDF.co and Gmail workflows. Create and update when attachments change, record fields update, or a broker email is presentβso you can merge dossiers, update listing links, and email brokers without manual follow-up.
How this automation accelerates your listing follow-through
When property records update with new attachments, delays can slow listing readiness and confuse brokers. This automation merges PDFs and updates Airtable links and sends broker emailsβso your team can share the right documents instantly.
Airtableor swap with your favorite app
2.Merge confidential and public PDFs
Integrate PDF.co to merge confidential and public attachments into a single dossier PDF and capture the merged URL.
PDF.coor swap with your favorite app
3.Merge public brochure PDF
Integrate PDF.co to generate a lightweight public brochure from public attachments and capture the public brochure URL.
4.Update merged link fields
Integrate Airtable to update the existing record with merged dossier URL and public brochure URL by record ID.
5.Email broker listing documents
Integrate Gmail to send an HTML email with links and a subject that includes property type and reference number when broker email exists.
Gmailor swap with your favorite app
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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
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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