1.Catch incoming intake payload
Integrate Webhooks by Zapier and intake mapping tools to receive the intake payload and to align submission fields.
Create property file and advisor record from intake
Automatically map property intake payload fields across Webhooks by Zapier and Airtable. Create and update property file records and advisor file records when intake arrives or fiscal options split or reference matchesβso you can compute dossiers and open properties without manual document processing.
How this automation creates property files and advisor records
When property intake payloads arrive without a consistent structure, dossiers get delayed and teams rework field mapping. This automation receives intake data, finds or creates the right records, computes fiscal outputs, and updates the source propertyβso your team can deliver complete files fast.
Webhooks by Zapieror swap with your favorite app
2.Find property by reference
Integrate Airtable and database lookup tools to search the Properties table and to decide create versus update.
Airtableor swap with your favorite app
3.Loop fiscal selection values
Integrate Looping by Zapier and data iteration tools to split multi fiscal options and to evaluate each option.
Looping by Zapieror swap with your favorite app
4.Compute fiscal code and amounts
Integrate Code by Zapier and calculation tools to apply selection logic and to compute rent and work amounts.
Code by Zapieror swap with your favorite app
5.Create and update file records
Integrate Airtable and record automation tools to create property and advisor file records and to open the source property.
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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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