1.Detects new offer submission
Integrate Jotform, form submission capture, and workflow routing to detect incoming offer submissions.
Create transmission task and store submitted offer PDF
Automatically detect new offer submissions across Jotform, Google Sheets, Google Drive, Streak, Trello, and Slack. Create and update when unregistered tokens, property match failures, or offer PDFs upload successfullyβso you can store PDFs, update CRM records, and alert coordinators without manual coordination.
How this automation creates transmission-ready document handoffs
When new offer submissions come in, unverified documents can stall coordination and delay review. This automation validates submissions, saves or replaces the offer PDF, updates the CRM, creates a transmission task, and notifies operationsβso your team can act fast.
Jotformor swap with your favorite app
2.Looks up token and property match
Integrate Google Sheets, allowlist checks, and property mapping to look up the matched contact and property reference.
Google Sheetsor swap with your favorite app
3.Finds or replaces the offer PDF
Integrate Google Drive and shared storage organization to find or upload the offer PDF and return the Drive link.
Google Driveor swap with your favorite app
4.Adds document link to the CRM box
Integrate Streak and CRM record editing to update the matched record with the submission ID and Drive file link.
Streakor swap with your favorite app
5.Creates the transmission card
Integrate Trello and board workflows to create a transmission card with property details and the Drive link attached.
Trelloor swap with your favorite app
6.Sends ops notification message
Integrate Slack and team notifications to post the property and document details so coordinators get alerted.
Slackor 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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