1.Detect new tenancy rows
Integrate PostgreSQL and database tools to detect qualifying new tenancy records missing guarantee setup.
Send staged missing guarantee notices to tenants and agents
Automatically monitor new tenancy rows in PostgreSQL across SendGrid and Zapier scheduling—detect tenancies starting today, guarantee setup missing, or policy status unresolved. Send staged missing guarantee notices when records qualify—so you can send initial emails, schedule follow-ups, and issue final cancellations without manual follow-up tracking.
How this automation accelerates guarantee resolution
When new tenancy rows appear with missing guarantee setup, delays can create avoidable tenant and agent confusion. This automation filters qualifying records and sends staged emails and follow-up reminders—so your team can resolve guarantee gaps faster.
PostgreSQLor swap with your favorite app
2.Continue only qualifying records
Integrate Filter by Zapier and workflow rules to compare dates and route records for notice decisioning.
Filter by Zapieror swap with your favorite app
3.Send initial tenant email
Integrate SendGrid and email templates to send initial tenant notices with policy reference and property details.
SendGridor swap with your favorite app
4.Schedule follow-up delay
Integrate Delay by Zapier and scheduling tools to pause until the configured follow-up timestamp.
Delay by Zapieror swap with your favorite app
5.Lookup refreshed policy status
Integrate PostgreSQL and data lookup tools to retrieve updated policy status by policy id.
6.Send follow-up or cancellation
Integrate SendGrid and conditional email templates to send follow-up or final cancellation based on refreshed status.
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Improve tenant communication with automated message routing, follow-up reminders, and status 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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