1.Detects new visit-type record
Integrate PostgreSQL and database tables to detect new visit-type records and trigger the workflow with visit request payloads.
Send visit request alerts and update tenant profile
Automatically monitor new visit-type records in PostgreSQL jobs table across Zapier Tables, Slack, OneSignal, and Intercom. Get instant alerts and tenant push notificationsβso you can enrich unit and district details, notify operations, and record visit engagement without manual reporting.
How this automation accelerates your visit follow-through
When new row in your configured jobs table includes a visit request, delays can cause missed coordination. This automation enriches period and unit details and sends alerts and tenant notificationsβso your team can respond with the right context.
PostgreSQLor swap with your favorite app
2.Looks up preferred period
Integrate Zapier Tables and data mapping to retrieve preferred period text for the visit request and enrich the message details.
Zapier Tablesor swap with your favorite app
3.Retrieves unit and district
Integrate PostgreSQL and database lookups to fetch unit, property, and district details for the visit request.
4.Posts operations alert
Integrate Slack and team messaging to send an operations channel message with tenant and visit context.
Slackor swap with your favorite app
5.Sends tenant push notification
Integrate OneSignal and notification delivery to send a tenant-facing push with a safe link to the visit details.
OneSignalor swap with your favorite app
6.Creates user and engagement event
Integrate Intercom and customer engagement to create or update the tenant user and log a visit engagement event.
Intercomor swap with your favorite app
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