1.Monitors new listing creation
Integrate Rex and property data tools to detect a new listing and to locate mapped onboarding fields.
Create onboarding task checklist for new property listings
Automatically monitor new property listing creation across Rex. Create a pre-listing task checklist and due dates, then build prioritized tasks in Microsoft To Do and assign an owner so coordinators can move faster without manual follow-up.
How this automation creates listing onboarding tasks
When new property listings appear, onboarding can stall and due dates get missed during manual checklist creation. This automation monitors listing creation in Rex, searches related contacts, resolves scheduling dates in Excel, formats due dates, and creates prioritized Microsoft To Do tasksβso your team can launch with consistency.
Rexor swap with your favorite app
2.Searches related contacts
Integrate Rex and contact lookup tools to locate the listing and search for associated contact records.
3.Finds row in workbook
Integrate Microsoft Excel and workbook date lookup tools to resolve scheduling offsets and return the raw date for the listing.
Microsoft Excelor swap with your favorite app
4.Formats due date
Integrate Formatter by Zapier and date formatting tools to convert the workbook date into a human readable due date string.
Formatter by Zapieror swap with your favorite app
5.Creates prioritized checklist tasks
Integrate Microsoft To Do and task planning tools to create prioritized checklist tasks with owners, due dates, and notes.
Microsoft To Door swap with your favorite app
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