1.Detect contract created or updated
Integrate Rex to catch contract created or updated events and to trigger under-offer letter requests.
Send under-offer letter requests and add listing to table
Automatically monitor contract created and updated events across Rex. Request under-offer letter materials and create a single tracker when under-offer status is detected or listing references change or brochure details are neededβso you can generate brochures, create table records, and send marketing emails without manual tracking.
How this automation protects under-offer outreach from duplicates
When under-offer letters stay unrequested or fragmented, marketing delays and duplicate mailings can happen. This automation monitors contract created or updated signals, retrieves listing details and creates tracker records, and sends marketing emailsβso your team can prepare mailings on time.
Rexor swap with your favorite app
2.Retrieve full listing details
Integrate Rex and data mapping tools to look up listing details and to prepare recipient contacts and assets.
3.Generate print ready brochure
Integrate Webhooks by Zapier and PDF generation tools to call your listing service API and to capture brochure URLs.
Webhooks by Zapieror swap with your favorite app
4.Find or create under offer tracker
Integrate Zapier Tables and spreadsheet database tools to find a record by listing reference or create a tracker record.
Zapier Tablesor swap with your favorite app
5.Send email to marketing support
Integrate Microsoft Outlook and email templating tools to send an under-offer request email with brochure links attached or included.
Microsoft Outlookor swap with your favorite app
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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