1.Monitors board row updates
Integrate monday.com and CRM data mapping tools to retrieve the full row and centralize tenant and rental term fields for document creation.
Create and send lease document to tenants
Automatically monitor lease-ready flag updates across monday.com and delivery tools. Create and send eSignature leases when lease-ready flag is set, board row values change, or send condition is met—so you can format dates, send tenant documents, and reduce paperwork manually.
How this automation accelerates your lease issuance
When lease-ready updates require human document creation and sending, delays can hurt tenant onboarding. This automation watches lease-ready flags, formats lease fields, and creates and sends eSignature documents—so your team can issue leases without chasing paperwork.
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2.Gates qualifying lease requests
Integrate Filter by Zapier and workflow routing rules to continue only when the send condition is met for the lease-ready row.
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3.Normalizes lease date fields
Integrate Formatter by Zapier and date formatting tools to format lease-related dates to the contractual display format for the template.
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4.Creates and sends eSignature docs
Integrate PandaDoc and eSignature delivery to create the two-occupant lease document, set recipients, and send for signature.
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Add lease-end calendar events and remove closed listings
Your lease close submissions lack reminders and updated trackers, leaving move-out tasks and listings unmanaged. Teams stay aligned with lease-end events and cleared listing rows same day.
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Add lease folder link to project log row
Your lease project rows often lack cloud folder links, forcing coordinators to search and delaying handoffs. You get the folder link added automatically so teams access files same day.
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Attach signed lease, update tenant record, notify stakeholders
Your signed lease PDFs aren't attached to tenant records, leaving move-in tasks and owner notifications incomplete. Linking files and notifying tenants and managers completes onboarding the same day.
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Create active lease record and notify leasing team
Your lease-ready applications sit unrecorded, leaving leasing staff without unit or move-in date details. It creates a lease record and alerts leasing so files are move-in ready same day.
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Create admin task for signed tenancy extension document
You can't load new rent when tenancy extension docs arrive without a signed copy and status tracked. Signed PDFs are filed, lease record updated, and processing task assigned so admin can act same day.
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Create and send lease agreement for new tenant
Your tenant tasks missing finalized contracts force manual drafting and delay billing. Create, store, and send the lease for e-signature so you finalize onboarding the same day.
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Create and send owner termination notice documents to owners
Your termination notice tasks leave owners waiting for documents, delaying lease exits and billing. Send notice documents and collect e-signatures so owner relations completes requests same day.
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Create and update lease records in central operations table
Your lease entries in the field database change without operations seeing updates, causing scheduling and logistics errors. Keep a single, accurate lease registry for dispatch and reporting same day.
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Create and update leasing tracker from matter entries
Your lease-chasing submissions arrive untracked, scattering recipient and follow-up details. Keep a single leasing requirements record so your PA can action follow-ups same day.
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Create booking records and alert leasing operations channel
Your booking form responses aren't centralized, leaving leasing coordinators without context and slowing confirmations. They get intake visibility and real-time alerts for same-day follow-up.
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Create daily month-to-month renewal rows in master sheet
Your month-to-month renewal exports arrive fragmented, leaving renewal lists out of date and outreach unprioritized. Receive a consolidated master sheet daily to prioritize renewals ahead of month-end.
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Explore all lease management automations
Simplify lease workflows with automated renewal tracking, document routing, and tenant record updates
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Paso 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Paso 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Paso 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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