1.Detects document completion
Integrate PandaDoc to receive the document completed signal and use recipients and PDF URL to trigger the lease workflow.
Attach signed lease, update tenant record, notify stakeholders
Automatically track completed lease documents across PandaDoc, Airtable, Google Drive, and MailerSend. Create and update when tenant matches happen, signed PDFs are ready, or contract start dates appear—so you can attach signed PDFs, update tenant records, and notify stakeholders without manual paperwork.
How this automation protects your signed lease workflow
When a lease finishes in PandaDoc but signed files stay scattered, tenant records fall out of date and communication slips. This automation finds the matching tenant in Airtable, updates contract fields, uploads the signed PDF to Google Drive, and emails tenants and managers—so your team can close the loop fast.
パンダドックor swap with your favorite app
2.Finds the matching tenant record
Integrate Airtable, applicant databases, and data lookup tools to find the tenant record by recipient email and apply first-match.
エアテーブルor swap with your favorite app
3.Updates contract fields and status
Integrate Airtable and contract tracking tools to update the contract PDF field, set contract signed status, and map lease start date.
4.Creates tenant folder and uploads files
Integrate Google Drive and document storage tools to create the tenant and unit folder, then upload the signed PDF and attachments.
Googleドライブor swap with your favorite app
5.Sends signed lease email to stakeholders
MailerSend and email delivery tools to send the tenant emailとthe signed PDF or Drive link and notify managers.の統合
MailerSendor swap with your favorite app
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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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ステップ 1
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ステップ 2
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
ステップ 3
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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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