Skip to content
Templates
Create lease records, store files, and notify owners

Create lease records, store files, and notify owners

Completed lease agreements without a tracking row leave leasing and accounting teams missing documents and follow-ups. It files the PDF, records a row, and emails owners same day.

Create lease records, store files, and notify owners

Workflow preview:

Zap details:

Overview

Signed leases should not disappear into inboxes or sit unrecorded. This flow turns each completed lease into a tracked row, stores the signed file in your leases folder, and alerts owners and accounting so teams can act the same day.

Create lease records, store files, and notify owners