Skip to content

Create viewing request task and send pre-viewing email

Your viewing requests come in by email unstructured, forcing manual entry and delaying bookings. It logs the request and sends a pre-viewing questionnaire so viewings can be scheduled the same day.

Create viewing request task and send pre-viewing email

Workflow preview:

Zap details:

Overview

Unstructured viewing emails create friction and slow down your coordinators. This flow captures each request into your tracking board and immediately sends a pre-viewing questionnaire, so viewings are ready to schedule within minutes.

Create viewing request task and send pre-viewing email