Create weekly buyer touch task for transaction coordinator
Create weekly buyer touch task for transaction coordinator
Your buyer check-in tasks aren't recreated when a completion happens, leaving purchase records without scheduled follow-ups during contract stages. It recreates the coordinator's follow-up by Tuesday.
Workflow preview:
Zap details:
Overview
Recurring buyer check-ins often drop off when a completed task doesn't recreate the next touch, creating follow-up gaps in live deals. This flow automatically queues the next check-in for the transaction coordinator by Tuesday morning, ensuring agents keep momentum on active closings.