Automations

When intent score > 85

• Notify assigned agent
• Create call task
• Escalate after 2 hours if untouched

When a deal is created

• Generate checklist
• Assign transaction tasks
• Add deadlines
• Notify broker

90 days before lease expiration

• Create renewal task
• Notify property manager

30 days before due date

• Notify employee
• Reminder at 14 days
• High priority at 7 days
• Escalate to broker if unresolved

When a lead views a project 3+ times

• Increase intent score
• Notify assigned agent

When a transaction closes

• Trigger review request
• Move contact to Past Client
• Schedule future nurture

When a message is marked urgent

• Notify recipient
• Pin to dashboard until read

When a message is converted to a task

• Create linked task
• Assign employee
• Preserve source message

When a listing record is created

• Create marketing checklist
• Assign photography task
• Create seller portal
• Notify marketing

When a listing moves to Active

• Launch campaign draft
• Begin intent tracking
• Notify seller portal

When a listing lead scores above 85

• Notify agent
• Create follow-up task
• Show in Opportunity Leakage

When a deal is marked Closed

• Calculate commission
• Send to approval
• Update Financial
• Mark listing closed
• Update client portal

When a commission is approved

• Mark scheduled
• Notify agent

When a payout run completes

• Update My Commissions
• Add payout history

When a migration batch finishes

• Reconcile agents
• Assign leads
• Preserve source record IDs
• Create migration audit log