When a deal is moved into the pipeline stage you've selected, LeadSimple automatically pushes that deal's owner contact(s) to AppFolio, creating a new owner record if it doesn't already exist.
This lets your owner-onboarding workflow (owner lead conversion, PMA/e-signature, Operations handoff) create the AppFolio owner as a natural byproduct of advancing the deal, with no separate manual entry in AppFolio.
How it's triggered
The trigger is the stage you designate under Settings → Integrations → AppFolio → Sync Owners (advanced). Moving a deal into that stage kicks off the sync. Nothing else in the deal needs to change.
You choose which pipeline and stage this is under:
Settings → Integrations → AppFolio → Sync Owners (advanced)
There you'll set the owner pipeline and its stage mapping (New / Current / Past). The Current stage mapping is what drives owner creation. This same setting was previously used only to tell LeadSimple which stage represents a current owner for inbound sync from AppFolio; it now also powers the outbound push to AppFolio.
In the example above, the "Owner Leads Pipeline" will trigger a new owner contact to be created in AppFolio automatically when an owner lead reaches the "New Client" stage.
Important notes
Existing owners are not duplicated. If the contact already exists as an owner in AppFolio, LeadSimple won't create a second one.
It runs in the background. The push happens asynchronously, so it won't block or slow down moving the deal. The stage change completes immediately; the owner appears in AppFolio shortly after.
Owner contact only (for now). This creates or updates the owner's contact record in AppFolio. It does not yet attach the owner to a property or owner group. That has to be done manually in AppFolio.
No sync loops. Stage changes that come from LeadSimple's own inbound AppFolio sync (or other system-driven changes) will not re-trigger an outbound owner creation, so you won't get echo loops between the two systems.
Setup checklist
Go to Settings → Integrations → AppFolio → Sync Owners (advanced).
Confirm the correct owner pipeline is selected.
Set the stage that represents a Current owner. This is your trigger stage.
Save. Moving any deal in that pipeline into the Current stage will now create/update the owner in AppFolio.
FAQ
Which contacts get pushed? The owner contact(s) associated with the deal.
What if I move a deal into the stage by mistake? LeadSimple will attempt to create/update the owner in AppFolio. Because it matches and updates existing owners, this generally won't create duplicates, but check AppFolio if a deal was staged in error.
Can I turn it off? It's controlled by the Current stage mapping in the Sync Owners settings. Adjust that mapping if you don't want the behavior.