There are three ways to start your processes automatically - and depending on the process, you will want to use one or the other.
Start the process manually one at a time or in bulk from a pipeline
Process Type | Process Trigger | Notes |
Owner Onboarding | Create Process Workflow Step | Start from the Owner Lead pipeline |
Property Onboarding | Create Process Workflow Step | Start from the Owner Onboarding Process |
Unit Onboarding | Create Process Workflow Step | Start from the Property Onboarding Process |
Make Ready | Create Process Workflow Step | Start from the Property Onboarding Process |
Marketing | Create Process Workflow Step | Start from the Make Ready Process |
Application Screening | Create Process Workflow Step | Start from the Applicants/Prospects Pipeline |
Move Ins | Autopilot | Use the Autopilot rule outlined here |
Inspections | Create Process Workflow Step | Start from the Make Ready, Move In, Lease Renewal, and Move Out Processes.
The inspection process can also trigger itself on a quarterly or annual basis by adding a create process workflow step at the end of the inspection process. It can also be conditional on the property being tenant occupied. |
Delinquencies | Autopilot | Use the Autopilot rule outlined here |
Evictions | Create Process Workflow Step | Start from the Delinquency Process or Lease Violations Process |
Lease Renewals | Autopilot | Use the Autopilot rule outlined here |
Move Outs | Autopilot | Use the Autopilot rule outlined here |
Lease Violations | Start manually |
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