LeadSimple

Learn how to set up a direct integration with your property management softare.

1: Setting up Direct Integration with Your Property Management Software

Learn how to add your first process type.

2: Creating a Process Type

Learn how to define which external contacts are involved in this process.

3: Adding Contact Roles

Learn what stages are and how to add them to your processes.

4: Adding Stages

Learn how to add workflow steps to your process.

5: Adding Workflow Steps

Learn how to add detailed instructions to your process tasks.

6: Task Instructions

Learn how to add custom fields and include them in your instructions.

7: Adding Custom Fields

How to add conditional logic to your processes.

8: Conditional Logic

Learn how to build delays between steps into your processes

9: Step Delays

Learn how to make multiple tasks appear at once or only one at a time in your processes.

10: Stop/Wait Steps

Learn how to assign workflow tasks to specific users or user roles

11: Assigning Tasks to Users or Roles

Learn how to add email templates to your processes, set which contact role to send to, and automate them.

12: Email Templates

Learn how to start processes singly and in bulk.

13: Starting Processes

Learn how to build custom dashboards for each of your process types.

14: Custom Process Dashboards

15: Managing Your Tasks

Alexa Roeper

Building Processes

Demo

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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