Real Estate & Property

Real Estate & Property automation templates

226 ready-made workflows for Real Estate & Property. Each one handles a real job your team does every week, right inside the tools you already use. The apps that come up most here: Slack, Gmail and Google Sheets.

Real Estate & Property
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Automated Occupier Notice Deadline Digest
Every Monday, WebRun scans Occupier for contractual notices coming due across your portfolio, logs each one to Google Sheets, and sends your team a Telegram digest so nothing misses its notice window.
OccupierGoogle SheetsTelegram
Automated Conservice Vacant Unit Cost Alerts
Every night, WebRun checks Conservice for units marked vacant that are still posting real water, electric, or gas consumption, and logs each one to a Google Sheet so maintenance can check for a running toilet, a miswired meter, or unauthorized use before it becomes a loss.
ConserviceGoogle Sheets
Merlin Automated Owner Arrivals Digest
Every morning, WebRun opens Merlin Software, pulls the owners and guests checking in over the next three days, and posts a prep list to your operations Telegram channel.
Merlin SoftwareGoogle SheetsTelegram
Automated Envoy Visitor Watchlist Alerts
WebRun checks every Envoy sign in against your visitor watchlist and pulls a matching Verkada camera snapshot, then posts an immediate Slack alert to security so a person decides what happens next.
EnvoyVerkadaSlack
Automated ManageAmerica Work Order Digest
WebRun pulls every open work order from ManageAmerica each night, drafts a completion text for residents whose work is done, and posts your maintenance team a digest of what's open, overdue, and finished.
ManageAmericaTwilioSlack
Automated StarRez Contract Signature Reminders
Every Monday, WebRun checks StarRez for residents who still owe a signed housing contract, confirms the envelope status in DocuSign, and drafts a reminder email in Gmail for your team to review and send.
StarRezDocuSignGmail
UpKeep Automated Vendor Work Order Follow-Ups
Every Thursday, WebRun finds work orders assigned to outside vendors in UpKeep, drafts a status follow-up email for each one, and posts Slack with what's still awaiting a reply.
UpKeepGmailSlack
Automated Flash Parking Validation Reconciliation
Every night, WebRun compares validation redemptions in Flash Parking against each merchant's allotment, drafts an overage invoice in Stripe for anyone over, and flags it in Slack for approval.
Flash ParkingStripeSlack
Automated Occupier Deposit Return Reminders
Every Monday, WebRun checks Occupier for leases that have ended where the security deposit hasn't been returned within its required window, and drafts a follow up email in Gmail while holding a calendar reminder for the next check.
OccupierGoogle CalendarGmail
Automated Conservice Utility Invoice Variance Flags
Every Monday, WebRun reads the week's incoming water, electric, and gas provider invoices in Gmail, compares each one's cost and usage against the property's trailing average in Conservice, and logs any invoice that swings more than a set percent to a Google Sheet for review before it's approved.
ConserviceGmailGoogle Sheets
Merlin Automated Unbooked Week Alerts
Every Monday, WebRun opens Merlin Software, finds weeks and units still unbooked as their season approaches, and flags them to your sales team in Slack so they can push rentals before the inventory goes to waste.
Merlin SoftwareAirtableSlack
Automated Envoy Unhosted Visitor Alerts
WebRun watches Envoy for visitors who have checked in but whose host has not acknowledged them, pings the front desk in Slack right away, and escalates to the office manager in Microsoft Teams if nobody responds.
EnvoySlackMicrosoft Teams
Automated ManageAmerica Vacancy Report
WebRun scans every community in ManageAmerica for vacant and occupied lots, logs the current occupancy rate to a sheet, and posts your leasing team a weekly summary of open lots to fill.
ManageAmericaGoogle SheetsSlack
Automated StarRez Roommate Conflict Flagging
Every morning, WebRun reviews new roommate matching profiles in StarRez, scores each pairing for lifestyle mismatches, logs the flagged pairs to a tracking sheet, and alerts your RA staff in Microsoft Teams so they can step in early.
StarRezGoogle SheetsMicrosoft Teams
UpKeep Automated Technician Workload Report
Every Monday, WebRun tallies each technician's open work orders and estimated hours in UpKeep, logs the split to a sheet, and posts Slack so a supervisor can rebalance before anyone falls behind.
UpKeepGoogle SheetsSlack
Automated Flash Parking Parker Mix Report
Every night, WebRun pulls transient and monthly parker counts from Flash Parking, builds the day's mix in a sheet, and posts your team a short trend summary in Slack.
Flash ParkingGoogle SheetsSlack
Automated Occupier Rent Escalation Alerts
Every Monday, WebRun checks Occupier for scheduled rent escalations taking effect soon, logs the old and new rent to a Google Sheet, and posts your team a Slack reminder so billing updates before the change date.
OccupierGoogle SheetsSlack
Automated Conservice Submeter Offline Alerts
Every hour, WebRun checks Conservice for submeters that have missed their expected read window, flags any meter offline for more than a set number of hours, and posts the ranked list to Slack so a technician can be dispatched before the missed reads turn into a billing gap.
ConserviceSlack
Merlin Automated Points Inventory Reporting
Every morning, WebRun opens Merlin Software, pulls the current points bank balances and unit availability, and posts a clear inventory report to your team's Slack channel.
Merlin SoftwareGoogle SheetsSlack
Automated Envoy Room Booking Conflict Alerts
WebRun compares Envoy room bookings against Google Calendar every 15 minutes, catches double bookings and conflicting holds, and posts the office manager a Microsoft Teams alert so someone can resolve it before the meeting starts.
EnvoyGoogle CalendarMicrosoft Teams
Automated ManageAmerica Utility Recovery Reconciliation
WebRun compares what ManageAmerica billed residents for utility recovery against the actual utility invoices in QuickBooks, flags any mismatch, and logs the variance to a sheet for your billing team.
ManageAmericaQuickBooksGoogle Sheets
Automated StarRez Waitlist Offer Alerts
Every hour, WebRun checks StarRez for rooms that just opened up, drafts an offer email to the next student on the waitlist for your coordinator to review, and posts the opening to Slack so nothing sits vacant.
StarRezGmailSlack
UpKeep Automated Repeat Failure Asset Report
Every Monday, WebRun scans UpKeep work order history for assets with repeat corrective repairs, totals what each one has cost this year, and posts Slack with a repair-versus-replace case for the worst offenders.
UpKeepQuickBooksSlack
Automatic Flash Parking Permit Waitlist Alerts
The moment a monthly permit opens up in Flash Parking, WebRun drafts an offer email to the next parker on your waitlist in Gmail, and leaves it for your office team to send.
Flash ParkingGmailSlack

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