Skip to main content

Why didn't my automation work?

There are a few reasons why an automation might not work.

Written by Product

The listing data is sync'd across from your CRM providing the Properti portal box is ticked/selected in the CRM for that listing.Be sure to check this in the first instance as this is the most common reason as to why an automation didn't work.

  • If the Properti portal isn't ticked/selected when your listing has gone live, the listing data won't sync to Properti and therefore your automation won't generate. Your CRM is the source of truth, as this is where the listing and it's data comes across to Properti.
    ​
    ​Solution: Query the listing in your CRM and check that the Properti portal has been ticked/selected. Make the required changes and "Save". It might take a couple of minutes to sync across to Properti.
    ​

    Off Market Listing

  • If the listing is sync'd to Properti and the listing status is "Off Market" (meaning that it hasn't been published as a current listing in the first instance) and then you change the status to current to push it to the other portals ie: REA, Domain; the listing isn't first seen in Properti as a current listing and your "Just Listed" automation will not have triggered.
    ​
    ​Solution: You are able to manually generate the creative and post it to your nominated social media channels.
    ​

    Listing ID Used Previously

  • If the same listing ID for a new listing has been used before and Properti has had the data sync'd from this listing ID previously, it will not register as a new listing and therefore the automation won't trigger.
    ​*This could be if a sale listing has been withdrawn and then re-listed at a later date, or if a sale listing has sold and is now a rental listing.
    ​

    ​Solution: You are able to manually generate the creative and post it to your nominated social media channels.
    ​

    Property Collection Videos

  • If you have set up an automation for a multiple listing collection (Open for Inspection, Auction) and have selected a video template to generate as the creative, there needs to be a minimum of 2 listings for the video template to generate and post automatically.
    ​
    ​Solution: You are able to manually generate the creative (use an image creative in this instance) and post it to your nominated social media channels.
    ​
    ​

New CRM feed or a change of CRM

When a CRM feed is first connected, or your office changes CRM, the CRM sends every current listing at once. So you don't get a flood of posts for listings you already have, new listing and status change automations are on hold during this first sync. They turn back on 45 minutes after the first listing arrives. If no listing arrives, the hold ends 14 days after the feed was connected. Price change, under offer, inspection and review automations are not affected.

While the hold is on, the Automations page shows a banner: Listing automations are on hold while your CRM feed is set up. It tells you when they turn back on. A workspace admin can click Turn automations on, then Turn on, to end the hold early. Listings already received in the sync stay skipped.

Listing automations on hold banner
Turn listing automations on dialog

Separately, a sold or leased listing whose sold date is before the feed was connected (or the CRM was last changed) won't run new listing or status change automations, even after the hold ends.

Solution: You are able to manually generate the creative and post it to your nominated social media channels. More detail: Listing automations on hold after connecting your CRM.

If you require further troubleshooting, please contact [email protected]

Did this answer your question?