Skip to main content

Listing Automation Flow

This article explains the ideal set of automation triggers to capture the full lifecycle of a property listing, from Coming Soon through to Sold/Leased.

Written by Product

🔄 Automation Flow Overview

ChatGPT Image Oct 6, 2025, 11_13_24 AM

🔵 Coming Soon

  • New Listing Trigger with premarket or offmarket status.

    • Premarket is specific to REX CRM.

    • Other CRMs may use off-market to indicate Coming Soon.

🟢 Just Listed

  • New Listing Trigger with current status.

    • Captures listings first sent as current (on market).

    • Does not capture existing listings. When a CRM feed is first connected, or you change CRM, it sends every current listing at once, so new listing and status change automations are on hold during that first sync. Listings you already have won't post as Just Listed.

  • Update Listing Trigger with current (on market) as target status.

    • Captures existing listings changed from premarket/offmarket to current.

✅ Key point: Having both triggers ensures all Just Listed properties are captured, regardless of whether they were first added as premarket/offmarket or directly as current.

🟡 Under Offer

  • Update Listing Trigger with under offer/contract status.

    • Captures existing listings marked as Under Offer.

🟣 Sold or Leased

  • Update Listing Trigger with sold or leased as target status (depending on property type).

    • Captures existing listings when updated to sold or leased.

FAQs

Q: Why didn’t my Coming Soon automation run?
A: Coming Soon triggers only fire when a listing first enters as “premarket” or “offmarket.” If a listing jumps straight to “current,” it won’t trigger this automation.

Q: Why didn’t my Just Listed automation trigger?
A: If you only have the update listing status to current trigger, it won't fire for new listings added directly as current. You'll need both triggers (new listing and update status). If your CRM feed was only just connected or changed, check Automations for a banner that says Listing automations are on hold while your CRM feed is set up. Listings that arrive during that first sync don't post, and the banner shows when automations turn back on.

Listing automations on hold banner

Q: Can I use only one trigger for Just Listed?
A: No. To cover all cases, you need both:

  • New Listing (current)

  • Update Listing Status (to current)

Q: My Sold automation didn’t run. What should I check?
A: Ensure the trigger is set to “update listing status → sold/leased.” Also confirm the CRM pushed the update correctly.

Troubleshooting Tips

  • Check CRM status mapping: Ensure your CRM sends the right statuses (premarket/offmarket/current/sold/leased). Misaligned statuses may prevent triggers from firing.

  • Test with a dummy listing: Create a test listing to verify triggers before relying on live campaigns. If you've just connected or changed your CRM feed, wait until the hold banner on Automations has gone, or the test listing will be skipped.

  • Confirm trigger type: “New Listing” triggers only fire on first entry into the platform; “Update Listing Status” triggers only fire on status changes.

  • Check automation logs: In Properti.AI, review automation logs to see if the trigger event was received.

  • Contact support: If automations still don’t fire after verifying the above, reach out to support with the listing ID and workspace name for review.

Did this answer your question?