Properti

Below is an article that goes through the steps on updating your Open for Inspection Schedule Automation.

Schedule Automations: Updating Open for Inspection Creative

A separate automation trigger can be created specifically for auction listings, using an auction-specific template for different formats (story, portrait, square, landscape).

Trigger Automations: Auction

Setting up a trigger automation is done through the automation section.

Workspace: Trigger Automation Posts

Trigger Automations activate automatically when specific events occur in your CRM or when new content (such as reviews or blog posts) is published to your connected channels.

Trigger Automation

An automation that is setup to occur at a specific day and time.

Schedule Automation

Workspace: Schedule Automation Posts

Automating blog posts has never been easier!

Workspace: Trigger Automation for News Content Feed

On the Properti platform, there are a variety of different automations that can be setup for your property listings.

What Automations are Available?

Ensure that you have saved the Open for Inspection time in your CRM before the next schedule automation is due to run

Why didn't my Open for Inspection automation run?

This guide explains how to update the automations associated with your property listings in Properti, including how to change the image or video used in the automation.

How to Update Automations in Properti

You can pause, or delete automation triggers and scheduled actions, depending on whether you want to temporarily disable or permanently remove them. Use the guidelines below to control your automation…

Automations: How to Pause or Delete Triggers and Schedules in Properti

You can create a schedule automation for your upcoming auctions

Schedule Automation: Upcoming Auctions

When an automation fails to build, it’s usually due to missing or mismatched data in your CRM or Properti account. If a failure occurs, Properti will automatically send you an…

Why did my automation fail to build?

The “Sold” automation in Properti automatically publishes a post to your connected social media accounts when a property is marked as sold. This helps agencies announce sales quickly and consistently,…

Understanding “Sold” Automations

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.

Listing Automation Flow

This article explains how Properti automations work for co-listed properties and how to ensure posts are published to all agents’ social pages.

Handling Co-Listed Properties in Automations

If you have story creative templates available in your workspace, you can easily setup automatic posting to Facebook & Instagram Stories in just a few clicks.

Trigger Automation: Facebook & Instagram Stories

Want to review your post before publishing? Using the draft setting will build everything for you, ready to go. You'll receive an email notification once an automation has run and…

Automations: Draft Setting

The Properti platform allows you to set up listing automations not just at the office level, but also for individual agents. This is useful if your agents have their own…

How to Set Up Individual Agent Automations in Properti

Cameron Vaea

Automate listing posts, stories, and campaigns so your marketing runs on its own.

Automations

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

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.

{appName} in 60 seconds

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.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.