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Workspace: Trigger Automation Posts

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

Creating a Trigger Automation

  1. Click Automation
  2. Select Create Automation
  3. Choose Trigger
  4. Enter your Automation Rule Name → Next

Choose Your Trigger

Select from the drop-down menu:

  • New Listing
  • Update Listing Status (Sold, Withdrawn & Leased)
  • Update Listing Price – Decrease
  • Update Listing Price – Increase
  • Listing Under Offer
  • New RSS Feed Content Item
  • New Customer Review

Trigger Conditions

Listing Type

Select what you want included:

  • Residential
  • Rental
  • Land
  • Rural
  • Commercial
  • Business

Listing Status

  • On Market
  • Off Market

Listing Auction Type

Used to differentiate triggers based on auction or private treaty.

Minimum / Maximum Listing Price

Used to filter listings based on price range.

Primary Listing Agent


    • Leave blank to allow the automation to trigger for all agents
    • Select one or multiple agents to restrict the automation to specific agents only

⚠️ Important: Primary Listing Agent Behaviour

  • If no agent is selected, the automation will trigger for any listing that meets the conditions
  • If an agent is selected, the automation will only trigger when that agent is assigned to the listing
  • When triggered, the system will use the listing’s assigned primary/lead agent for any agent-related fields (if available)

Build Your Ation

Create Post

  • Select post

Create Campaign

Creative Type

  • None (uses listing images without overlay)
  • Image
  • Video

Advanced

the ability to set which creative template gets used for each image. This can include no creative overlay by selecting "Square Ad". For example, Image 1 used a creative template but subsequent images have no template (selecting Square Ad for Image 2, 3, 4, 5 etc.)

Example:

  • Image 1 uses a template
  • Images 2–5 use Square Ad (no overlay)

For Instagram Stories:

  • Select Image or Video
  • Choose the appropriate story template

If you don't have any Instagram story templates and would like to have access to these, please contact our team at support@properti.ai to discuss

Publishing Options

  • Post to Facebook Page → select page
  • Post to Instagram Page → select page and type (Feed, Reels, Stories)

*If you are setting up an automation for Instagram Stories, do not select any other social media platform, except for Instagram

  • Post to LinkedIn → select page
  • Post to Google My Business → select location
  • Post to Personal LinkedIn → select user

Keep as Draft

  • When enabled, posts will not publish automatically
  • Posts will be saved in the Posts section for review before going live

 

Why didn't my trigger automation work?

You will need to check a few details within this article to see why your automation hasn't triggered.

1. CRM Settings

  • Ensure the Properti portal box is ticked/selected

2. Listing Sync

  • Confirm the listing appears in the Properties tab in Properti


In the event that the listing has been sent to Properti successfully, check to see if the below applies:

  • Trigger automations can be configured for 7 events
    1. New Listing
      1. Fires when a listing first enters our platform
        1. No other events will trigger this workflow. e.g. changing from offmarket to current will not trigger this workflow.
      2. Listing status must be either current (default) and/or offmarket (if configured)
        1. All other statuses will bypass this workflow
    2. Update listing status
      1. Fires when the listing status becomes either sold , leased  or withdrawn (depending on configuration)
        1. Desired statuses must be configured in setup
    3. Price changes up
      1. Fires when the listing's price increases
    4. Price changes down
      1. Fires when the listing's price decreases
    5. Listing under offer
      1. Fires when the listing is marked as "Under offer"
      2. Listing status must be current to fire
    6. New RSS Feed Content Item
      1. Fires when out system syncs a new news/blog article from their connected RSS feeds
    7. New Customer Review
      1. Fires when our system syncs a new customer review from a connected source
        1. Currently only Google My Business

Important: Multiple Automations & Duplicate Posts

If multiple automations share the same trigger conditions, they can all run at the same time.

This happens when:

  • Automations use the same trigger (e.g. New Listing)
  • Conditions are identical or very similar
  • No Primary Listing Agent or other filters are applied
  • All automations are active

Result

  • Multiple posts or campaigns may be created for the same listing

Best Practices to Avoid Duplication

  • Use Primary Listing Agent filtering where relevant
  • Add additional conditions such as:
    • Listing Type
    • Status
    • Price range
  • Avoid having multiple active automations with identical trigger setups
  • Use Keep as Draft when testing new automations

🛠 Troubleshooting Tips

  • Ensure agents are added to the workspace and Agent Profile are updated for proper Agent Mapping
  • Confirm agents’ social accounts are connected
  • Check that automations are active (not paused)
  • Review Trigger Settings for unintended overlaps