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Trigger Automation

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.

They are designed to help you respond in real time to important changes in the property lifecycle, ensuring your marketing stays timely and relevant without manual intervention.


How It Works

  • Trigger Automations are linked to events in your CRM and content publishing tools.

  • When an event occurs (e.g. a property status change), the automation will activate and carry out the predefined action.

  • These triggers can be customised to fit your campaign strategy, allowing you to streamline your workflow and improve consistency.


Common Trigger Events

  • Just Listed – Activates when a new property is marked as listed.

  • Sold – Triggers once a property is marked as sold in your CRM.

  • Under Offer – Fires when a property moves to under offer.

  • Price Decrease – Runs when a property’s price is updated with a reduction.

  • Leased – Activates when a rental property is marked as leased.

  • Reviews/Blog Posts – Launches campaigns or updates when new content is published to connected platforms.


Use Cases

  • Immediate Campaign Launch – Automatically post “Just Listed” ads as soon as a property enters the market.

  • Customer Updates – Send tailored communications when a property goes under offer or is sold.

  • Content Promotion – Share newly published reviews or blog posts directly to social channels.

  • Price Change Alerts – Instantly notify your audience of updated property pricing.


Troubleshooting Tips

  • Trigger didn’t fire?

    • Check that your CRM is connected to Properti.AI.

    • Confirm that the listing status has been updated correctly in the CRM.

    • Ensure the automation is enabled and set to the correct event type.

  • Duplicate triggers?

    • Review your automation settings to confirm only one trigger is set per event.

    • If the property status was updated multiple times in the CRM, this may cause multiple activations.