Workflows for what you build.

Confirms every property visit, says what to do before it, reminds the client the day before and an hour out, and covers a visit that moves, is called off, or that nobody attends.

1. Visit confirmedSent when a booking is confirmed.
2. Before the visitSent ahead of a visit with the preparation steps to complete before it.
3. Day-before reminderSent the day before the appointment.
4. An hour outSent about an hour before the appointment.
5. Visit movedSent when an appointment is rescheduled.
6. Visit cancelledSent when an appointment is cancelled.
7. Missed visitSent after a missed appointment.

Tells the client the deal reached a new stage and warns when a contingency window is closing, with the detail behind it one link away.

1. Offer acceptedSent when a multi-stage project reaches a named stage.
2. Inspection windowSent when a non-payment action window is approaching its close.
3. Appraisal updateSent when an application, case, return, or project status changes.
4. Clear to closeSent when a multi-stage project reaches a named stage.

Asks the client for a document and confirms it arrived, puts the next one in front of them to sign, names the deadline, chases it if it goes quiet, and confirms the signature.

1. Document neededSent when the recipient needs to supply a document to continue.
2. Documents receivedSent when the recipient's submitted documents have been received and logged.
3. Ready to signSent when a document is ready for the recipient's e-signature.
4. Signing deadlineSent when a non-payment action window is approaching its close.
5. Still unsignedSent when a document is still unsigned after the initial request.
6. Signature receivedSent when all required signatures are in and the document is executed.

Locks in the signing appointment, says what to bring, and reminds the client the day before and an hour out.

1. Closing confirmedSent when a booking is confirmed.
2. What to bringSent ahead of a visit with the preparation steps to complete before it.
3. Day before closingSent the day before the appointment.
4. An hour outSent about an hour before the appointment.