After signing a new mandate, you want to keep the vendor updated on the next steps you're about to take or information you will need from their side. Send out an automated email to the vendor to thank them for the cooperation.
To set this one up, you will need all of these 3 building blocks:
an active SweepBright account
an active Zapier Starter's account (or higher) (*)
an active Gmail account
(*) we'll be making a multi-step Zap so a Free Zapier account will not be sufficient
Short explanation of the objective of this walkthrough:
Trigger Gmail to send a mail to the vendor when the property becomes available
Follow the steps below to get started with this automation:
For your convenience, we've created Zapier templates. If you are interested in this automation, this is the best way to start from. You can always adapt the automation or add some more details after completing the template. Click on the 'Start this automation' button below. Make sure that you're logged into Zapier 👌
2. You will be redirected to your Zapier account after clicking on the above-mentioned button. Follow all the steps in the template walkthrough.
First you will need to select the TRIGGER 'Property Status Changed' and connect your SweepBright account to Zapier.
Next you'll need to set up a FILTER to trigger the Zap when a property has become available. Only use the exact names of in the Status used in SweepBright, in this case 'Available'.
In the last step of this automation you will need to set up the Gmail ACTION. Connect your Gmail account to Zapier and configure all the required (or optional) fields. Here we will use the Send Email action.
Do note that we've predefined a message with some variable fields. We strongly suggest you to review this message. You can add your own variable fields by clicking on the +-icon on the right side of the text field.
3. You're all set ! Don't forget to turn your automation ON . We recommend you to do a test before going on to the next automation. You can also check your task history to see if the automation is running smoothly (or not).
You can choose to make some adjustments in the existing automation or add other automations between SweepBright and Gmail
Really 'triggered' by automations? Find out how to create your own custom automations here or check out the rest of our templates in the Integrations section or website. 💪