Automations

Work smarter, not harder

Visual flow builder with triggers, conditions, and actions. Automate your entire lead nurture and follow-up workflow.

One agent can't personally follow up with every lead, track every deadline, and send every reminder. RealtorOS automations let you build visual workflows that trigger automatically — when a new lead comes in, when a deal changes stage, when a closing date approaches, or when a client hasn't been contacted in weeks.

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Key Capabilities

Visual Flow Editor

Node-based flow builder powered by @xyflow/react. Drag triggers, conditions, and actions onto the canvas, connect them with edges. See your automation logic visually.

Six Trigger Types

NEW_LEAD (lead captured), STAGE_CHANGE (pipeline/deal stage moves), NO_REPLY (X days without response), CLOSING_APPROACHING (deadline reminder), BIRTHDAY (annual), NEW_INQUIRY (website form).

Five Condition Types

Filter which contacts trigger the automation: lead source matches, city matches, stage equals, tag present, assigned agent matches. Combine conditions for precise targeting.

Six Action Types

SEND_EMAIL (from templates with merge fields), CREATE_TASK (with due date), NOTIFY_AGENT, ADD_TAG, CHANGE_STAGE, ASSIGN_USER. Chain multiple actions in sequence.

Background Execution

Cron-based evaluation runs on a schedule. No WebSocket infrastructure needed. Execution logs track every automation run — what triggered, what conditions matched, what actions fired.

Pre-Built Templates

Start with proven workflows: 10-day buyer nurture sequence, post-close referral ask, listing inquiry follow-up, birthday greeting, overdue task escalation.

How It Works

Choose a Trigger

What starts the automation? A new lead, a stage change, no reply for 7 days, a closing date in 30 days, or a birthday coming up.

Set Conditions

Filter who qualifies. Only leads from Google Ads? Only contacts in Toronto? Only deals past OFFER stage? Stack conditions for precision.

Define Actions

What should happen? Send an email, create a task, notify the agent, add a tag, change the pipeline stage. Chain multiple actions that execute in order.

Why agents and brokerages choose RealtorOS

Every feature is built specifically for Canadian real estate workflows — not adapted from a generic CRM or bolted on as an afterthought.

Automation execution log: see exactly what ran, when, and what it did

Email actions use the same template system as manual emails (merge fields work)

Task actions create real tasks that appear in the agent's task list

Stage change actions trigger downstream automations (cascading workflows)

Active/inactive toggle per automation — test before going live

Admin-only creation — agents can't create automations that affect other agents

No per-automation pricing — unlimited automations on all plans

Future: webhook triggers, Zapier integration, conditional branching

Automate your follow-up, multiply your output

Build your first automation in minutes. Every lead gets nurtured, every deadline gets tracked, every follow-up gets sent.

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