REIFlow for Podio

A done for you lead management system

Automations

REIFLOW has a ton of built in Automations so you don’t need another service to make podio awesome.  Below is a list of all the built in automations broken down by Action.

What you learn below is what Fields are being updated and to what value based off the action that you have done.

Contracts Created

  • Property field is set to referenced PROPERTY App Item
  • Potential Buyers field is set to referenced BUYERS App Items where buyer target area match property zip code
  • Status field is set No Buyer
  • Date field is set <current date>
  • Stage is set to Under Contract in the LEADS App

Deals Created

  • Property field is set to referenced PROPERTY App Item
  • Date field is set <current date>
  • Stage is set to Deal in the LEADS App

Details Created

  • Formatted Address field is set to the property’s single line address (123 main st, San Diego CA 00000, USA)
  • Address field is set to the property’s street address (123 main st)
  • City field is set to the property’s city (San Diego)
  • State field is set to the property’s state (CA)
  • Zip field is set to the property’s zip code (00000)
  • Country field is set to the property’s country (USA)
  • Latitude field is set to the property’s latitude location
  • Longitude field is set to the property’s longitude location
  • Neighborhood field is set to the property’s neighborhood within a city (Del Mar Mesa) * from zillow
  • County field is set to the county that the property is located in (San Diego County) * from zillow
  • Type field is set to the dwelling type of the property (SingleFamily) * from zillow
  • Bedrooms field is set to the number of bedrooms the property has * from zillow
  • Bathrooms field is set to the number of bathrooms the property has * from zillow
  • Bing Aerial field is loaded with the aerial view of the property * from bing maps api
  • Street View field is loaded with the street view of the property * from google maps
  • Stage is set to Details in the LEADS App

Offers Created

  • Status field is set to Pending
  • Offer Date field is set to <current date>
  • Offer Amount field is set to MAO value that was calculated by related WORKUP App Item.
  • Stage is set to Offer in the LEADS App

Offers Updated

  • PDF Offer Letter #1 is created when Create Offer Letter value is updated to Offer Letter #1
  • PDF Offer Letter #2 is created when Create Offer Letter value is updated to Offer Letter #2
  • PDF Offer Letter #3 is created when Create Offer Letter value is updated to Offer Letter #3
  • Contract Item is created in CONTRACT App when Status value is updated to Accepted

Property Created

  • Stage value is set to New Property

Property Updated

  • A new Detail Item is Created in DETAILS App when Detail Actions field value is changed to Create Detail Record
  • A new Workup Item is Created in WORKUPS App when Workup Actions field value is changed to Create Workup Record
  • A new Offer Item is Created in OFFERS App when Offer Actions field value is changed to Create Offer Record
  • A new Contract Item is Created in CONTRACT App when Contract Actions field value is changed to Create Contract Record
  • A new Deal Item is Created in DEAL App when Deal Actions field value is changed to Create Deal Record
  • A PDF Lead Sheet is Created and Attached to Item when Lead Sheet field value is changed to Print Lead Sheet
  • Zillow Id field value is set when a Detail Item is Created

Workup Created

  • X% field is set to the default Settings Value for this field (from Settings App)
  • Repair Costs field is set to the default Settings Value for this field (from Settings App)
  • Wholesale Fee field is set to the default Settings Value for this field (from Settings App)
  • Owner Asking Price field is set to the value supplied in the related DETAILS App Item field What is the least you would take?
  • After Repair Value field is set to the value supplied in the related DETAILS App Item field What is the least you would take?
  • Zillow Comps field is set to list the top 5 comps pulled from Zillow. * from zillow api
  • Zillow Comps Map field is loaded with a bing map displaying the location of Comps and Property. * from zillow api and bing maps api
  • Zillow Link field is set to the Url Address for the property on Zillow. * from zillow api
  • Tax Assessment Year field is set to the Zillow value for this property. * from zillow api
  • Tax Assessment field is set to the Zillow value for this property. * from zillow api
  • Year Built field is set to the Zillow value for this property. * from zillow api
  • Lot Size (sqft) field is set to the Zillow value for this property. * from zillow api
  • Sqft field is set to the Zillow value for this property. * from zillow api
  • Last Sold Date field is set to the Zillow value for this property. * from zillow api
  • Last Sold Price field is set to the Zillow value for this property. * from zillow api
  • Stage is set to Workup in the LEADS App

Lead Setup (When new lead is saved)

  • Stage is set to New Lead
  • Date Originated is set to <current date>
  • New Property Item is created in PROPERTIES  App and referenced in Property(s) field
  • New Contact Item is created in CONTACTS App and referenced in Contact(s) field
  • Property Actions is set to <no value>
  • Contact Actions is set to <no value>

Adding New Property

  • A new Property Item is Created in PROPERTIES App when new Lead Item is Created
  • A new Property Item is Created in PROPERTIES App when Property Actions field value is changed to + ADD PROPERTY – click to add new property

Add New Contact Item

  • A new Contact Item is Created in CONTACTS App when new Lead Item is Created
  • A new Contact Item is Created in CONTACTS App when Contact Actions field value is changed to + ADD CONTACT – click to add new contact

Updating Lead Stage

  • Lead Stage value is set to Pursuing when Motivation Level is set to Highly Motivated 
  • Lead Stage value is set to Pursuing when Motivation Level is set to Motivated.
  • Lead Stage value is set to Follow up when Motivation Level is set to Not Motivated: Follow up.
  • Lead Stage value is set to Dead when Motivation Level is set to Not Motivated: Close Lead.
  • Lead Stage value is set to Dead when Status is set to Dead.

Creating of Follow Up Tasks.

  • Follow up Task is created for 1 week from current date when Follow Up field value is changed to 1 Week
  • Follow up Task is created for 1 week from current date and recurring every week when Follow Up field value is changed to 1 Week (recurring)
  • Follow up Task is created for 2 weeks from current date when Follow Up field value is changed to 2 Weeks
  • Follow up Task is created for 2 weeks from current date and recurring every  2 weeks when Follow Up field value is changed to 2 Weeks (recurring)
  • Follow up Task is created for 1 month from current date when Follow Up field value is changed to 1 Month
  • Follow up Task is created for 1 month from current date and recurring every month when Follow Up field value is changed to 1 Month (recurring)
  • Follow up Task is created for 6 months from current date when Follow Up field value is changed to 6 Months
  • Follow up Task is created for 6 months from current date and recurring every 6 months when Follow Up field value is changed to 6 Months (recurring)