Automations built for real estate brokerages
Ask Joymore to schedule tasks, set reminders, or monitor for updates. Pick an automation and Joy helps you set it up in the tools your team already uses.
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Start a file when a Follow Up Boss deal goes pending
Follow Up BossOpen a Joymore file and request the contract when a Follow Up Boss deal goes pending
When a Follow Up Boss deal reaches your pending stage
TransactionsView automationUpdate Follow Up Boss deals as files move
Follow Up BossKeep each Follow Up Boss deal stage in step with its Joymore file
When a file's status changes
TransactionsView automationAdd Follow Up Boss tasks for contract deadlines
Follow Up BossCreate a Follow Up Boss task for the assigned agent on each confirmed contract date
When contract dates are confirmed
TransactionsView automationLog file milestones as Follow Up Boss notes
Follow Up BossAdd a note to the client's Follow Up Boss record when a file reaches a milestone
When a file reaches a milestone
ContactsView automationMove closed clients to past client in Follow Up Boss
Follow Up BossSet closed clients to your past client stage and tag the closing date in Follow Up Boss
When a file closes
ContactsView automationFlag pending Follow Up Boss deals with no file
Follow Up BossAlert compliance when a pending Follow Up Boss deal has no Joymore file
Each weekday morning
ComplianceView automationSend open-house sign-ins to a real estate CRM
Follow Up Boss
CINC
Rex+1Add new open-house visitors to Follow Up Boss, CINC, Rex, or Real Geeks as leads
When an open-house sign-in form is submitted
ContactsView automationStart a file when a CINC lead goes under contract
CINCOpen a Joymore file and request the contract when a CINC lead goes under contract
When a CINC lead's status changes to under contract
TransactionsView automationSet Rex reminders for contract dates
RexCreate a Rex reminder for the assigned agent on each confirmed contract date
When contract dates are confirmed
TransactionsView automationAdd closed clients to Rex
RexAdd verified clients who are missing from Rex when a file closes
When a file closes
ContactsView automationActive file copies
Box
Dropbox
Google Drive+1Copy selected existing documents to each file's mapped cloud folder
When a file enters Active
TransactionsView automationAdd clients to a contact app
Google Contacts
HubSpot
Microsoft Outlook Email+3Add missing verified clients to your chosen contact app
When a file closes
ContactsView automationAdd contract dates to Google Calendar
Google CalendarPut selected recorded contract dates on your team's Google Calendar
Choose the trigger during setup
TransactionsView automationAdd contract dates to Outlook Calendar
Outlook CalendarPut selected recorded contract dates on the account's default Outlook calendar
On your chosen schedule
TransactionsView automationAlert accounting about overdue invoices
QuickBooks
XeroFlag overdue mapped invoices for internal accounting review
Each day
FinanceView automationAlert owners about blocked cards
TrelloBring blocked Trello card context to the matched Joymore file
When a mapped Trello card enters Blocked
TeamView automationAlert owners about blocked tasks
ClickUpBring blocked ClickUp task context to the matched Joymore file
When a ClickUp task enters Blocked
TeamView automationAlert owners about blocked tasks
AsanaAlert the internal owner to blocked Asana work on the matched Joymore file
When the selected Asana blocker field is updated
TeamView automation