Update file statuses in Joymore
Update the mapped Joymore file status from approved Pipedrive equivalents
When a mapped Pipedrive deal is updated
What Joy does
When a mapped Pipedrive deal changes, read its current stage and deal status and apply the explicitly configured equivalent Joymore lifecycle status. Update only the linked transaction status, record the source in its status-change history, and leave already matching statuses unchanged. Skip unmapped or ambiguous cases and preserve normal Joymore transition restrictions.
Who it's for
Brokerage operations manager
Connects to
During setup
Joy will help you:
- Choose the Pipedrive account, pipeline, and exact existing deal-to-file matches.
- Choose explicitly equivalent Pipedrive stages and deal statuses for approved Joymore status updates.
- Confirm Pipedrive as the status source for those transitions and the time zone for any reliable source timing.
Joymore is transaction management software for real estate brokerages. It reads every file on arrival and runs compliance review with no work required from agents.
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