YoPlanning integration
Connect YoPlanning to Joymore so your brokerage's automations and Joy can work with it.
What Joymore does
Connect YoPlanning to Joymore from Settings. Once it is connected, Joymore automations can react to YoPlanning events and run YoPlanning actions, and Joy can use YoPlanning when someone on your team asks her to.
Available once connected
What automations can use in YoPlanning.
Events Joymore can react to
- New Client Created
- New Order Placed
Actions Joymore can run
- List Categories
- List Clients
- List Orders
- List Payments
- List Teams
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.
