How to use automation to send a reminder email that a move out or move in is happening in x days

Modified on Wed, 20 Mar 2024 at 10:11 AM

This article is linked to understanding automations   


Step 1 Go to preferences>automation>add a custom trigger


 

Add customized trigger  

 


Step 2 Add where the customized trigger is to be added. In this case tenancy

  

Step 3 Add the conditions. This could be a timed trigger that goes off X no of days from the start and end date of the tenancy

  

When handling timed triggers ensure you correctly enter +x days

     

Step 4

Add the action to the trigger in this case it would be an email Please see  How to add actions to triggers


    

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