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ZAPIER PROPERTY AUTOMATION

Property task routing

ClickUp task

Problem

Property tasks needed to follow the right path for residential or commercial work.

Solution

Routed task information into property-specific branches and records.

Outcome

Property work is categorized into the matching operations path.

For

Property managers handling residential and commercial portfolios.

Automation workflow · Zapier
  1. New ClickUp taskTrigger
  2. Check the detailsFilter + format
  3. Log the requestGoogle Sheets
  4. Which property type?Split into paths

Property type

Residential
  1. Residential taskProperty database
  2. Add rowResidential sheet
  3. Update contactGoHighLevel
Commercial
  1. Commercial taskProperty database
  2. Add rowCommercial sheet
  3. Update contactGoHighLevel

The actual build

Property task routing workflow built in Zapier