Tenant & Resident Management**Purpose**
1.2. Synchronizes payment activity across accounting, CRM, and resident management databases.
1.3. Flags late or failed payments, auto-generates reminders, escalates collection tasks, and maintains compliance logs.
1.4. Reduces manual labor, risk of error, and latency in financial administration of multi-unit residential properties.
1.5. Provides real-time visibility to management and residents on rent status and account history.
**Trigger Conditions**
2.2. Payment received by designated tenant bank account or payment processor.
2.3. Non-payment detection after X days past due.
2.4. Payment failure or reversal notification from financial service provider.
2.5. Manual override or record update by property management.
**Platform Variants**
3.1. Stripe
• API: `/v1/payment_intents` — Set up recurring charges; webhook event for payment status.
3.2. PayPal
• API: `v1/billing/subscriptions` — Schedule recurring rent invoices; use webhook for completed/failed payments.
3.3. QuickBooks Online
• Endpoint: `POST /v3/company/{companyId}/invoice` — Auto-generate and reconcile invoices via API.
3.4. Xero
• API: `/api.xro/2.0/Invoices` — Issue scheduled invoices and reconcile incoming payments.
3.5. Plaid
• API: `/payment_initiation/payment/create` — Initiate and track ACH rent payments; use `/payment/get` for status.
3.6. SAP Concur
• Endpoint: `POST /receipts` — Sync rental receipts for reconciliation to expense account.
3.7. Twilio
• Feature: Programmable SMS; API: `POST /Messages` — Send rent reminder and status SMS.
3.8. SendGrid
• API: `POST /mail/send` — Dispatch scheduled payment request and reminder emails.
3.9. Slack
• API: `chat.postMessage` — Route real-time payment or delinquency alerts to property management.
3.10. Salesforce
• API: `Composite` — Update resident payment status record; trigger automated tasks for overdue accounts.
3.11. Microsoft Dynamics 365
• Endpoint: `POST /api/data/v9.0/invoices` — Issuing and reconciling rent invoices in CRM.
3.12. Zoho Books
• API: `POST /invoices` — Schedule monthly rent invoices; listen for `invoice.paid` webhook.
3.13. Pipedrive
• API: `/deals` — Move resident payment progress in pipeline and log payment reconciliation notes.
3.14. Monday.com
• API: `change_column_value` — Update board with payment status, trigger automated reminders.
3.15. Google Sheets
• API: `spreadsheets.values.update` — Log payments and reconciliation results per resident row.
3.16. HubSpot
• API: `/crm/v3/objects/contacts` — Update contact property for rent status; trigger workflow automation.
3.17. DocuSign
• API: `/envelopes` — Send/track digital leases, automate payment reminders based on signed dates.
3.18. Mailgun
• API: `messages` — Automated, personalized payment reminder email campaigns.
3.19. FreshBooks
• API: `/clients/invoices` — Automated billing and payment status callbacks.
3.20. Square
• API: `/v2/invoices` — Schedule recurring rent invoices, webhook for payment receipts.
3.21. Yardi Breeze
• API: `/api/transactions/rent` — Integrate scheduled rent postings, record payment and reconciliation activity.
3.22. AppFolio
• API: `/v1/payments` — Initiate, monitor, and reconcile tenant rent payments in resident portal.
3.23. RentManager
• API: `POST /api/v2/transactions/rent` — Automate rent posting, tracking, and matching payments.
3.24. Azure Logic Apps
• Action: `Recurrence` + connectors to trigger and orchestrate cross-system workflows for rent collection.
**Benefits**
4.2. Reduces manual effort by integrating through direct APIs—data stays synchronized everywhere.
4.3. Enables instant escalation and communication on payment exceptions or delinquencies.
4.4. Ensures timely, transparent financial reporting; compliance-ready records.
4.5. Enhances resident experience through proactive communication and payment flexibility.