Triggering digital tenant applications upon interest

Purpose

1. Automate initiation of digital tenant application workflows immediately after a prospective tenant expresses interest, streamlining onboarding and reducing manual workload.

2. Capture, process, and route application data to appropriate screening and document verification services.

3. Ensure compliance with rental regulations, data privacy, and audit trails for rental agencies.

4. Provide real-time notifications and reminders to prospects and internal staff.

Trigger Conditions

1. Online property inquiry form submission by prospective tenant.

2. SMS keyword reply indicating interest.

3. Email inquiry to agency’s designated rental address.

4. Social media direct message expressing rental intent.

5. Inbound call with IVR menu selection for “Interested in Renting.”

Platform Variants

1. Twilio SMS

• Feature/Setting: "Incoming Message Webhook" triggers automation when specific keyword (“Apply”) received.
  

2. SendGrid

• Feature/Setting: "Inbound Parse Webhook" captures rental inquiry emails and auto-initiates applications.
  

3. Typeform

• Feature/Setting: "Form Response Webhook" sends completed property interest forms to trigger application start.
  

4. HubSpot CRM

• Feature/Setting: "Workflow Automation"—trigger workflow when new contact is tagged as ‘Interested Tenant’.
  

5. Slack

• Feature/Setting: "Incoming Webhook"—start tenant application on direct message or channel mention.
  

6. Salesforce

• Feature/Setting: "Process Builder" triggers application when lead field ‘Rental Interest’ marked true.
  

7. Google Forms

• Feature/Setting: "Google Apps Script—onFormSubmit" sends applicant info to initiate workflow.
  

8. Mailchimp

• Feature/Setting: "Event-based Automation"—trigger when contact clicks designated interest link.
  

9. Zendesk Support

• Feature/Setting: "Trigger" on ticket tagged ‘rental-interest’ to notify and start application process.
  

10. Intercom

• Feature/Setting: "Custom Bot" detects rental queries, triggers tenant application flow.
  

11. Facebook Messenger

• Feature/Setting: "Messenger Webhooks"—trigger on rental keyword in chat to send application link.
  

12. WhatsApp Business API

• Feature/Setting: "Webhook Event Listener"—initiate applications upon message with intent keyword.
  

13. Calendly

• Feature/Setting: "Event Created Trigger"—when meeting type ‘Rental Inquiry’ scheduled, start application.
  

14. Monday.com

• Feature/Setting: "Automation Recipe" creates item and notifies agent when interest form submitted.
  

15. DocuSign

• Feature/Setting: "Envelope Sent Event"—triggers application doc workflow when invitation sent.
  

16. Zoho CRM

• Feature/Setting: "Workflow Rule" executes webhook for tenant application on lead stage ‘Interested’.
  

17. Jotform

• Feature/Setting: "Form Submission Webhook"—data triggers rental application process.
  

18. Airtable

• Feature/Setting: "Automations—When record created" with status ‘Interested’, triggers flow.
  

19. Wix Automations

• Feature/Setting: "Contact Form Submission Trigger" sends tenant application link.
  

20. Microsoft Power Automate

• Feature/Setting: "Automated Cloud Flow"—triggered from Teams, Forms, or Outlook when criteria met.
  

Benefits

1. Eliminates manual data entry, reducing errors and saving staff time.

2. Accelerates communication and improves applicant experience via instant responses.

3. Centralizes applicant data for seamless screening and compliance tracking.

4. Provides audit trail of interactions and application progress.

5. Scales easily to handle high volumes of inquiries across multiple channels.