Generate and send property viewing itineraries to clients

Purpose

1. Automate the generation and sending of property viewing itineraries to rental clients, ensuring accurate, timely, and professional communication.

2. Centralize and automate viewing details aggregation, client data retrieval, mapping properties, and coordinated delivery via email, SMS, or calendar invites.

3. Standardize the formatting, scheduling, and distribution of itineraries by automating property address, time slots, agent contacts, and map links into a single automatable workflow.

4. Minimize manual errors and maximize efficiency in scheduling, confirmation, and update notifications for rental property viewings.

Trigger Conditions

1. Automated trigger: New viewing request submitted by a client via online form, CRM, or portal.

2. Automatedly triggered on manual agent input of viewing data in rental management software.

3. Automation initiates when user confirms preferred times in booking link.

4. Automated trigger upon agent marking properties as available for viewing in PMS (Property Management System).

Platform Variants

1. Gmail API

• Feature/Setting: Automate itinerary email composition using "messages.send" with HTML templates.
  

2. Outlook Graph API

• Feature/Setting: Automate sending calendar events using "/me/events" endpoint for viewing invites.
  

3. Twilio SMS API

• Feature/Setting: Automates SMS itinerary dispatch using "Messages" resource.
  

4. Slack API

• Feature/Setting: Automate direct itinerary message to client using "chat.postMessage".
  

5. Mailgun

• Feature/Setting: Automate outbound itinerary emails via "messages" API with dynamic data merge.
  

6. SendGrid

• Feature/Setting: Automate templated email sending using "Mail Send" endpoint.
  

7. DocuSign API

• Feature/Setting: Automated itinerary PDF delivery and acknowledgment request using "Envelopes: create".
  

8. Google Calendar API

• Feature/Setting: Automate adding itinerary events to calendar via "events.insert".
  

9. Zoom API

• Feature/Setting: Automate creation and invitation for virtual property viewings using "meetings" endpoint.
  

10. Microsoft Teams API

• Feature/Setting: Automate itinerary message post in Teams using "chatMessage.send".
  

11. WhatsApp Business API

• Feature/Setting: Automates itinerary info via "messages" endpoint.
  

12. Salesforce API

• Feature/Setting: Automate itinerary document creation in Opportunity record via "SObject" API.
  

13. HubSpot API

• Feature/Setting: Automates email sequence or ticket creation using "engagements" endpoint.
  

14. Zoho CRM API

• Feature/Setting: Automate itinerary creation and client communication with "Leads" module update.
  

15. Monday.com API

• Feature/Setting: Automates viewing task creation and status updates using "create_item".
  

16. Trello API

• Feature/Setting: Automate adding checklist/cards for each viewing in boards via "cards" endpoint.
  

17. Asana API

• Feature/Setting: Automate itinerary as a new task or comment via "tasks" API.
  

18. Pipedrive API

• Feature/Setting: Automates itinerary note creation on deal using "notes" API.
  

19. Intercom API

• Feature/Setting: Automates messaging clients with itinerary info using "messages" API.
  

20. AirTable API

• Feature/Setting: Automate populating and updating viewing itinerary records via "create/update record".
  

21. SMSCountry API

• Feature/Setting: Automate SMS itinerary notifications using "SendSMS" endpoint.
  

22. ClickSend API

• Feature/Setting: Automate multi-channel itinerary delivery (SMS/email) using "SendSMS" and "SendEmail".
  

23. Ytel API

• Feature/Setting: Automate itinerary voice or SMS sends via "messages" endpoint.
  

24. RingCentral API

• Feature/Setting: Automate multi-modal itinerary delivery (fax/SMS) using "SMS" and "Fax" endpoints.
  

Benefits

1. Automated reduction in manual scheduling and template creation.

2. Automates consistency and accuracy in viewing details and client communication.

3. Automation reduces human error and last-minute changes.

4. Automates timely, multi-channel communication, improving client experience.

5. Freed human resources through orchestration of automatable admin tasks.

6. Provides audit trails for all automated communications.

7. Automates calendar synchronization for both agents and renters.

8. Enables automated reminders and follow-ups.

9. Streamlines automation of multi-user and group scheduling.

10. Brings scalable, repeatable automation without reinventing coordination workflows.