TitleTrackr and Salesflare
How to connect TitleTrackr
- Via Zapier — 12 operations available. Set it up ↗
What you can automate
- When new Order Created in TitleTrackr, create opportunity, then find or create contact in Salesflare.
- When new Order Document Added in TitleTrackr, create opportunity, then find or create contact in Salesflare.
- When order Status Changed in TitleTrackr, create opportunity, then find or create contact in Salesflare.
About TitleTrackr
TitleTrackr is an AI-powered platform to extract key words from real estate documents and auto-generate reports for title searchers, abstractors, and typists.
TitleTrackr operations on Zapier
Triggers (7)
Start a workflow when this happens
- New Abstract Created — Triggers when a new title abstract is created.
- New Order Created — Triggers when a new order is created.
- New Order Document Added — Triggers when a file is uploaded to an order's Documents tab. The payload includes a temporary download URL so the document can be attached to downstream email or upload actions.
- New Project Created — Triggers when a new project is created.
- Order Abstract Assigned — Triggers when an abstract is assigned to an order.
Show 2 more triggers
- Order Status Changed — Triggers when an order changes into the selected status.
- Project First Abstract Assigned — Triggers when a project receives its first abstract.
Actions (4)
Things Salesflare can make it do
- Attach Document to Order — Upload a file to an order's Documents tab. Map the file from a previous step (e.g. a Gmail or Outlook attachment) and the Order ID from a trigger like "New Order Created".
- Mark Order Invoice Paid — Checks (or unchecks) the order's "Invoice Paid" box — the same checkbox as the Fees section in the app. Requires Invoice Paid tracking to be enabled for your organization.
- Update Order Custom Field — Sets (or clears) one of the order's custom field values — the same fields as the order Edit page. Company fields accept a company name; multi-select fields accept comma-separated values.
- Update Order Status — Moves an order into a different status. Fires the same automations as changing the status in the app (including "Order Status Changed" zaps).
Searches (1)
Look up existing records
- Find Order Documents — Look up the files in an order's Documents tab. Returns each file with a temporary download URL that can be attached to downstream email or upload actions.
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