Visual Lease and Salesflare
How to connect Visual Lease
- Via Zapier — 14 operations available. Set it up ↗
What you can automate
- When new Contact in Visual Lease, find or create contact in Salesflare.
About Visual Lease
Visual Lease is a comprehensive, powerful and easy-to-use real estate and lease management software solution that makes it easy to know what your leases say, how much they cost, and when they need attention. It enables companies to control, report, track, and manage owned and leased real estate and make better decisions on leases and related information.
Visual Lease operations on Zapier
Triggers (10)
Start a workflow when this happens
- Change of Lease Status — Triggers when lease status is changed.
- Change of Project Status — Triggers when project status is changed.
- Change of Project Task Status — Triggers when project task status is changed.
- New Contact — Triggers when a new contact is created.
- New Lease — Triggers when a new lease is created.
Show 5 more triggers
- New Lease Document — A new lease document is created in Visual Lease.
- New Project — Triggers when a new project is created.
- New Project Document — A new project document is created in Visual Lease.
- Send Alert Notification — Triggers when there are one or more alerts for notification. Alerts processing is done on a daily basis and if there are alerts for the day, they will be sent as individual messages.
- Send Alert Notification Combined — Triggers when there are one or more alerts for notification. Alerts processing is done on a daily basis and if there are alerts for the day, they will be aggregated and sent as a single message.
Actions (4)
Things Salesflare can make it do
- Create a New Lease Document — Creates a new document in a Lease. File name must contain Lease name somewhere in it's name, so that the document can be correctly matched to a Lease.
- Create a New Lease Note — Creates a new note in a lease.
- Create a New Project Document — Creates a new document in a Project . File name must contain Project Name somewhere in it's name, so that the document can be correctly matched to a Project.
- Create a New Project Note — Creates a new note in a project.
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