Email by Nekton integration with Visual Lease
How to Create Visual Lease notes for new inbound emails
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Visual Lease notes for new inbound emails" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Visual Lease integrations
Visual Lease actions
Nekton can use any feature that is available in Visual Lease API.
Using our advanced AI, you can easily create custom automations for Visual Lease.
Here are some typical actions you can do in your automated workflows.
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 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 Lease Note
Creates a new note in a lease.
Create a New Project Note
Creates a new note in a project.
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.
Change of Lease Status
Triggers when lease status is changed.
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.