ClickUp Automation Flow for Real Estate Management
Budget: €30 – €250 EUR
Create a complete automation flow inside ClickUp connecting the form, DocuSign, onboarding, and published apartments.
When a client fills the form, it should:
Check if the owner already exists (by email).
If new → create Owner + Apartment tasks and link them.
If existing → create only the Apartment task and link to the Owner.
Depending on the form answer, send one of two DocuSign contracts automatically (Gestion Totale or Sous-location).
Each apartment gets its own contract, prefilled with all client and property data.
When the contract is signed, the system should:
Move the apartment to the Onboarding phase.
Trigger an Onboarding checklist automatically.
Create or update the client in the Clients list (CRM).
When the Onboarding tasks are completed, the apartment moves automatically to Published Apartments.
Send Teams notifications at every step (form received → contract sent → signed → onboarding → published).
Maintain an Automation Log for all runs, including errors and success status.
Keep client data synchronized — if phone, address, or bank info changes, all linked records update automatically.
Ensure the system is fully reusable and scalable for future clients and apartments.
When a client fills the form, it should:
Check if the owner already exists (by email).
If new → create Owner + Apartment tasks and link them.
If existing → create only the Apartment task and link to the Owner.
Depending on the form answer, send one of two DocuSign contracts automatically (Gestion Totale or Sous-location).
Each apartment gets its own contract, prefilled with all client and property data.
When the contract is signed, the system should:
Move the apartment to the Onboarding phase.
Trigger an Onboarding checklist automatically.
Create or update the client in the Clients list (CRM).
When the Onboarding tasks are completed, the apartment moves automatically to Published Apartments.
Send Teams notifications at every step (form received → contract sent → signed → onboarding → published).
Maintain an Automation Log for all runs, including errors and success status.
Keep client data synchronized — if phone, address, or bank info changes, all linked records update automatically.
Ensure the system is fully reusable and scalable for future clients and apartments.