See how these workflows by Workato eliminate the coordination chaos between inspections, valuations, and your team
1. Inspection Scheduling Automation
Streamlines property inspection workflows by connecting calendar scheduling with professional inspection services and project management systems.
How the automation works:
When a new property inspection event is created in Google Calendar, the recipe retrieves the complete event details including property address and inspection requirements. It then places an inspection order in RicherValues with the scheduling information and creates a tracking record in Monday.com to monitor the inspection request. The automation sends an SMS confirmation to the property owner via Twilio, updates the original calendar event with the RicherValues order reference details, and sends an email notification to the concerned team via Gmail informing them that the inspection has been scheduled and ordered.
Why this automation is impactful:
This automation transforms inspection scheduling from a fragmented manual process into a seamless, integrated workflow that ensures immediate action on every scheduled inspection. By automatically connecting calendar events with inspection services, project tracking, and team communications, it eliminates coordination gaps and provides instant visibility across all stakeholders. The integration reduces scheduling errors, prevents missed inspections, and ensures all team members are immediately informed when inspections are booked and ordered.
Start building in Workato
Feel free to check out the recipe here for a ready-to-use version that you can easily duplicate and implement.
2. New Property Valuation Request
Automates property evaluation workflows by integrating investment tracking systems with professional valuation services for seamless property analysis.
How the automation works:
When a new property record is added to the Airtable investment tracking table, the recipe immediately places an EVAL order in RicherValues with the property details for comprehensive evaluation. It then creates a project management task in Asana to track the valuation request and posts a message in Slack to alert the concerned team that a new valuation order has been submitted. Finally, the automation updates the original Airtable record with the RicherValues order ID and status information, creating a complete audit trail of the valuation request process.
Why this automation is impactful:
This automation eliminates manual coordination between property tracking systems and valuation services, ensuring every investment opportunity gets professional evaluation without delays or missed steps. By automatically creating project tasks, sending team notifications, and updating tracking records, it provides immediate visibility and accountability for all valuation requests. The seamless integration reduces administrative overhead, prevents order tracking errors, and ensures teams stay informed about pending valuations from the moment they’re submitted.
Start building in Workato
Feel free to check out the recipe here for a ready-to-use version that you can easily duplicate and implement.