Overview
Other Triggers covers the things that change on a deal in progress — a buyer being added, an offer coming in, the expected profit or closing date changing.
These are the events that matter once a property is under contract but the stage has not moved, and this is how you react to them automatically.
Steps
Part 1: Build the Automation
Step 1: Open your transaction triggers
Go to Automations.
Click Transactions.
Select Other Triggers.
You will see your existing automations and the option to add a new one.
Step 2: Name it
Enter an automation name.
Step 3: Choose the condition
Select what should trigger the automation:
A tag is added to the property
A buyer is added
An agent is added
Multiple offers have been received
The expected profit has changed
The scheduled closing date has changed
The video triggers on expected profit changed.
Click Save.
Step 4: Set your timing
Choose day-based or delay-based timing for when the steps run.
Step 5: Build your sequence
Add the steps you want. The options include:
Add a note to the property
Notify team members — by role, by naming members, or everyone assigned to that property, then choose the channel and write the text
Add a task
Add a folder
Change the property's status within Transaction Management
Step 6: Save
Click Save. Your automation will appear in the list.
Part 2: Test It
Step 7: Open a property
Open a property in your transaction pipeline.
Click the automation button to see what is currently active on it.
Step 8: Find the field you are triggering on
For expected profit, look at the Acquisition Timeline on the right of the screen and click View More.
You will see the expected profit there.
Step 9: Change it
Click Manage.
Edit the expected profit — the video changes it to $15,000.
Click Update.
Your automation will fire.
Step 10: Confirm it ran
Check the property's automations. Yours will be listed as triggered.
Open it to see which steps are completed, which are pending, and when the remaining ones are scheduled.
Step 11: Check the activity log
Click All on the property for the full activity log.
You will see the information being updated, the automation being enabled, the note that was added, and everything else recorded against the property.
Part 3: Track It
Step 12: Check enrollment
Go back to Automations, Transactions, Other Triggers, and open Automation Enrollment.
You will see every property with the automation active, and those where it has already completed.
Click any property for its actions, step statuses, and execution times.
Important Notes
These triggers are about changes to a deal, not stage moves. Use the status change automation if you want to react to a property moving between pipeline stages.
Expected profit and scheduled closing date are both triggers, which makes this useful for keeping people informed when a deal's numbers or timing shift.
Multiple offers received is a trigger, so you can alert your team the moment a deal becomes competitive.
Expected profit is edited from the Acquisition Timeline on the property, under View More and then Manage.
The activity log records the field change and the automation firing together, which makes it easy to confirm cause and effect.
Troubleshooting
Your automation did not trigger
Check the condition matches the change you made. Changing the closing date will not fire an automation set to watch expected profit.
You cannot find where to change expected profit
Open the property, look at the Acquisition Timeline on the right, click View More, then Manage.
Your team was not notified
Check who the notification step targets — a role, named members, or everyone assigned to the property.
A step has not run yet
Check its delay, then open the automation from the property to see the scheduled time.
You want to see everything this automation has run on
Open Automation Enrollment. It lists both active and completed properties.
Summary
You built an automation on a transaction change. You opened Automations, Transactions, and Other Triggers, and set a condition such as expected profit changing. You added notes, team notifications, tasks, and folders, then tested it by editing the expected profit from the property's Acquisition Timeline. You confirmed the automation fired from the property's automations and activity log, and tracked everything enrolled through Automation Enrollment.