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How to Set Up Other Trigger Automations for Buyers in REsimpli

Written by Anthony Estrada

Overview

Other Triggers covers the changes to a buyer's own details — most usefully their target city, the area they are looking to buy in.

Set a condition, and REsimpli acts as soon as a buyer matches it. This is how you react automatically when a buyer's buying criteria line up with what you have.

Steps

Part 1: Build the Automation

Step 1: Open your buyer triggers

  1. Go to Automations.

  2. Click Buyers.

  3. Select Other Triggers.

  4. Click Add Automation.


Step 2: Choose the condition

Select the condition that should trigger the automation.

The video uses target city. When a buyer's target city is set to Addison, the automation runs for that contact.


Step 3: Set your timing

Choose your delay preference and default time zone, then click Save.


Step 4: Add an SMS step

To message the buyer:

  1. Select one of your templates, or type the message.

  2. Choose the phone number to send from.


Step 5: Add a task for your team

  1. Add a task step.

  2. Select one of your task templates, or create the task here.

  3. Select the assignee.


Step 6: Add any other steps

You can also:

  • Add a tag

  • Assign or unassign a team member

  • Notify team members

  • Change the buyer's status

  • Stop other automations — specific ones, or everything currently running on that buyer


Step 7: Save

Click Save.


Part 2: Test It

Step 8: Check the buyer first

Open a buyer and check their automations. There should be none active.


Step 9: Meet the condition

Update the buyer's target city to the one your automation watches for — Addison in this example — and save.


Step 10: Confirm it ran

Check the buyer's automations again. Yours will now be active.

Click it to see the steps the system will carry out, along with the execution date and time for each.


Important Notes

  • Target city is a buyer's own criteria, so this automation reacts to what a buyer is looking for rather than to something you did.

  • A buyer matching a target city is a natural moment to alert your dispo team, so notify team members is a sensible step here.

  • Task steps can pull from your existing task templates rather than being written from scratch.

  • Stopping other automations can be targeted — everything running on the buyer, or only the ones you name.

  • Checking the buyer's automations before and after the change is the simplest way to confirm the trigger works.


Troubleshooting

Your automation did not run

  • Check the condition against the buyer's details. A target city automation only fires when that exact city is set.

Your SMS did not send

  • Check the message and the sending phone number on that step.

A task was created with nobody assigned

  • Check the assignee on the task step.

The buyer is still in other automations

  • Add a stop other automations step, choosing whether to stop all of them or specific ones.

You want to know when steps will run

  • Open the automation from the buyer record. Each step shows its execution date and time.


Summary

You built an automation on a buyer detail change. You opened Automations, Buyers, and Other Triggers, and set a condition such as a target city of Addison. You set your timing, then added an SMS, a task from a template with an assignee, tags, team notifications, and a status change. You tested it by setting the target city on a buyer and confirmed the automation activated with its scheduled steps.

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