Overview
This automation runs when a property you are holding moves to a different status in your inventory pipeline — for example, going into Under Rehab.
It is the automation type for keeping work moving on properties you own, such as getting vendors called as soon as a renovation starts.
Steps
Part 1: Build the Automation
Step 1: Open your inventory status automations
Go to Automations.
Click Inventory.
Select Status Changed.
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 pipeline and status
Select the pipeline — Inventory.
Select the status that triggers the automation.
The video uses Under Rehab, so the automation runs as soon as a property goes into renovation.
Step 4: Set your timing
Choose your delay preference and default time zone.
Step 5: Add a task for your team
This is the main use for an inventory status automation. When a property goes under rehab, you usually need someone to start contacting vendors.
Add a task — for example, calling a repairman, a plumber, or whichever vendor the work needs.
Add the details.
Select the assignee.
Set a task reminder for them if you want one.
Step 6: Add any other steps
You can also:
Notify team members — by role, by naming members, or everyone assigned
Add a tag to the property
Build the sequence around how your own process works.
Step 7: Save
Click Save.
Part 2: Test It
Step 8: Check the property first
Open a property and check its automations. There should be none running.
Step 9: Change the status
Move the property into your trigger status — Under Rehab in this example.
Step 10: Confirm it ran
Check the property's automations again. Yours will now show as active.
Click it to see the scheduled actions and when each is due to run.
Important Notes
This is for properties you already hold. It runs on status changes inside the inventory pipeline, not on leads or deals in progress.
Under Rehab is the natural trigger for vendor work — a task to call a repairman or plumber, created the moment the property enters renovation.
Tasks created here carry their own assignee and reminder, so the work does not depend on someone remembering.
Checking the property's automations before and after the status change is the simplest way to confirm it works.
Troubleshooting
Your automation did not trigger
Check the pipeline and status on the automation match where the property actually moved.
A task was created with nobody assigned
Check the assignee on the task step.
Your assignee did not act on the task
Set a task reminder for them as part of the step.
You want to see when steps will run
Open the automation from the property. It lists the scheduled actions with their execution times.
Summary
You built an automation for inventory status changes. You opened Automations, Inventory, and Status Changed, named it, and set it to trigger when a property moves to a status such as Under Rehab. You added a task for your team to contact vendors, with an assignee and a reminder, plus team notifications and tags. You tested it by moving a property into that status and confirmed the scheduled actions on its record.