Automate Tracks in the Sales Lifecycle

You can now automatically add or remove Tracks at key moments in the property sales lifecycle. This feature ensures the right workflows are triggered at the right time—without relying on manual action.

What’s New

You can automatically add or remove Tracks when:

• An Appraisal moves pipeline stages
• A Listing is created
• A Listing is sold

Additional enhancements

• Ready-to-use automation templates
  Common workflow templates are available to duplicate and customise.
• Clear guardrails
  Automations are simple and predictable:
  • No recursion
  • No hidden behaviours
• Full control
  Enable or disable automations at any time.

Where to Find It

Automation Rules

Navigate to:

Settings → Automations

Automation Permissions

To manage access:

Settings → Users & Security → Users → Privileges → Automation Rules

Only users with the appropriate privilege can create, edit, enable, or disable automation rules.

How Tracks Behave

Tracks added by automations behave exactly the same as Tracks added manually.

You’ll find them in the same locations on:

• Listings
• Contacts
• Properties
• Appraisals

They include the same reminders, visibility settings, and functionality as manually added Tracks.

Why It Matters

Scalable Service Delivery

Automations ensure Tracks are applied or removed at the right moment, helping your team deliver consistent service at scale.

Reduced Administrative Burden

Agents no longer need to remember to manually add or remove Tracks across common lifecycle events.

Improved Compliance

Key Tracks are automatically applied, reducing the risk of missed actions and improving process consistency.

Built for Growth

This automation engine lays the foundation for expanded automation capabilities in the future.

If you need assistance setting up your first Automation Rule, contact your system administrator or the Rex Support team.