Rex Automations – Track Automation Engine

Rex Automations introduces a powerful, Track-focused automation engine designed to ensure the right processes happen at the right time — automatically.

This feature enables agencies to scale service delivery, reduce manual effort, and maintain consistent compliance across the property sales lifecycle.

Overview

Rex Automations provides:

• Automation Rules available in
  Settings → Automations

• A clear, structured framework:

  Module → Trigger → Conditions → Action (Add/Remove Track)

• Built-in guardrails to ensure reliability and predictability
• Permission controls for managing access
• A template-first setup model via the Rex Default Automation Library

Automation Structure

Each automation rule follows a simple and opinionated structure:

1. Module
   Where the automation applies (e.g. Listings or Appraisals).
2. Trigger
   The lifecycle event that activates the rule (e.g. Listing Created, Listing Sold, Appraisal Stage Change).
3. Conditions (Optional)
   Additional filters such as Listing Type or other criteria.
4. Action
   Add or Remove a Track.

This structure keeps automations simple, transparent, and easy to maintain.

Guardrails by Design

Rex Automations is built with reliability in mind:

• No recursion
  Updates triggered by an automation will not trigger other automations.
• Explicit enable/disable control
  Each rule must be manually enabled and can be turned off at any time.
• Validation before enabling
  Rules are validated to prevent misconfiguration.
• Predictable behaviour
  No hidden logic or unexpected outcomes.
• Clear visibility
  All rules are visible in Settings, making them easy to audit and manage.

Permissions

Access to Automation Rules is permission-based.

Administrators can control which users can:

• View automations
• Create and edit rules
• Enable or disable automations

This ensures governance while allowing operational flexibility.

Automation Templates (Beta)

Rex includes a set of Rex Default automation templates designed to support common Track workflows.

Available Templates

• Add Track when Listing Created
• Remove Track when Listing Created
• Add Track to Purchasers when Listing Sold
• Remove Track when Listing Sold
• Add Track when Appraisal moves Pipeline Stage
• Remove Track when Appraisal moves Pipeline Stage

Important Notes

• Default templates are read-only.
• To use one, you must duplicate the template.
• The duplicated version becomes fully editable.
• You then:
  • Select the relevant Track
  • Apply optional conditions (if required)
  • Enable the rule

How It Works

1. Navigate to Settings → Automations
2. Select a Rex Default template
3. Duplicate the template
4. Choose the Track to add or remove
5. Apply optional conditions (e.g. Listing Type)
6. Enable the rule

Once enabled, the automation runs in the background.

Tracks added or removed via automation behave exactly like manually applied Tracks, including:

• Reminders
• Visibility on Listings, Contacts, Properties, and Appraisals
• Standard Track functionality

Why It Matters

Elite Service at Scale

Tracks are applied at the right moment, ensuring consistent service delivery without increasing headcount.

Reduced Admin Burden

Agents no longer need to manually manage Tracks across common lifecycle events.

Improved Compliance

Critical workflow steps are enforced automatically, reducing the risk of missed actions.

Increased Track Adoption

Automations make Tracks effortless to use, increasing consistency across teams.

Cleaner CRM Data

Records stay aligned with real-world workflow stages, improving reporting accuracy and data integrity.

Foundation for Growth

This automation engine establishes the groundwork for future automation capabilities beyond Tracks.

If you need assistance setting up your first automation rule, contact your system administrator or Rex Support.