Integrate your Appfolio data with Aptly! We’re able to sync Buildings, Units, Leases, Vendors, Work Orders, and Contacts so that you can manage your day to day processes with the assistance of automations, tasks, and notifications.
In this article, you will learn:
- How to set up your Appfolio Integration
- Other Appfolio Integration Options
How to Get Set Up with Appfolio
The Aptly team will help set up your Appfolio integration. First, you'll need to create an Aptly-specific User in Appfolio by following the steps below.
1. Create a Special User in Appfolio
2. Send Aptly Support an Email
Other Appfolio Integration Options
While Aptly integrates directly with specific Appfolio data, it’s also possible to obtain other Appfolio data in Aptly. These can be added into Aptly via Email Parser set up in the Inbox.
For any Appfolio notification email that you receive in an Aptly-connected inbox, you can set up an Email Parser to create a card (with specific information from the email) on a designated board. Note: Cards can only be created, not updated with an Email Parser.
We have the following Email Parsers available for Appfolio:
- Appfolio - SMS
- Appfolio Application
- Appfolio Lease Ready for Countersign
- Appfolio Lease Renewal
- Appfolio Move-out
- Appfolio New Lead
- Appfolio New Work Order
- Appfolio Payment Rejected
- Appfolio Phone Call
Frequently Asked Questions
How often does Aptly sync with Appfolio?
Aptly syncs with Appfolio nightly. You can check when the last sync occurred by hovering over the Last Sync button in the bottom left corner of the board.
What reports does the Aptly user need access to?
Tenant Directory, Owner Directory, Property Directory, Tenant Tickler, Delinquency, Vendor Directory