With the Rentvine linked Owner Leads board, you can create Portfolios and Buildings in Aptly for them to push into Rentvine - all by completing simple tasks!
In order to create the Portfolio and Building, Rentvine requires specific fields in order to sync these locations.
Portfolio | Building |
Owner Contact
Portfolio Title | Portfolio (linked to the card)
Address
Year Built
Property Type |
Prerequisites
Before automating the creation of Portfolios and Buildings, you’ll need the following items to be set up:
- Task Template & Automation Set Up
- Board Filters Created
- Create Card Rules Set Up on Portfolios and Buildings
Task Template
There are two tasks on your Owner Pipeline that will jumpstart the Onboarding process by creating the Portfolio and Building.
Here are the tasks for reference:
Portfolio Task
Building Task
Automation
Automatically add this task to the card when it enters the PMA Signed stage.
As soon as a card enters the PMA signed stage, the two tasks from the task template are added to the card in sequential order.
Filters & Card Sources
You’ll need two filters added to the Owner Leads board: one to create the Portfolio and one to create the building.
Filter to Create the Portfolio
Filter to Create the Building
Card Sources - Aptly Board or Location
Once the filters are created, you’ll use them to tell Aptly what cards need to be copied over to the Portfolio and Building. Using a Create Card rule, you’ll select the appropriate filter to jump start the Portfolio or Building creation.
Creating the Locations
Troubleshooting
Check the Sync Log
If a building or portfolio is not syncing as expected, check the sync log for Rentvine.
- On the Location, click Card Sources.
- Click on Rentvine.
- Click View Sync Logs.
If there is an error it will appear in red with the reason why the location did not sync.