Real Estate Listing Sync Across Portals
Automatically publish and update property listings across realestate.com.au, Domain, your agency website, and other portals from a single entry in your CRM. Every price change, status update, and new photo propagates instantly.
Multi Channel Inventory Level Sync
Automatically update stock counts across Shopify, Amazon, WooCommerce, and every other sales channel the moment an order comes in. No more overselling, no more cancelled orders, no more angry customers.
PDF Invoice OCR to Accounting System
Automatically extract data from PDF invoices using OCR and push it straight into your accounting system. No manual data entry, no transcription errors, no wasted hours.
Website Form to CRM with Instant Alert
Automatically push every website form submission into your CRM, tag it by source, and ping the right sales rep within seconds. No more leads sitting in an inbox nobody checks.
CRM to Accounting Invoice Sync
Automatically generate invoices in your accounting software the moment a deal closes in your CRM. No retyping customer details, no mismatched line items, no delayed billing.
Construction Subcontractor Onboarding
Automatically collect insurance certificates, W9 forms, and safety questionnaires from new subcontractors, then validate compliance with AI before they set foot on site. No email chains, no chasing paperwork, no expired certificates slipping through.
Vendor Agreement Intake and Comparison
When a vendor sends a contract, AI extracts payment terms, liability caps, termination clauses and auto renewal dates into a structured row. Your procurement team can then compare every vendor agreement side by side, spotting bad deals before anyone signs.
Real Estate Lead Scoring with Skip Tracing
Automatically scan public property records for distress signals, score each lead by motivation level, and skip trace owner contact details into your CRM so your outreach starts before competitors even open their spreadsheets.
Superannuation Fund Rollover Tracking
Automatically monitor super rollover status across platforms like Netwealth, Hub24, and BT Panorama. Get notified when funds land, flag overdue transfers before they cost your clients real money, and keep every record updated without logging into a single portal.
New Client Access Provisioning
Automatically set up portal logins, shared folders, communication channels, and email list memberships the moment a new client is signed. No manual steps, no forgotten permissions, no "I can't find the folder" emails.
Shopify to QuickBooks Order and Inventory Sync
Automatically push every Shopify order into QuickBooks as a sales receipt, sync inventory levels across both platforms, and eliminate the hours of manual data entry that keep you chained to a spreadsheet instead of growing your store.
Open Home Digital Sign In to CRM Pipeline
Every open home visitor gets captured, tagged, and added to a follow up sequence automatically. No paper sheets, no data entry, no leads slipping through the cracks.
Defect List Photo Documentation and Assignment
When a site supervisor photographs a defect, the automation uploads the image to the project folder, creates a punch list item assigned to the responsible subcontractor, and sends them an SMS or email with the photo, floor plan location, and rectification deadline.
Listing Status Change Syndication
Automatically detect listing status changes and push updates across your website, social media, email lists, and third party portals in minutes, not hours. Every channel stays accurate without anyone on your team touching a keyboard.
Medical Practice Patient Record Sync
Automatically sync patient intake forms to your practice management system, eliminating double data entry and reducing duplicate records that put billing and patient safety at risk.
Monthly Close Checklist Automation
Automatically generate a structured month end close checklist for every client on the first of each month, with tasks assigned to the right team members, due dates calculated, and progress visible across your entire practice.
Legal Client Matter Setup
When a retainer is signed, this automation creates the matter in your practice management system, builds your folder structure, triggers conflict checks, and sends the client their portal login. Thirty minutes of paralegal setup, done in under a minute.
Van Stock Replenishment Trigger
When a technician logs parts used after a job, this automation updates per van inventory, generates purchase orders for low stock items, routes them for approval, and emails the supplier. No more return trips to the supply house.
Commission Reconciliation and Split Calculation
Automatically parse commission statements from insurers and product providers, match each payment to the originating adviser, apply contractual split percentages, and push reconciled figures to your accounting system. Discrepancies get flagged before they become lost revenue.
Conflict of Interest Check on New Enquiry
Every new client enquiry is automatically screened against your firm's entire matter history, flagging exact and fuzzy matches before a solicitor ever picks up the phone.
Crane and Heavy Equipment Hire Scheduling
Automatically book cranes, excavators, and concrete pumps when project tasks are scheduled, cross reference site permits and access logistics, and send predelivery checklists to supervisors 48 hours before arrival.
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