Product › Business & operations › Automation rules
If something happens in your pipeline, do the follow-up for you
Pick an event, write the message with variables, choose who receives it. Always-on follow-ups without lifting a finger.
Automation rules: what you get
- Event triggers. Leads, site visits, negotiations, deals, token agreements, properties, tasks, loan requests and users.
- Message templates. Use approved variables such as customer name, agent name, deal amount and visit date.
- Recipients. Send to the customer, the assigned agent, or both.
- Validated safely. Unknown variables are rejected so messages never render blank.
- Queued delivery. Rules run on a queue with retries and are logged.
How it works
- Choose a domain and event.
- Write the message with variables.
- Pick the recipients.
- Switch the rule on.
Where Realto AI helps
- Combine with Realto AI: rules handle the predictable, AI surfaces the exceptions.
For your agents
Agents receive rule-driven notifications as push alerts. Explore the Realto agent app.
Plan availability: Part of the Marketing module — planned for the Pro and Enterprise plans (coming soon).