New integration: Manage your real estate transactions with Paperless Pipeline

Deborah Tennen
Deborah Tennen / June 27, 2019

Paperless Pipeline is a real estate transaction and commission management system for agents and brokers. The transaction software allows you to create tasks, including due dates, and sync your tasks to iCal, Outlook, or Google Calendar. Create reusable checklist templates that can be applied to transactions, view essential transaction information, and add notes to a transaction. Easily communicate with your team, and email documents to outside parties straight from a transaction. Plus, you can upload, preview, and organize documents, and import your documents directly from DocuSign. Paperless Pipeline also offers commission management software to help you calculate commissions, generate reports, and show agents how they're doing.

And now Paperless Pipeline connects with Zapier, making it easier than ever to automate your real estate workflows. Connect Paperless Pipeline to 1,500+ apps: Zapier can automatically trigger workflows in other apps whenever a transaction's status is changed in Paperless Pipeline.

Here are just a few ways to make the most of Paperless Pipeline's Zapier integrations:

  • Automatically send an email whenever there's a change in transaction status in Paperless Pipeline.
  • Automatically separate agents or contacts tied to a transaction so that you can construct a follow-up workflow that performs an action with each one individually, or automatically identify the buyer or lender based on a change of transaction status.
  • Streamline commission payments by automatically creating new expenses in QuickBooks whenever there's a status change for a transaction in Paperless Pipeline.

How to Automate Paperless Pipeline with Zapier

  1. Sign up for a Paperless Pipeline account, and make sure you have a Zapier account.

  2. Try some pre-made Paperless Pipeline integrations, and learn more about how Paperless Pipeline works with Zapier.

  3. Or log in and build a custom workflow with Paperless Pipeline and Zapier.