True Legacy Homes

Automation Inventory Dashboard

183 Flows • 43 Triggers • 47 Validation Rules

183
Active Flows
43
Apex Triggers
47
Validation Rules
128
Email Templates
3
Scheduled Flows

Automation by Object

📥 Lead

20+ automations
Record-Triggered Flows
Before Save: 5 After Save: 10 Before Delete: 1
Apex Triggers
LeadConversionFieldMapping, LeadSyncWebhookTrigger, leadConvertChatter, Lead_CallRail_AfterInsert, WebLeadNotificationTrigger, LeadTrigger
Validation Rules (11)
County, First_Name, Lead_Source_Required, RequireAddresstoConvert, RequireUnqualifiedReason...

💼 Opportunity

25+ automations
Record-Triggered Flows
Before Save: 8 After Save: 15
Apex Triggers
OpportunityTrigger, OpportunitySyncWebhookTrigger, OpportunityGeocodingTrigger, GSP_D_Opportunity
Validation Rules (13)
Cash_Offer_Submitted, Loss_Reason, IC_Ready_Stage, Pending_Signature...

🏢 Account

12+ automations
Record-Triggered Flows
Before Save: 1 After Save: 5
Apex Triggers
AccountSyncWebhookTrigger, PS_Account, dlrs_AccountTrigger
Validation Rules (4)
Loss_Reason, Must_have_Address, Account_Source_cannot_be_None...

👤 Contact

10+ automations
Record-Triggered Flows
Before Save: 2 After Save: 3
Apex Triggers
ContactSyncWebhookTrigger, PS_Contact, PS_Contact_Describe_Async

✅ Task

8+ automations
Record-Triggered Flows
Before Save: 1 After Save: 4
Apex Triggers
TaskTrigger, PS_Task, dlrs_TaskTrigger

📬 Cadences/DM

15+ automations
Cadence Flows
Stop Cadences, Add Bulk Cadences, Stop Direct Mail Cadences, Update Has Cadence...
Apex Triggers
CadencesTrigger, DirectMailSequenceTrigger, DM_CadencesDirectMailTrigger, PreventDeletingOrders

Key Business Automations

🔄 Lead Conversion Process

📥
Lead
✅
Validate
🔄
Convert
💼
Opp Created

Validations: Address, County, Meeting #1 Date, Lead Source, RE in Play

Auto-created: Account, Contact, Cash Offer Opportunity, Estate Sale Opportunity

📊 Investment Committee Process

🏠
In Pursuit
📋
IC Ready
👥
IC Review
✅
Approved
📝
Contract

IC Ready Requirements: Primary Contact, DoA Contact, Field PM

Logs: ARV/Appetite Check → IC Request → IC Decision → IC Final

📅 Meeting #1 Automation

• Meeting #1 Date/Time → Auto-populate Meeting #1 field
• Meeting #1 Set → Send confirmation email (1 or 2 managers)
• Scheduled Flow → Email reminder before meeting
• Meeting attended → Create "Log Meeting Notes" task
• Reschedule/Cancel → Screen flow for user guidance

📧 Email Notifications

• Web Lead → Chatter post + Push notification
• IC Ready → Email to team with property details
• IC Decision → Email (Approved/Rejected/Retrade)
• Closing Escrow → Notify AM, TC, remove listing photos
• Vacancy Email → 2 days before scheduled
• Pending Ratings → Email to Outside Sales Manager

Integration Automations

🔗 Webhook Triggers

  • • AccountSyncWebhookTrigger
  • • ContactSyncWebhookTrigger
  • • LeadSyncWebhookTrigger
  • • OpportunitySyncWebhookTrigger

Syncs to external systems (PropertySalesAI/Audantic)

📱 Platform Events

  • • Lmr_EnrichEvent__e → Property enrichment
  • • Error_Event__e → Error logging
  • • Web_Lead_Notification__e → Web alerts
  • • Outlook_Calendar_Event__e → Calendar sync

📊 Rollup Triggers

  • • dlrs_AccountTrigger
  • • dlrs_TaskTrigger
  • • dlrs_Left_Main_ExpenseTrigger
  • • RollupSummariesTrigger
  • • PS_* triggers (Rollup Helper)

⚠️ Automation Complexity Note

This org has 43 active triggers and 183 active flows. Objects like Lead, Opportunity, and Account have multiple triggers that execute in non-deterministic order. Consider: