Feature Suggestion: Workflow Automation Between Tracks
Hi REX Product Team,
Firstly, I wanted to say that Tracks are one of the most useful features in REX. We've invested a lot of time building workflows around them, and they've become an important part of how we manage listings and client communication.
One enhancement that I believe would significantly increase their value would be the ability to automatically trigger Tracks based on property or contract milestones.
For example:
When a property status changes to Under Contract → Automatically apply the "Under Contract" Track.
When a contract becomes Unconditional → Automatically apply the "Unconditional" Track.
When a property status changes to Sold/Settled → Automatically apply the "Settlement" Track.
30 days after settlement → Automatically apply a "Google Review" or "Past Client" Track.
12 months after settlement → Automatically apply an "Annual Property Review" Track.
At present, each Track has to be manually applied, which works well but relies on someone remembering to trigger the next stage. Allowing Tracks to be triggered by events or by the completion of another Track would effectively turn Tracks into a true workflow engine.
I imagine the functionality could be as simple as adding an optional Automation section to each Track with conditions such as:
Trigger when:
Property status changes
Contract status changes
Listing is published
Settlement occurs
X days after Track applied
Another Track is completed
Then:
Apply another Track
Assign to a staff member
Create a task
Send an email or SMS
For agencies, this would improve consistency, reduce missed tasks, simplify staff onboarding, and help ensure every client receives the same experience regardless of the agent managing the file.
I believe this would be one of the most impactful enhancements that could be made to the Tracks feature.
Thanks for considering the idea.
Julian Price
shared this idea