Sales Pipeline: Sending to Rocketlane or Properties Board

Table of Contents

Sending to Rocketlane or Properties Board See Also

Sending to Rocketlane or Properties Board

SENDING TO ROCKETLANE OR PROPERTIES BOARD: The process varies for single stores or groups:
1. For single stores OR the 1st rooftop in a Group signup: set the status to Rocketlane
  1. When status is set to Rocketlane, this triggers a Zapier integration to:
    1. ✴️ Create the Rocketlane account and project and fills in the project id column on the Sale Pipeline board with the Rocketlane Project ID
      1. 🚨 When project id is filled in, if status=Rocketlane, Monday automations will:
        Set the Status to Send to Properties Board.
2. For subsequent stores in a Group signup: set the status to Send to Properties Board.
  1. See automations below based on the subscription.

At this point, the automations differ based on the Subscription:

🚨 When Status is set to Rocketlane, if Subscription is MTSA Pro or MTSA Pro+, a SuperMail automation will send a welcome email addressed to the Primary Contact, with CCs to Onboarding Contact and Signer Contact (if they are different).
When Status is set to Send to Properties board,
1. 🚨 A Monday Workflow will search for an existing Client and if one does not exist, created it. The client will be linked in the DON'T MODIFY - Clarivoy Clients (Auto Group/Company) column. For the full process, see Creating New Clients Board Items: Automatic Creation.
2. 🚨 A Monday Workflow will create an item on the Clarivoy Properties board then set the status to Won.
3. 🚨 CS Specialist receives a notification when a new item is created on the Clarivoy Properties (Rooftops) board

When Status is set to Send to Properties board
1. 🚨 A Monday Workflow will search for an existing Client and if one does not exist, created it. The client will be linked in the DON'T MODIFY - Clarivoy Clients (Auto Group/Company) column. For the full process, see Creating New Clients Board Items: Automatic Creation.
2. 🚨 A Monday Workflow will create an item on the MTSA Source Reports Properties board then set the status to Won.
🚦 When Status is set to Won, if Third Party Data Sharing Approval=Yes, Make.com scenario will create a linked item on the Third Party Data Sharing board with the appropriate approvals filled in based on the sources selected.
1. If there is an issue creating the TPDS board item (such as blank Property ID or no sources), Make will email cusotmersuccess and datateam.

Set the Status to Send to Properties Board.
🚨 When Status is set to Send to Properties Board, if TV Rate or CDP Rate are filled in:
1. 🚨 A Monday Workflow will search for an existing Client and if one does not exist, created it. The client will be linked in the DON'T MODIFY - Clarivoy Clients (Auto Group/Company) column. For the full process, see Creating New Clients Board Items: Automatic Creation.
2. 🚨 Monday automations will create an item on the Clarivoy Properties board then set the status to Won.
  1. 🚨 CS Specialist receives a notification when a new item is created on the Clarivoy Properties (Rooftops) board