Tasks based on Triggers

Will we be able to use triggers to create tasks in the future?

Hi Renee,

Could I ask you to give us a little more detail on how you foresee this working for you?

I'm having a little trouble envisioning a use case for this. Maybe something like if you have a trigger for no Rental Agreement signed that has to fire, Rezzy creates a task for you to follow up with that user?

Let me know, please!

Actually it's probably a bit more complex than what you would provide but I've been thinking of a work around.

I have "2" properties, one is our rental home, the other is our rental car. I would love when someone books the house, to create a task to follow up x days before arrival to confirm they have a car rental. I do this manually now but to have an actual task especially when it's busy would be great.

Ideally I'd love to say something to the effect of: If the house is reserved but the car is not for the same timeframe, create a task. b/c sometimes ppl will go ahead and book the car with the house. But having a reminder task to confirm works for me.

I also ask for people's travel information x days before arrival, especially if they're renting the car b/c we need to know where to leave the car for incoming guests. I need that info b/f the automated email to my staff is sent and sometimes I don't get it so they get an empty email. Having a task for their travel info when their booking is created would be great.

Those are 2 examples I can think of that would be super helpful.

Thanks for your consideration!

Yes, this would be great!   I want a Booking to come in and it creates a TASK that a human would follow up with like "Reach out and thank guest verbally for staying with us and find out if they need anything special".  Tracking that in TASK would be great.

My use case for this would be:

• Creating a task for me to program lock codes when I receive a specific type of booking. My lock programming is currently automated via Airbnb right now, but I just listed on VRBO and my direct booking website too. When bookings come in via VRBO for example, I have to remember to manually program the guest's door code. I know there is an add-on that automates lock programming, but I don't get VRBO bookings that often, and I don't have a ton of listings yet where it makes sense to pay for this automation just yet. Having the ability to create a task based on that trigger would be great for me.
• Creating a task for me to adjust the thermostat when a guest checks out, when I have maintenance scheduled, etc. I know (again) there is software to manage thermostat adjustments when guests check out, but this is another software add-on I'm not ready for due to my small size.

I just discovered that I can create rules to apply tags automatically--it would be awesome to have the same feature where I can create rules to generate tasks.