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How to integrate the web form into your tenancy onboarding

This is linked to understanding automation

This article looks at how to use Webform scenario 2 in your tenancy on-boarding. It is very important at this point to have an understanding of the applicant webform


How to use the webform to update the tenant’s record on your new prospective tenancy

When converting your applicant record into a tenant record on a tenancy you can use the system trigger  “tenancy status set to prospective”



The action created as a result of this trigger is to send an email to the tenant that includes a link to the webform (Scenario 2)


Step 1

Go to settings>automated events>tenancies>tenancy set to prospective>add action.

This article is linked to understanding triggers and actions




Step 2

This email will be generated when adding a prospective tenancy. Page 4 of the add tenancy screen will show the email to be sent


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