Troubleshooting inG8 for iOS: Common Issues Solved

Advanced Workflows with inG8 for iOS: Boost Productivity

Overview

Advanced workflows in inG8 for iOS automate repetitive tasks, connect app features, and streamline common real-estate-related processes so you spend less time on admin and more on selling.

Key workflow types

• Lead capture → CRM: Auto-save new leads from forms or SMS to contacts with tags and source.
• Listing intake → Marketing: Create a listing record, generate photo checklist, draft social captions, and schedule posts.
• Showing coordination: Send calendar invites, create directions, and auto-follow-up messages after showings.
• Offer management: Compile offer documents, notify stakeholders, and track status changes with reminders.
• Client onboarding: Send welcome packet, assign tasks, and create milestone reminders.

Example 3-step workflow (set-and-forget)

1. Trigger: New lead via web form.
2. Actions: Create contact (map fields), add tag “New Web Lead”, assign to agent.
3. Follow-up: Send templated SMS immediately and schedule an email drip (Day 1, Day 3, Day 7).

Best practices

• Standardize fields: Use consistent contact/listing fields so automations map reliably.
• Use templates: Create message and document templates to save time and ensure consistency.
• Test with sample data: Run workflows on test leads before enabling live.
• Limit branching complexity: Keep workflows readable—use sub-workflows for complex logic.
• Audit regularly: Review performance and error logs monthly; update triggers as business needs change.

Useful integrations

• Calendar (Apple/Google) for scheduling
• SMS/email providers for outreach
• Cloud storage (iCloud/Dropbox) for document generation
• CRM tools for contact sync

Quick checklist to implement

• Define the desired outcome (e.g., faster lead response).
• Map input fields and required integrations.
• Build a simple workflow, test it, then iterate.
• Monitor and refine based on results.

If you want, I can draft a specific workflow for one of the key types above—tell me which and I’ll create the exact steps and templates.