The flow
Starts it 2Logic 13Service 16
The steps in the order they run, from what starts it.
- 1Execute Workflow TriggerExecute Workflow triggerStarts it
- 2Weekly KPI Report (Mon 8am)Schedule triggerStarts it
- 3Advanced Offer CalculatorCodeLogic
- 4Prepare Skip Trace QueriesCodeLogic
- 5Build Comp CriteriaCodeLogic
- 6Get Investor RegistryGoogle SheetsService
- 7Read All CRM LeadsGoogle SheetsService
- 8Generate Investor Pack HTMLCodeLogic
- 9Land Registry Title SearchHttp RequestService
- 10Companies House (corporate owners)Http RequestService
- 11Skip Trace API (3rd Party)Http RequestService
- 12Geocode Postcode (OS API)Http RequestService
- 13Geocode Fallback (postcodes.io)Http RequestService
- 14Match Deal to InvestorsCodeLogic
- 15Calculate KPIsCodeLogic
- 16Convert to PDFHttp RequestService
- 17Enrich Owner DataCodeLogic
- 18Land Registry Sold PricesHttp RequestService
- 19Active Listings Comps (Zoopla)Http RequestService
- 20Build Alert EmailCodeLogic
- 21Log KPIs to Dashboard SheetGoogle SheetsService
- 22Update CRM Deal ScoresGoogle SheetsService
- 23Update CRM with Owner DataGoogle SheetsService
- 24Calculate Valuation & OffersCodeLogic
- 25Send Email AlertEmail SendService
- 26Send Telegram AlertTelegramService
- 27→ Trigger Investor AlertsExecute WorkflowLogic
- 28→ Generate Offer PackExecute WorkflowLogic
- 29Update CRM with ValuationGoogle SheetsService
- 30Filter: Grade A or B DealsFilterLogic
- 31→ Trigger Skip TraceExecute WorkflowLogic