Workflow Builder for the Property Management Industry

Property management software has to handle rent reminders, lease renewals, maintenance requests, inspections, and tenant onboarding. Too often, this work is managed manually or through generic tools that do not match the needs of real estate.

Embed Workflow lets you embed a white-labeled, no-code automation builder directly inside your product, so property managers can create and run their own workflows. Plus, you keep control over templates and permissions.

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The Embeddable Workflow Builder

Give property managers a no-code workflow builder inside your platform, fully branded as your own.

Customer-Facing Workflow Builder

With Embed Workflow, you can place a no-code workflow builder directly inside your property management software, giving property managers and agency staff the ability to design and run their own automations without ever leaving your app.

The entire experience is fully white-labeled, so everything looks and feels like a native part of your platform.

No-code workflow builder embedded directly in your software
Property managers and staff create their own automations inside your app
100% white-labeled experience with your branding only

Real Estate–Specific Triggers and Actions

Embed Workflow lets you put real estate-specific triggers and actions directly into your platform, so property managers can build automations that match how their work actually happens.

Think overdue rent reminders that escalate after a few days, lease renewals that trigger tenant notifications 60 days in advance, or maintenance requests that auto-route to the right contractor and update the tenant at the same time.

Real estate-specific triggers: rent overdue, lease renewal, inspections, maintenance, new applications
Automated actions: reminders, work orders, escalations, record updates, accounting syncs
Predefined steps available directly to end users inside your platform

Templates for Common Agency Workflows

Agencies don’t have to build every workflow from scratch. With Embed Workflow, you can provide pre-built templates for the most common property management processes and let teams adapt them as needed.

Managers can clone, edit, and version workflows while you control which templates are shared across the organization and which remain private.

Create pre-built templates for rent reminders, lease expirations, maintenance, and onboarding
Agencies can clone, edit, and version workflows to match their needs
Full control over which templates are shared or kept private

Role-Based Access and Permissions

Agencies need flexibility for staff while keeping core processes consistent. Embed Workflow gives you role-based access so only senior managers can edit global templates, while other team members can run and personalize workflows without disrupting standards. Every change is recorded with audit logs so you always know who updated what and when.

Role-based access to restrict who can edit global templates
Staff can run and personalize workflows without breaking standards
Audit logs track every change for full accountability

How It Works

Set up our white-label workflow software in only a few minutes.

1. Seamless integration

It runs in your UI, under your brand, on your site. Users stay inside your app instead of jumping to external tools.

2. Embed our app with one line of code

Add our workflow builder to your application with a single line of code.

3. Set the available options

Define the actions and triggers your users can access in their workflow automations.

4. Let your users automate!

Your users can create workflows directly in your application by connecting pre-configured actions.

5. Monitor performance

Track workflow executions, performance metrics, and error logs across all users.

Questions? We’re here to help.

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FAQs

Can property managers really create their own workflows without coding?

Yes. The embedded builder is fully no-code, so property managers and staff can design automations through a simple visual interface without any technical skills.

How does the workflow builder stay branded to our platform?

The builder is completely white-labeled. Your logos, fonts, and colors are used throughout, so users see it as part of your product, not a third-party tool.

What kinds of property management triggers are supported?

You can define triggers specific to property management, such as rent overdue, lease renewal, inspections scheduled, maintenance requests reopened, or new tenant applications received.

What kinds of property management actions can be automated?

Typical actions include sending reminders via SMS or email, generating work orders, escalating issues to managers, updating tenant records, and syncing data to accounting systems.

Can agencies start with ready-made workflows?

Yes. You can offer pre-built templates for common tasks like rent reminders, lease expirations, tenant onboarding, and maintenance follow-up. Agencies can clone and customize these as needed.

How do we prevent staff from changing global workflows?

Role-based permissions let you control access. For example, only senior managers can edit global templates, while other staff can run and personalize workflows within defined boundaries.

**Your users can build exactly what they want.**

From CRMs to marketplaces to internal tools, Embed Workflow adapts to your frontend and disappears into your brand. The editor fits your UI, your logic, and your users’ expectations.