Automation Workflows

Follow-up that fires before you remember

12 prebuilt automation workflows for real estate wholesalers. Speed-to-lead, follow-up sequences, deal-stage triggers, and lead routing. Deploy in one click. No Zapier. No coding.

No credit card required · Workflows active in under 60 seconds

Watch it run

Trigger. Condition. Action. Done.

Every workflow follows the same three-step model: something happens (trigger), a rule is checked (condition), and a task or notification fires (action). The logic is simple and the impact is immediate.

New PPC lead created: urgent call task, due now
Foreclosure lead created: urgent task, due today
Lead marked dead: re-check task, due in 30 days
Offer sent: follow-up task, due in 2 days
Transaction funded: confirmation task, due same day
Automation Engine — Workflow BuilderDemo
Recipe 1 of 3
Trigger
New Lead
Condition
Score > 70
Action 1
Create Task
Action 2
Send SMS
Waiting for trigger…
12 prebuilt workflows

The playbooks that close more deals

Every pack solves a specific operational problem. Deploy the ones that match your workflow gaps today.

3 rules

Hot-Situation Alert Pack

Fires an urgent same-day task the moment a foreclosure, probate, or inherited lead enters your pipeline so no high-motivation seller slips through.

  • Foreclosure lead created → urgent task due today
  • Probate lead created → urgent task due today
  • Inherited lead created → urgent task due today
1 rule

PPC Lead Router Pack

Paid-ad leads go cold in minutes — this pack fires a 5-minute call task the instant a PPC lead lands so your ad spend converts.

  • PPC lead created → urgent task: Call within 5 minutes
1 rule

Funnel Abandon Follow-up Pack

Catches leads who started your funnel but left before finishing — creates a same-day task to call and complete their intake.

  • Lead created with a funnel_key set → task: call to complete details, due today
3 rules

Probate Care Sequence Pack

Three staggered follow-up tasks spread over one week for every new probate lead — keeps you present without being pushy.

  • Probate lead created → immediate call task (day 0)
  • Probate lead created → follow-up task at day 3
  • Probate lead created → check-in task at day 7
1 rule

Dead Lead Revival Pack

Schedules a 30-day re-check task every time a lead is marked dead — circumstances change, and past leads become deals.

  • Lead marked dead → low-priority task due 30 days: re-check lead
1 rule

Offer Follow-up Pack

The moment a lead reaches Offer status, a 2-day follow-up task is created so you never let an open offer go cold.

  • Lead status → Offer → follow-up task due in 2 days

Showing 6 of 12 prebuilt workflows. All available at launch.

Why it matters

Manual follow-up is the most expensive habit in wholesaling

Every deal you miss is usually not from lack of leads. It is from a follow-up that never fired, a call that came three hours late, or a task that fell off the list. Automations fix that permanently.

Speed-to-lead in under 2 minutes

PPC leads go cold fast. The PPC Lead Router workflow fires an urgent task the instant a paid-ad lead lands, so you're calling within minutes, not hours.

Smart routing by source and situation

Route foreclosure, probate, and inherited leads to urgent same-day tasks automatically. Standard leads go to the normal intake queue without manual sorting.

Deal-stage triggers at every milestone

Inspection, title, funded, closed: every stage fires the right task to the right person. Contract-to-close never drops a step again.

No-code, no Zapier account needed

Workflows run natively inside DispoStack. No third-party automation account, no API keys, no per-task billing. One-click deploy from the marketplace.

Time saved: The average DispoStack team automates 12 hours of weekly manual follow-up within their first week of using the Automation Engine. That is the equivalent of a part-time hire at zero additional cost.

Frequently asked questions

Still have questions? Contact us.

Founding-member pricing

Stop letting deals slip through manual gaps

Deploy 12 prebuilt automation workflows and let the engine handle follow-up, lead routing, and deal-stage tasks, so you can focus on closing.

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