Rialto and ...

When a deal closes, you will either move it into the Signed LOI" stage, or update the status to "executed" on Rialto.

Both triggers are available on Zapier.

These are the triggers and actions we suggest you to make:

1. Trigger from Rialto
   1. Deal stage update on Rialto
   2. Deal status update on Rialto
2. Filter on 
   1. stage exactly matches = "signed_loi"
   2. status exactly matches = "executed"
3. Find Tenant Contact
   1. Select Deal Id from the Look up Property dropdown
   2. Set the Value =ID from the Status/Stage update trigger
4. Create member on Operating System, ex. for OfficeRnD:
   • Select Account/Location
     • Optional would be to:
       • have a "Find Location" step in between to help you match Asset name from Rialto with Location name on Officernd.
       • select a custom value on the create member template, by linking this to the location value generated in the find location step 
     • Add customer details from the "find tenant contact" step
       • Company Name
       • Company Address
       • Contact Person Name
       • Contact Person Email
       • Contact Person Phone