Workflows send emails, SMS messages, letters and documents automatically when things happen in Rezi: a viewing is booked, an offer is recorded, a valuation is coming up. This article explains what workflows can do, how to set one up, and how the Rezi Post pack that supplies the message content fits in.
| Field | Value |
|---|---|
| Apps | Rezi Admin Workflows (settings.dezrez.com/workflows), Rezi Post (rezipost.dezrez.com) |
| Audience | Agency admin users |
| Last updated | 9 July 2026 |
A workflow automation is a rule set up in Admin (open Admin from the agency selector, then choose Workflows, labelled "Communication Workflow & Automation"). Each rule says: when this event happens, for this branch and this brand, send this correspondence. The correspondence itself is a Dezrez Post Pack, built separately in Rezi Post; the workflow just decides when it goes out and the pack decides what is sent and to whom. One automation applies to one branch and brand, so create one per branch/brand combination that needs it.
| Trigger | Workflow Names |
|---|---|
| Viewing | Viewing Confirmation · Viewing Reminder · Viewing Cancellation · Viewing Reschedule |
| Offer | Offer Confirmation · Offer Accepted · Offer Withdrawn · Offer Rejected |
| Valuation | Valuation Confirmation · Valuation Cancellation · Valuation Reminder · Valuation Reschedule |
| Property Status | Valued · Instruction To Sell · Instruction To Let · Sales Property Completed · Sales Property Exchanged · Lettings Property Let |
| Tenancy | Tenancy Agreement Changed |
| Routine Inspection | Routine Inspection Confirmation · Reminder · Cancellation · Reschedule |
| Followup Inspection | Follow Up Inspection Confirmation · Reminder · Cancellation · Reschedule |
| Check Out | Check Out Confirmation · Reminder · Cancellation · Reschedule |
| Certificates | Certificate Expiring Notification |
| Invoice | Invoice Overdue |
| Person | Person Created |
Rezi can automatically send reminder messages (SMS, email or both, depending on the pack's templates) ahead of these appointment types: Viewing Reminder · Valuation Reminder · Routine Inspection Reminder · Follow Up Inspection Reminder · Check Out Reminder. Each reminder workflow has a Send Hours in Advance setting controlling how long before the appointment the message goes out (for example 2 hours before). Reminders work no matter how far ahead the appointment was booked; the message is sent at the configured time before it starts. The recipient (vendor, landlord, applicant, tenant) is controlled by the envelopes in the post pack attached to the workflow.
Yes, this is possible. It works exactly like the viewing reminder SMS, but uses the Valuation trigger. To text the vendor 2 hours before their valuation:
Same pattern with the Viewing trigger: Add Workflow Automation, Trigger = Viewing, Workflow Name = Viewing Reminder, choose a pack with an SMS template in an envelope targeting Applicant Role, and set Send Hours in Advance to how long before the viewing the text should arrive.
In Admin Workflows, click Add Workflow Automation. Standard Settings:
| Field | Notes |
|---|---|
| Trigger | The event type (see the trigger table above). |
| Workflow Name | The specific event within the trigger. |
| Dezrez Post Pack | The correspondence to send. Only live packs from matching categories with a Workflow Index set (and containing templates) appear here. |
| Branch | Which branch this automation applies to. |
| Brand | The brand whose headers, footers and styling the correspondence uses. |
| Active | Enable or disable the automation. |
Click Save. The automation appears in the Workflows list with its Status (ENABLED/DISABLED); use the pencil icon to edit, or the bulk Disable/Enable option.
These change depending on the Trigger and Workflow Name selected:
The Communication Logs tab in Admin Workflows shows what the workflows have sent. Individual sends also appear on the contact's Activities timeline in Rezi (Email Sent, Sms Sent, bounce events), and generated documents are stored under the contact's Documents tab.
The pack is the content side, managed in Rezi Post (rezipost.dezrez.com, or the Dezrez Post icon in Rezi's top bar). A pack is a group of envelopes, one per recipient; each envelope contains templates, the actual messages. For a pack to be selectable in a workflow it must: sit in a category matching the trigger (e.g. Confirmation Of Valuation packs appear for Valuation workflows), be Live, have a Workflow Index set (a slot number 1 to 40, set in the pack's Properties; a cog icon shows when linked), and contain at least one envelope with a template.
If the new pack doesn't appear in a list straight away, refresh the page rather than clicking Create again, otherwise you can end up with duplicates.
A pack can mix channels; icons on the pack card show what it contains (@ email, phone SMS, document letters/PDFs, S Signable).
| Type | Notes |
|---|---|
| HTML templates, branded via the agency's email CSS (Brand tab in Rezi Post). | |
| SMS | Short text messages, e.g. appointment reminders. |
| Letter / PDF | Word templates merged with property and contact data; also stored on the contact's Documents tab. |
| Signable (e-signature) | Documents sent for digital signature. |
Workflow automation = an Admin rule that sends correspondence when a trigger event occurs · Trigger = the event type (Viewing, Offer, Valuation, etc.) · Post pack = the group of envelopes a workflow sends · Envelope = the container for one recipient's correspondence · Template = an individual email, SMS, letter or Signable document · Workflow Index = the slot number (1 to 40) linking a pack to a workflow · Brand = the trading identity whose styling is applied.