Workflows
Visual, no-code builder
Lay out each automation as a clear, branching map of steps on a drag-and-drop canvas.
50+ event triggers
Fire automations the instant something happens across leasing, billing and maintenance.
Actions that do the work
Create tasks, notes and maintenance issues when a workflow reaches the relevant step.
Smart if/else branching
Build automations that think, routing each event down the right path with conditions.
Turn “when this happens, do that” into automations that run 24/7
Pick a trigger, add steps and conditions on a drag-and-drop canvas, hit publish — and Yorlet handles the rest, with a full audit trail.
Build powerful automations without a developer
If you can describe the rule, you can build it. Name your workflow, pick a trigger and add steps on a visual canvas.
Drag-and-drop canvas
Save as draft or publish when ready
Inline validation stops you shipping a broken automation
Chase failed payment
Trigger
Payment failed
Condition
If amount ≥ £1,000
Action
Create urgent task
All steps valid — ready to publish
Start from the moments that matter
Choose from supported events across 17 areas of the business, then connect actions and conditions in the workflow graph.
Event triggers across leasing, billing, tenancies and portfolio
API triggers with typed input parameters
Fires the instant an event happens
Choose a trigger
50+ eventsInvoice paid
Billing & payments
Application created
Leasing & leads
Tenancy activated
Tenancies & residents
Unit updated
Portfolio
API trigger
Typed inputs from your systems
Branch on conditions, personalise with live data
Add if/else conditions to route each event the right way, and pull live data into any step with simple {{ }} templates — no formulas or code required.
Rich operators and live expressions
Match all (AND) or any (OR)
Equals, greater than, contains…
Reference the triggering record
Relative time like {{ now + 1d }}
Alert manager
Log a note
Total transparency on every run
Every execution is logged as a run. See exactly what ran, when, and why — perfect for audits and peace of mind.
Run status: running, succeeded or failed
Step-by-step breakdown and the branch taken
Trigger payload, step output and error messages
Run #4812
Chase failed payment
Trigger: Payment failed
Invoice 7G7A · £1,250.00
Condition met
Amount ≥ £1,000 → Yes branch
Task created
Assigned to finance team
Automations for the way you run your portfolio
Recover failed payments
When an invoice payment fails, create an urgent task for finance to follow up with the resident.
Triage new applications
When an application is submitted, create a review task for leasing and attach a note to the application.
Chase signatures
When a contract is sent, create a follow-up task due in two days with {{ now + 2d }}.
Onboard new tenancies
When a tenancy activates, create onboarding tasks and log a welcome note on the resident’s record.
Test safely, publish with confidence, pause anytime
Draft, Active, Inactive
Test safely, then publish — and pause any automation with one click.
Safe by design
Schema-validated inputs and loop protection keep automations reliable.
Programmatic control
Permission-scoped (read/write) access via secure API keys.
Full audit trail
Every run is logged and auditable — edit or pause whenever you need.
Yorlet Workflows questions
- What is Yorlet Workflows?
- Yorlet Workflows is the no-code automation product built into Yorlet. Each workflow is a graph of a trigger, actions and optional conditions, with every execution recorded as a run.
- What actions can a workflow perform?
- The currently supported actions create a task, create a note or create a maintenance issue.
- Can a workflow branch?
- Yes. Conditions can route an event through different branches based on the data available to the workflow.
- How can I see what a workflow did?
- Every execution is recorded as a run, including its status and the steps that were processed.