Secure Owner Banking: Bank Account Change Notifications Track Product Updates
Secure Owner Banking: Bank Account Change Notifications
Property Managers can now create automated notifications when an owner or contact adds or removes a bank account, helping protect against unauthorized changes and keeping your team informed in real time.
What's New
Bank Account Triggers
Two new trigger events — Bank Account Added and Bank Account Removed — are now available under the Contact and Company objects in Triggers & Automations, supporting both email and SMS actions.
Fully Customizable Messaging
Use your own branding and language to craft the notification. For example: “Your bank account for [company name] has successfully been updated with Sunshine Rentals. If this was not you or knowingly done on your behalf, reach out to one of our owner services members right away at [phone_number].”
New Automation Object — Company
Triggers & Automations now supports Company as an object in addition to Contact, opening up new ways to automate notices around changes in contact info, tax info, or payment method.
Watch this video to get a walk through of the new tools.
