Property Matrix

Property Matrix provides a GraphQL API that your software developers can use to integrate Property Matrix data with other applications. The API uses OAuth2 authentication.

API Integration

Setting up CAM (common area maintenance) charge structures.

CAM Charge Structures

Setting up Ricoh ScanSnap Integration

Custom Domains

Switching Between TransUnion Shareable and Resident Screening

Adding/Editing User Roles

Learn how to easily add, edit, or remove user access in your Property Matrix account.

How to Add or Edit Users

Learn how to create, edit, and manage email templates, including adding attachments, reports, and custom fields for efficient emailing.

Creating an Email Template

Learn how to create and manage late fee structures, including setting rules and applying them to leases.

Adding and Editing Late Fees

Learn how to manage maintenance profiles to define default behaviors for handling maintenance requests, including email and print templates.

Adding, Editing, and Deleting Maintenance Profiles

Manage lease profile defaults, create new profiles, and control tenant options and billing settings.

Adding, Editing, and Deleting Lease Profiles

How to add or modify management fees charged to property owners within your account.

Adding and Editing Management Fees

The Management Profile defines default settings for fees, invoices, and bills associated with a building

Adding, Editing and Deleting Management Profiles

Property Matrix allows you to customize and manage different property types according to your needs

Adding and Editing Property Types

Adding, Editing and Deleting Custom Fields

Learn to create documents with a text editor or by uploading PDFs. Add custom data fields, signatures, and more.

How to Create and Upload Documents (Forms)

How to use the Send Email Notification Automatic Action, and how to use email templates for more customization

Using the "Send Email Notification" Automatic Action

Use datafields in Property Matrix forms & templates to auto-fill personalized info when sending documents to multiple recipients.

Using Data Fields

Automatic Action Supported Triggers/Conditions/Events

Josh Landzberg

Conor Taliancich

Dylan Telson

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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