Need help to develop our EspoCRM to become more effcient

[Soutee]

Dear EspoCRM Developers,

We are looking for your technical guidance to implement a solution for the following use case in our EspoCRM setup: Use Case:

1. We have a RealEstateProperty entity in EspoCRM, where each property is uniquely identified by PropertyReferenceNumber.
2. When a Lead is created and contains a valid PropertyReferenceNumber, we want to automatically generate a RealEstateRequest for that property.
3. Once the request is created, an email notification should be sent to the sales representative assigned to the lead.
4. Additionally, we need an automated notification to be sent to the sales representative whenever a matching request is found based on:
   • Bedrooms count
   • Bathrooms count
   • Price range
   • Other relevant property criteria

Guidance Required:

• How can we implement this logic using EspoCRM BPM (Business Process Management) or any available automation tools within EspoCRM?
• Would we need to develop a custom script for this, or can it be achieved using workflows & formula scripting?
• How can we efficiently trigger notifications to the assigned sales representatives via email?
• Is there any best practice recommendation for handling property matching logic efficiently?

We appreciate any documentation, examples, or step-by-step guidance you can provide to help us achieve this automation.

[rabii]

are you using official real estate extension? i think you can achieve this easily using bpmn.