Storedge connector
Automate Self-Storage Operations with Storedge Integrations
Connect Storedge to your CRM, marketing tools, and billing systems to cut manual data entry and keep your storage business running without constant supervision.
What can you do with the Storedge connector?
Storedge is a property management platform built for self-storage facilities, handling tenant management, unit availability, online rentals, and billing. Integrating Storedge with the rest of your tech stack lets you automate lead follow-ups, sync tenant data across systems, and trigger workflows the moment a unit is rented or vacated. With tray.ai, you can build automations that connect Storedge to your CRM, payment processors, communication tools, and reporting platforms — no code required.
Automate & integrate Storedge
Automating Storedge business process or integrating Storedge data is made easy with tray.ai
Use case
Automated Lead Nurturing from Inquiry to Move-In
When a prospect submits an inquiry through Storedge, their record gets enriched automatically, they're added to a CRM pipeline, and a personalized email or SMS sequence kicks off. High-intent leads get routed to sales staff for immediate follow-up based on unit type or location preference. No manual lead logging, and no more prospects going cold during peak rental periods.
Use case
Tenant Onboarding Workflow Automation
When a new tenant signs a rental agreement in Storedge, they get a welcome email, a support contact gets created in your helpdesk, and gate access credentials are provisioned automatically. Tenant data syncs across billing, communication, and access control platforms in real time — facility managers don't have to touch anything for a standard move-in.
Use case
Automated Delinquency and Collections Management
Monitor overdue accounts in Storedge and automatically trigger escalating communications based on days past due: a friendly reminder first, then a formal notice, then a lien warning. Delinquency status syncs to your accounting system, and tasks get created in your project management tool when manual intervention is needed. The collections process stays consistent across all facilities without anyone having to remember to send each message.
Use case
Unit Availability Sync Across Marketing Channels
When a unit is rented or vacated in Storedge, your website listings, Google Business Profile, and third-party sites like SpareFoot update automatically. Advertising a unit that's already occupied is a fast way to frustrate prospective tenants. Accurate availability across all channels brings in more qualified traffic and keeps ad spend from going to waste.
Use case
Move-Out and Vacancy Notification Workflows
When a tenant submits a move-out notice or vacates a unit in Storedge, an automated workflow notifies facility staff, schedules an inspection task, updates your maintenance system, and re-lists the unit for rental. A post-move-out survey goes out via email or SMS to collect feedback. The result is a tighter revenue cycle with less downtime between tenants.
Use case
Financial Reporting and Accounting Sync
Rental payments, refunds, and fee transactions sync from Storedge into your accounting platform automatically, so revenue reconciliation doesn't depend on manual exports. Storedge payment categories map to the correct chart of accounts in QuickBooks or NetSuite for clean, audit-ready financials. Weekly or monthly revenue summaries go straight to stakeholders via email or Slack.
Use case
Multi-Location Operations Dashboarding
Pull occupancy rates, revenue, delinquency, and move-in/move-out data from multiple Storedge facilities into a single business intelligence dashboard. tray.ai fetches Storedge data on a schedule and pushes it into Google Sheets, Tableau, or Looker for portfolio-wide reporting. Regional managers and owners see everything in one place without logging into each property separately.
Build Storedge Agents
Give agents secure and governed access to Storedge through Agent Builder and Agent Gateway for MCP.
Data Source
Look Up Tenant Details
Retrieve tenant details including contact info, lease status, and unit assignments. An agent can use this to personalize communications or check account standing before taking action.
Data Source
Fetch Unit Availability
Query current and upcoming storage unit availability across facilities, including unit sizes, features, and pricing. Agents can use this data to answer prospective tenant inquiries or trigger marketing workflows.
Data Source
Retrieve Rental Rate Information
Pull current rental rates, promotional pricing, and rate history for storage units. Agents can use this to provide accurate quotes or flag units where rates may need adjustment.
Data Source
Access Payment and Invoice Records
Fetch payment history, outstanding balances, and invoice details for tenants. An agent can use this to identify delinquent accounts, send reminders, or validate payment before processing requests.
Data Source
Monitor Reservation Status
Check the status of pending, active, or cancelled reservations across facilities. Agents can watch reservation pipelines and trigger follow-up actions for expiring or incomplete reservations.
Agent Tool
Create New Tenant Record
Create a new tenant profile in Storedge with contact details, unit preferences, and lease information. An agent can automate onboarding workflows triggered from web forms, CRM events, or inbound inquiries.
Agent Tool
Make a Reservation
Book a storage unit reservation on behalf of a prospective tenant. An agent handles the full reservation process based on availability and tenant preferences, no manual steps required.
Agent Tool
Update Tenant Information
Modify existing tenant records such as contact details, billing information, or communication preferences. Agents can keep records in sync when changes come in from connected systems like a CRM or payment platform.
Agent Tool
Process Payment
Trigger payment processing for outstanding balances or recurring lease charges. An agent can automate payment collection workflows, including retry logic for failed transactions.
Agent Tool
Send Tenant Notifications
Dispatch automated notifications to tenants about payments, lease renewals, or facility updates via Storedge. Agents can send timely, personalized messages based on account events.
Agent Tool
Apply Rate Adjustment
Update rental rates for specific units or tenant accounts within Storedge. An agent can apply promotional pricing, scheduled rate increases, or competitive adjustments based on predefined business rules.
Agent Tool
Move Out a Tenant
Process a tenant move-out by closing their lease, releasing their unit, and updating records accordingly. An agent can automate this as part of an offboarding workflow triggered by a tenant request or contract end date.
Data Source
Generate Occupancy Reports
Pull occupancy and vacancy data across one or more facilities to assess performance. Agents can surface utilization trends to support revenue management or day-to-day operational decisions.
Get started with our Storedge connector today
If you would like to get started with the tray.ai Storedge connector today then speak to one of our team.
Storedge Challenges
What challenges are there when working with Storedge and how will using Tray.ai help?
Challenge
Storedge Data Trapped in a Silo
Many storage operators run Storedge as a standalone system, manually exporting reports and re-entering tenant, payment, and occupancy data into their CRM, accounting, and marketing tools. The result is data lag, human errors, and hours of administrative overhead every week for facility managers and back-office staff.
How Tray.ai Can Help:
tray.ai connects directly to the Storedge API, so data syncs in real time or on a schedule to any system in your stack — no CSV exports, no copy-paste, no custom code. Build bi-directional integrations that keep every tool updated automatically.
Challenge
Inconsistent Tenant Communication Across Locations
Multi-location storage operators often can't enforce consistent communication workflows — delinquency notices, move-in confirmations, move-out surveys — across properties run by different staff. When it falls to individuals to send communications manually, touchpoints get missed and compliance risks start adding up.
How Tray.ai Can Help:
tray.ai lets you build centralized, standardized communication workflows triggered by Storedge events, so every tenant gets the right message at the right time regardless of which facility they rent at or which manager is on duty.
Challenge
Delayed Lead Response from Inquiry to Contact
When leads come through Storedge's inquiry forms, they often sit in the platform until a manager logs in to review them. In a competitive self-storage market, slow follow-up means lost rentals to nearby facilities that respond faster.
How Tray.ai Can Help:
tray.ai monitors Storedge for new inquiries in real time and instantly routes leads to your CRM, triggers automated email or SMS follow-ups, and notifies sales staff — cutting response time from hours to seconds and improving conversion rates.
Challenge
Complex Multi-Step Move-Out Processes Done Manually
A tenant move-out sets off a chain of tasks: inspection scheduling, unit re-listing, accounting updates, satisfaction surveys. Without automation, each step depends on individual managers remembering to do it — which means dropped tasks and longer vacancy periods.
How Tray.ai Can Help:
tray.ai orchestrates the entire move-out workflow from a single Storedge trigger, automatically assigning inspection tasks, updating availability listings, syncing accounting records, and sending satisfaction surveys — all without manual intervention.
Challenge
No Real-Time Financial Visibility Across the Portfolio
Finance teams and ownership groups at multi-location operators often can't see collected payments, outstanding balances, or revenue trends in real time because Storedge data has to be manually pulled and consolidated from each property.
How Tray.ai Can Help:
tray.ai automates scheduled data pulls from Storedge across all facilities, aggregates the results into your accounting platform or BI tool, and delivers automated reports to stakeholders — so leadership always has a current picture of where the portfolio stands financially.
Talk to our team to learn how to connect Storedge with your stack
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Integrate Storedge With Your Stack
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Start using our pre-built Storedge templates today
Start from scratch or use one of our pre-built Storedge templates to quickly solve your most common use cases.
Template
New Storedge Inquiry to HubSpot CRM Lead
Automatically creates a new contact and deal in HubSpot whenever a prospect submits an inquiry in Storedge, and enrolls them in a lead nurture sequence.
Steps:
- Trigger: New inquiry received in Storedge via webhook or polling
- Create or update contact record in HubSpot with inquiry details and unit preferences
- Enroll contact in HubSpot email sequence or send initial follow-up via SendGrid
Connectors Used: Storedge, HubSpot, SendGrid
Template
Storedge Payment Sync to QuickBooks Online
Automatically records rental payments and fees collected in Storedge as transactions in QuickBooks Online, mapped to the correct income accounts.
Steps:
- Trigger: Payment recorded or updated in Storedge
- Map Storedge payment type to QuickBooks income account and create a sales receipt or invoice payment
- Post a daily payment summary notification to a finance Slack channel
Connectors Used: Storedge, QuickBooks, Slack
Template
Overdue Tenant Escalation and Collections Workflow
Monitors Storedge tenant accounts daily for overdue balances and sends escalating reminder communications based on days past due.
Steps:
- Scheduled trigger: Query Storedge for all accounts with overdue balances
- Branch logic: Send SMS via Twilio for 5-day overdue, email lien notice via SendGrid for 15-day overdue
- Create an Asana task for facility manager when account reaches 30 days past due
Connectors Used: Storedge, Twilio, SendGrid, Asana
Template
Move-Out to Unit Re-Listing and Inspection Workflow
Triggers a multi-step operational workflow when a tenant vacates a unit in Storedge, including staff notification, inspection scheduling, and listing update.
Steps:
- Trigger: Move-out confirmed or unit status set to vacant in Storedge
- Create a Google Calendar inspection event for the facility manager and post alert to Slack
- Send a Typeform post-move-out survey to the former tenant via email
Connectors Used: Storedge, Google Calendar, Slack, Typeform
Template
Storedge Occupancy Report to Google Sheets Dashboard
Pulls occupancy, revenue, and delinquency metrics from Storedge on a scheduled basis and appends them to a Google Sheets dashboard for multi-location reporting.
Steps:
- Scheduled trigger: Run nightly or weekly data pull from Storedge API for each facility
- Append occupancy rate, collected revenue, and delinquency count to Google Sheets by location
- Send a formatted summary email via Gmail to regional managers with the latest metrics
Connectors Used: Storedge, Google Sheets, Gmail
Template
New Tenant Onboarding Automation
When a rental agreement is signed in Storedge, automatically sends a welcome message, creates a helpdesk contact, and notifies the facility team.
Steps:
- Trigger: New lease or rental agreement created in Storedge
- Create a new contact in Zendesk and send a welcome SMS via Twilio with facility access instructions
- Post a new move-in notification to the facility's Slack channel for team awareness
Connectors Used: Storedge, Zendesk, Twilio, Slack