BrokerEngine Integrations

Name: Zapier
Availability: InStock

Put BrokerEngine to work with AI and enterprise-grade automation

Automate smarter with BrokerEngine and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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Full audit trails and controls
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Easy visual workflow builder
8,000+ apps, 450+ AI tools
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monday.com

Project Management

ActiveCampaign

Marketing Automation

Microsoft Office 365

Email, Microsoft

Keap

CRM (Customer Relationship Management)

Microsoft Outlook

Calendar, Email, Microsoft

Gravity Forms

Forms & Surveys, WordPress

Mailchimp

Marketing Automation

Slack

Team Chat

Docusign

Signatures

monday.com

Project Management

ActiveCampaign

Marketing Automation

Microsoft Office 365

Email, Microsoft

Keap

CRM (Customer Relationship Management)

Microsoft Outlook

Calendar, Email, Microsoft

Gravity Forms

Forms & Surveys, WordPress

monday.com

Project Management

ActiveCampaign

Marketing Automation

Microsoft Office 365

Email, Microsoft

Keap

CRM (Customer Relationship Management)

Microsoft Outlook

Calendar, Email, Microsoft

Gravity Forms

Forms & Surveys, WordPress

Mailchimp

Marketing Automation

Slack

Team Chat

Docusign

Signatures

Top companies trust Zapier to automate work and free up time

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Launch your first automated workflow

Add new BrokerEngine contacts to Microsoft Office 365
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BrokerEngine + Microsoft Office 365
Add new BrokerEngine contacts to Google Contacts
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BrokerEngine + Google Contacts
Create Microsoft To Do tasks from new BrokerEngine tasks
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BrokerEngine + Microsoft To Do
Add new BrokerEngine leads to Google Sheets rows
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BrokerEngine + Google Sheets
Send cards with Cardly when new contacts are tagged in BrokerEngine
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BrokerEngine + Cardly
Create DocuSign signature requests for new BrokerEngine stage changes
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BrokerEngine + Docusign

Add new BrokerEngine contacts to Microsoft Office 365

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BrokerEngine + Microsoft Office 365

Add new BrokerEngine contacts to Google Contacts

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BrokerEngine + Google Contacts

Create Microsoft To Do tasks from new BrokerEngine tasks

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BrokerEngine + Microsoft To Do

Add new BrokerEngine leads to Google Sheets rows

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BrokerEngine + Google Sheets

Send cards with Cardly when new contacts are tagged in BrokerEngine

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BrokerEngine + Cardly

Create DocuSign signature requests for new BrokerEngine stage changes

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BrokerEngine + Docusign

Add or update subscribers in Mailchimp when new cards are added in BrokerEngine

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BrokerEngine + Mailchimp

Add BrokerEngine cards from new Gravity Forms submissions

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Gravity Forms + BrokerEngine

Add new Facebook Lead Ads contacts to BrokerEngine cards

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Facebook Lead Ads + BrokerEngine

Add new Calendly invitees to cards in BrokerEngine

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Calendly + BrokerEngine

Send ClickSend SMS texts by tagging BrokerEngine contacts

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BrokerEngine + ClickSend SMS

Send welcome cards with Cardly for new BrokerEngine contacts

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BrokerEngine + Cardly

Add or update subscribers in Mailchimp when new cards are added in BrokerEngine
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BrokerEngine + Mailchimp
Add BrokerEngine cards from new Gravity Forms submissions
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Gravity Forms + BrokerEngine
Add new Facebook Lead Ads contacts to BrokerEngine cards
Premium
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Facebook Lead Ads + BrokerEngine
Add new Calendly invitees to cards in BrokerEngine
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Calendly + BrokerEngine
Send ClickSend SMS texts by tagging BrokerEngine contacts
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BrokerEngine + ClickSend SMS
Send welcome cards with Cardly for new BrokerEngine contacts
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BrokerEngine + Cardly

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Date Field
Trigger
Instant
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New Card on Board
Triggers when a new card on a specific board or regardless of board is created.
Trigger
Instant
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New Deal Created
Triggers when a new deal is created.
Trigger
Instant
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New Lead Created
Triggers when a new lead is created.
Trigger
Instant
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New Task Created
Triggers when a new task is created for a loan or a contact.
Trigger
Instant
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- Subscribed Tags
Trigger
Instant
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- Card Name
  Required
- Broker
  Required
- Board
  Required
- Stage
  Required
- Assigned Team
- Brand
  Required
- Loan Purpose
- Lender
  Required
- Base Loan Amount
- Card Tags
- Note
- Custom Text 1
- Custom Text 2
- Custom Text 3
- Custom Text 4
- Custom Text 5
- First Name
  Required
- Last Name
  Required
- Preferred Name
- Email
  Required
- Birthday
- Mobile Phone Number
- Home Phone Number
- Office Phone Number
- Fax Phone Number
- Street Address 1
- Street Address 2
- City / Town / Suburb
- Postcode
- State / Region
- Country
- Same as Home Address
- Street Address 1
- Street Address 2
- City / Town / Suburb
- Postcode
- State / Region
- Country
- Primary Applicant's Tags
- Primary Applicant's Lead Source
- First Name
- Last Name
- Email
- Custom Text 1
- Custom Text 2
- Custom Text 3
- Custom Text 4
- Custom Text 5
- First Name
- Last Name
- Preferred Name
- Email
- Birthday
- Mobile Phone Number
- Home Phone Number
- Office Phone Number
- Fax Phone Number
- Street Address 1
- Street Address 2
- City / Town / Suburb
- Postcode
- State / Region
- Country
- Same As Home Address
- Street Address 1
- Street Address 2
- City / Town / Suburb
- Postcode
- State / Region
- Country
- Coapplicant's Tags
- Coapplicant's Lead Source
- First Name
- Last Name
- Email
- Custom Text 1
- Custom Text 2
- Custom Text 3
- Custom Text 4
- Custom Text 5
- Team Roles (Role Name - Assignee Email)
Action
Write

Financevault Document Request Done
Triggers when client clicks "Done" in a FinanceVault document request.
Trigger
Instant
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New Contact Created
Triggers when a new contact is created.
Trigger
Instant
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New Financevault Document Request
Triggers when a new FinanceVault document request is created. This Zap will only be triggered when the Financevault request is created for the very first time. Subsequent updates to the same Financevault portal will not trigger the Zap.
Trigger
Instant
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- Subscribed Tags
Trigger
Instant
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- From Stage
- To Stage
Trigger
Instant
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Contact Updated
Triggers when a contact is updated.
Trigger
Instant
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- Referrer Email
Action
Search

BrokerEngine Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About BrokerEngine

BrokerEngine is the first and only mortgage broker software guaranteed to grow your revenue while working fewer hours, with push-button automation and workflows that free you up to focus on your highest-value activities.

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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

BrokerEngine Integrations

Put BrokerEngine to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Add new BrokerEngine contacts to Microsoft Office 365

Add new BrokerEngine contacts to Google Contacts

Create Microsoft To Do tasks from new BrokerEngine tasks

Add new BrokerEngine leads to Google Sheets rows

Send cards with Cardly when new contacts are tagged in BrokerEngine

Create DocuSign signature requests for new BrokerEngine stage changes

Add new BrokerEngine contacts to Microsoft Office 365

Add new BrokerEngine contacts to Google Contacts

Create Microsoft To Do tasks from new BrokerEngine tasks

Add new BrokerEngine leads to Google Sheets rows

Send cards with Cardly when new contacts are tagged in BrokerEngine

Create DocuSign signature requests for new BrokerEngine stage changes

Add or update subscribers in Mailchimp when new cards are added in BrokerEngine

Add BrokerEngine cards from new Gravity Forms submissions

Add new Facebook Lead Ads contacts to BrokerEngine cards

Add new Calendly invitees to cards in BrokerEngine

Send ClickSend SMS texts by tagging BrokerEngine contacts

Send welcome cards with Cardly for new BrokerEngine contacts

Add or update subscribers in Mailchimp when new cards are added in BrokerEngine

Add BrokerEngine cards from new Gravity Forms submissions

Add new Facebook Lead Ads contacts to BrokerEngine cards

Add new Calendly invitees to cards in BrokerEngine

Send ClickSend SMS texts by tagging BrokerEngine contacts

Send welcome cards with Cardly for new BrokerEngine contacts

Supported triggers and actions