BrokerEngine + Google Contacts

Add new BrokerEngine contacts to Google Contacts

After you add a new contact to BrokerEngine, you'll also want to email or call them. This Zap will do the legwork for you, automatically adding their details to your Google Contacts. The next time you look at your email or your phone, that contact will be ready to go!

When this happens...
New Contact Created
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Create Contact
Triggers when a contact is created or updated.
ActionWrite

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Supported triggers and actions

- 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
Try It
New Lead Created
Triggers when a new lead is created.
Trigger
Instant
Try It
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 NameRequired
- BrokerRequired
- BoardRequired
- StageRequired
- Assigned Team
- BrandRequired
- Loan Purpose
- LenderRequired
- Base Loan Amount
- Card Tags
- Note
- Custom Text 1
- Custom Text 2
- Custom Text 3
- Custom Text 4
- Custom Text 5
- First NameRequired
- Last NameRequired
- Preferred Name
- EmailRequired
- 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

New or Updated Contact
Triggers when a contact is created or updated.
Trigger
Polling
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New Contact
Triggers when a contact is created.
Trigger
Polling
Try It
Create Contact
Creates a new contact.
Action
Write
- NameRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Search ByRequired
Action
Search or 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
New Group
Triggers when a group is created.
Trigger
Polling
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- ContactRequired
- GroupRequired
Action
Write
- ContactRequired
- Phone Number
- Additional Phone Numbers
Action
Write
- Contact
- PhotoRequired
Action
Write
- Search ByRequired
Action
Search

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