BrokerEngine + Google Sheets
Create rows in Google Sheets for new BrokerEngine deals
Instantly track new deals in BrokerEngine by adding them to a Google Sheets spreadsheet with this seamless workflow. When a new deal is created in BrokerEngine, the details will be quickly captured and saved as a new row in your chosen Google Sheets file. Stay organized and never miss important information about your deals with this efficient automation.
Instantly track new deals in BrokerEngine by adding them to a Google Sheets spreadsheet with this seamless workflow. When a new deal is created in BrokerEngine, the details will be quickly captured and saved as a new row in your chosen Google Sheets file. Stay organized and never miss important information about your deals with this efficient automation.
- When this happens...New Deal Created
Triggers when a new deal is created.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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Date Field
Try ItNew Card on Board
Triggers when a new card on a specific board or regardless of board is created.
Try ItNew Deal Created
Triggers when a new deal is created.
Try ItNew Lead Created
Triggers when a new lead is created.
Try It
Financevault Document Request Done
Triggers when client clicks "Done" in a FinanceVault document request.
Try ItNew Contact Created
Triggers when a new contact is created.
Try ItNew 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.
Try ItSubscribed Tags
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