BrokerEngine + Google Sheets
Create Google Sheets rows when stages change in BrokerEngine
Manage your BrokerEngine and Google Sheets tasks more fluidly with this efficient workflow. This automation activates when the stage is altered in BrokerEngine, and immediately results in the formation of a new row in your Google Sheets. Keeping track of stages without diverting from your work becomes easy, making this workflow a practical solution for staying organized and saving time.
Manage your BrokerEngine and Google Sheets tasks more fluidly with this efficient workflow. This automation activates when the stage is altered in BrokerEngine, and immediately results in the formation of a new row in your Google Sheets. Keeping track of stages without diverting from your work becomes easy, making this workflow a practical solution for staying organized and saving time.
- When this happens...Stage Changed
Triggers when an application's stage has changed.
- 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.
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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.
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