BrokerEngine + Google Sheets
Tagged contacts in BrokerEngine create new rows in Google Sheets
Stay organized with this handy automation that seamlessly connects BrokerEngine and Google Sheets. Whenever a new tag is added to a contact in BrokerEngine, it instantly adds that information to a row in your Google Sheets. It's a perfect solution for you to save time and keep track of all changes efficiently without having to manually update your spreadsheet.
Stay organized with this handy automation that seamlessly connects BrokerEngine and Google Sheets. Whenever a new tag is added to a contact in BrokerEngine, it instantly adds that information to a row in your Google Sheets. It's a perfect solution for you to save time and keep track of all changes efficiently without having to manually update your spreadsheet.
- When this happens...Contact Tagged
Triggers when a contact is tagged.
- 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.
Try ItSubscribed Tags
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