BrokerEngine Integrations

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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

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 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

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

Supported triggers and actions

What does this mean?

- 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 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

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.
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Instant
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- Subscribed Tags
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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

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)

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Zapier Interfaces

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

BrokerEngine Integrations

Do more with BrokerEngine integrations

Google Sheets

monday.com

Microsoft Excel

Microsoft Office 365

Microsoft Outlook

HubSpot

ActiveCampaign

OneDrive

Google Contacts

Google Sheets

monday.com

Microsoft Excel

Microsoft Office 365

Microsoft Outlook

HubSpot

Google Sheets

monday.com

Microsoft Excel

Microsoft Office 365

Microsoft Outlook

HubSpot

ActiveCampaign

OneDrive

Google Contacts

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

Create DocuSign signature requests for new BrokerEngine stage changes

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

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

Create DocuSign signature requests for new BrokerEngine stage changes

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

Card Date Changed

Date Field

New Card on Board

New Deal Created

New Lead Created

New Task Created

Contact Untagged

Subscribed Tags

New Card

Assigned Team

Loan Purpose

Base Loan Amount

Card Tags

Note

Custom Text 1

Custom Text 2

Custom Text 3

Custom Text 4

Custom Text 5

Preferred Name

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