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Connect BrokerEngine and Cardly to unlock the power of automation

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Quickly connect BrokerEngine to Cardly with a Zapier template.

Our most popular template

Send cards with Cardly when new contacts are tagged in BrokerEngine
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BrokerEngine + Cardly
Send welcome cards with Cardly for new BrokerEngine contacts
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BrokerEngine + Cardly
Add new BrokerEngine contacts to Cardly
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BrokerEngine + Cardly

Send cards with Cardly when new contacts are tagged in BrokerEngine

BrokerEngine + Cardly

Send welcome cards with Cardly for new BrokerEngine contacts

BrokerEngine + Cardly

Add new BrokerEngine contacts to Cardly

BrokerEngine + Cardly

How Zapier works

Zapier makes it easy to integrate BrokerEngine with Cardly - no code necessary. See how you can get setup in minutes.

Select a trigger from BrokerEngine

A trigger is an event that starts your Zap and runs the workflow. For example, with BrokerEngine, a trigger could be "Card Date Changed."

A trigger is the event that kicks off your automated workflow.

Setup an action from Cardly

An action is what takes place after the automation is triggered. For example, with Cardly, the action could be "Revoke User Access."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected BrokerEngine to Cardly

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your BrokerEngine to Cardly integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect BrokerEngine and Cardly to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- 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 Name
  Required
- Broker
- Board
  Required
- Stage
  Required
- Assigned Team
- Brand
  Required
- Loan Purpose
- Lender
  Required
- Base Loan Amount
- Card Tags
- Note
- Custom Text 1
- Custom Text 2
- Custom Text 3
- Custom Text 4
- Custom Text 5
- First Name
  Required
- Last Name
  Required
- Preferred Name
- Email
  Required
- 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
- Subscribed 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

- Restrict to Contact List(s)
Trigger
Instant
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- Restrict to Contact List(s)
Trigger
Instant
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- Restrict to Contact List(s)
Trigger
Instant
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QR Code Scanned
Get notified that a QR code on one of your cards was scanned, along with the details of who the card was sent to.
Trigger
Instant
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- Contact List
  Required
- External Identifier
- First / Full Name
  Required
- Last Name
- Email Address
  Required
- Company
- Contact Address
  Required
- Contact Address Line 2
- Contact Suburb/City
  Required
- Contact State/Region
- Contact Country
  Required
- Contact ZIP/Postcode
  Required
- Enable Test Mode
Action
Write
- Contact List
  Required
- Cardly Contact Identifier
- External Identifier
- First / Full Name
  Required
- Last Name
- Email Address
  Required
- Company
- Contact Address
  Required
- Contact Address Line 2
- Contact Suburb/City
  Required
- Contact State/Region
- Contact Country
  Required
- Contact ZIP/Postcode
  Required
- Enable Test Mode
Action
Write
- List Name
  Required
- List Description
- Add Custom Fields?
- Enable Test Mode
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.
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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- Email
Action
Search
- Restrict to Contact List(s)
Trigger
Instant
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- Restrict to Contact List(s)
Trigger
Instant
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Gift Card Redeemed
Get notified that a gift in one of your cards was redeemed, along with the details of who the card was sent to.
Trigger
Instant
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- Email Address
  Required
- Enable Test Mode
Action
Write
- Contact List
  Required
- Contact ID
  Required
- Enable Test Mode
Action
Write
- Email Address
  Required
- First / Full Name
  Required
- Last Name
- Allow Unrestricted Credit Use
- Allow Saved Credit Card Use
- Enable Test Mode
Action
Write
- Recipient's First Name
  Required
- Recipient's Last Name
- Recipient Company
- Recipient Country
  Required
- Recipient Address
  Required
- Recipient Address Line 2
- Recipient Suburb/City
  Required
- Recipient ZIP/Postcode
  Required
- Specify Sender Details
- Hide Sender Address
- Target Arrival Date
- External Order Number
- Enable Test Mode
Action
Write

Learn how to automate BrokerEngine on the Zapier blog

Learn how to automate Cardly on the Zapier blog

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.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About Cardly

Cardly helps businesses create great engagement with customers by getting out of inboxes and into mailboxes.

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

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

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