Integrate BrokerEngine with Microsoft Outlook to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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How Zapier works

Zapier makes it easy to integrate BrokerEngine with Microsoft Outlook - 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 Microsoft Outlook

An action is what takes place after the automation is triggered. For example, with Microsoft Outlook, the action could be "Create Event."

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

That’s it! You just connected BrokerEngine to Microsoft Outlook

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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Customers who say using Zapier has made them better at their job

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

Set up your first integration

Quickly connect BrokerEngine to Microsoft Outlook with a Zapier template.

Our most popular template

Send emails in Microsoft Outlook when financevault document requests are done in BrokerEngine
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Create new Microsoft Outlook contacts from new BrokerEngine contacts
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Create new Microsoft Outlook contacts from new BrokerEngine deals
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BrokerEngine + Microsoft Outlook

Send emails in Microsoft Outlook when financevault document requests are done in BrokerEngine

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BrokerEngine + Microsoft Outlook

Create new Microsoft Outlook contacts from new BrokerEngine contacts

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BrokerEngine + Microsoft Outlook

Create new Microsoft Outlook contacts from new BrokerEngine deals

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BrokerEngine + Microsoft Outlook

Make work flow with AI

Level up your BrokerEngine to Microsoft Outlook 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 Microsoft Outlook 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.

Connect BrokerEngine and Microsoft Outlook to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

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
Try It
New Card on Board
Triggers when a new card on a specific board or regardless of board is created.
Trigger
Instant
Try It
New Deal Created
Triggers when a new deal is created.
Trigger
Instant
Try It
New Lead Created
Triggers when a new lead is created.
Trigger
Instant
Try It
New Task Created
Triggers when a new task is created for a loan or a contact.
Trigger
Instant
Try It

- Subscribed Tags
Trigger
Instant
Try It
- 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

- Calendar
- Time Before
  Required
- Time Before (Unit)
  Required
Trigger
Scheduled
Try It
- Parent Folder
  Required
- Child Folder
Trigger
Scheduled
Try It
- Contact Folder
Trigger
Scheduled
Try It
- Parent Folder
  Required
- Child Folder
- Search terms
  Required
- Note
Trigger
Scheduled
Try It
- Parent Folder
  Required
- Child Folder
Trigger
Scheduled
Try It
- Calendar
- Subject
  Required
- Start Date & Time
  Required
- End Date & Time
  Required
- Location Name
- Sensitivity
- Attendees
- All Day Event?
- Description
- Show me as Free or Busy
Action
Write
- To Email(s)
  Required
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- Subject
  Required
- Body Format
  Required
- Description
- Attachment
- Action for Files Larger Than 150MB
Action
Write
- Email ID
  Required
- Comment
Action
Write
- Event
- Subject
  Required
- Start Date & Time
  Required
- End Date & Time
  Required
- All Day Event?
- Is Online Meeting?
- Hide attendees list?
- Description
- Show me as Free or Busy
- The importance of the event
- Attendees
- Categories
- Location Name
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Description
Action
Write
- Contact Folder
- First Name
  Required
- Last Name
- EmailAddresses
Action
Search

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
Try It
- Subscribed Tags
Trigger
Instant
Try It
- From Stage
- To Stage
Trigger
Instant
Try It
Contact Updated
Triggers when a contact is updated.
Trigger
Instant
Try It
- Email
Action
Search
Cancelled Calendar Event
Triggers when an event is cancelled.
Trigger
Instant
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- Calendar
Trigger
Scheduled
Try It
- Shared Inbox
Trigger
Scheduled
Try It
New Flagged Email
Triggers when a new email is flagged.
Trigger
Scheduled
Try It
- Calendar
Trigger
Scheduled
Try It
- Contact Folder
- First Name
  Required
- Last Name
- EmailAddresses
- BusinessPhones
- HomePhones
- MobilePhone
- JobTitle
- CompanyName
- Department
- Business Website URL
- FileAs
- PersonalNotes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- Event
  Required
Action
Write
- From Email
- To Email(s)
  Required
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- Subject
  Required
- Body Format
  Required
- Description
- Attachment
- Action for Files Larger Than 150MB
Action
Write
- Contact Folder
- Contact
  Required
- First Name
  Required
- Last Name
- EmailAddresses
- BusinessPhones
- HomePhones
- MobilePhone
- JobTitle
- CompanyName
- Department
- Business Website URL
- PersonalNotes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- Calendar
- SearchTerm
  Required
- Start Date & Time
  Required
- End Date & Time
  Required
Action
Search
- Contact Folder
- First Name
  Required
- Last Name
- EmailAddresses
- BusinessPhones
- HomePhones
- MobilePhone
- JobTitle
- CompanyName
- Department
- Business Website URL
- FileAs
- PersonalNotes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Search or write

Learn how to automate BrokerEngine on the Zapier blog

Learn how to automate Microsoft Outlook on the Zapier blog

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