Integrate touchSMS with BrokerEngine 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

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

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

Select a trigger from touchSMS

A trigger is an event that starts your Zap and runs the workflow. For example, with touchSMS, a trigger could be "New Incoming SMS."

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

Setup an action from BrokerEngine

An action is what takes place after the automation is triggered. For example, with BrokerEngine, the action could be "New Card."

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

That’s it! You just connected touchSMS to BrokerEngine

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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93%

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 touchSMS to BrokerEngine with a Zapier template.

Our most popular template

Tag contacts in BrokerEngine and create new ones in touchSMS
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BrokerEngine + touchSMS
Create new touchSMS contacts for new BrokerEngine leads
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BrokerEngine + touchSMS

Tag contacts in BrokerEngine and create new ones in touchSMS

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BrokerEngine + touchSMS

Create new touchSMS contacts for new BrokerEngine leads

Details

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BrokerEngine + touchSMS

Make work flow with AI

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

Learn about AI automation

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect touchSMS and BrokerEngine 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 touchSMS and BrokerEngine 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.

- Your Virtual Number
Trigger
Instant
Try It
- Mobile Number
  Required
- Message
  Required
- Reference
- Sender
Action
Write
Financevault Document Request Done
Triggers when client clicks "Done" in a FinanceVault document request.
Trigger
Instant
Try It
New Contact Created
Triggers when a new contact is created.
Trigger
Instant
Try It
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

- First Name
- Surname
- Email Address
- Mobile Number
  Required
- Group Name
- Update If Exists
Action
Write
- 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

Learn how to automate touchSMS on the Zapier blog

Learn how to automate BrokerEngine on the Zapier blog

About touchSMS

touchSMS is a simple app to send and receive SMS from any application.

Learn more

Related categories

Phone & SMS

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.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

Integrate @media (min-width: 1024px){.css-1vk2mvk{display:inline-block;}}touchSMS with BrokerEngine to automate your work

How Zapier works

Select a trigger from touchSMS

Setup an action from BrokerEngine

That’s it! You just connected touchSMS to BrokerEngine

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Set up your first integration

Tag contacts in BrokerEngine and create new ones in touchSMS

Create new touchSMS contacts for new BrokerEngine leads

Tag contacts in BrokerEngine and create new ones in touchSMS

Create new touchSMS contacts for new BrokerEngine leads

Make work flow with AI

Connect touchSMS and BrokerEngine to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

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

Resolve incidents faster with automation

Connect touchSMS and BrokerEngine to unlock the power of automation

Supported triggers and actions

Learn how to automate touchSMS on the Zapier blog

Learn how to automate BrokerEngine on the Zapier blog

Connect touchSMS to BrokerEngine on the world's largest no-code automation platform

Integrate touchSMS with BrokerEngine to automate your work