What you can automate

When card Date Changed in BrokerEngine, create task in Salesflare.

When new Card on Board in BrokerEngine, create task in Salesflare.

When new Contact Created in BrokerEngine, find or create contact in Salesflare.

When new Deal Created in BrokerEngine, create opportunity in Salesflare.

When new Lead Created in BrokerEngine, find or create contact in Salesflare.

When new Task Created in BrokerEngine, create task in Salesflare.

About BrokerEngine

BrokerEngine is a mortgage broker software that boosts revenue and saves time with automation and workflows for high-value activities.

BrokerEngine operations on Zapier

Start a workflow when this happens

Card Date Changed — Triggers when a card date field has changed.
Contact Tagged — Triggers when a contact is tagged.
Contact Untagged — Triggers when a Tag is removed from a Contact.
Contact Updated — Triggers when a contact is updated.
Financevault Document Request Done — Triggers when client clicks "Done" in a FinanceVault document request.

Show 7 more triggers

New Card on Board — Triggers when a new card on a specific board or regardless of board is created.
New Contact Created — Triggers when a new contact is created.
New Deal Created — Triggers when a new deal is created.
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.
New Lead Created — Triggers when a new lead is created.
New Task Created — Triggers when a new task is created for a loan or a contact.
Stage Changed — Triggers when an application's stage has changed.

Things Salesflare can make it do

Look up existing records

Search Referrer — Searches for a referrer in BrokerEngine based on their email address.

BrokerEngine and Salesflare