TotalBrokerage and Salesflare

CRM (Customer Relationship Management) totalbrokerage.com ↗

How to connect TotalBrokerage

Via Zapier — 54 operations available. Set it up ↗

What you can automate

When account Created in TotalBrokerage, find or create account in Salesflare.
When account Updated in TotalBrokerage, find or create account in Salesflare.
When contact Action Plan Task Completed in TotalBrokerage, find or create contact in Salesflare.
When activity Added to Contact in TotalBrokerage, find or create contact in Salesflare.
When contact Created in TotalBrokerage, find or create contact in Salesflare.
When contact General Information Updated in TotalBrokerage, find or create contact in Salesflare.

About TotalBrokerage

The only complete Real Estate Brokerage software solution from contact through closing.

TotalBrokerage operations on Zapier

Triggers (31)

Start a workflow when this happens

Account Created — Triggers when a new account is created in your brokerage.
Account Enabled/Disabled — Triggers when an account in your brokerage is enabled or disabled.
Account Updated — Triggers when an account in your brokerage is updated.
Activity Added to Contact — Triggers when a new activity is added to a contact. Currently, notifications will only be sent for the following activity types: Phone, Note, Email Status, SMS Number Status, Received Email, Received Phone Call, Received SMS Message
Activity Added to Transaction — Triggers when a new activity is added to a transaction. Currently, notifications will only be sent for the following activity types: Phone, Note, Synchronized to Quickbooks

Show 26 more triggers

Contact Action Plan Activity — Triggers when one of the following occurs: 1) An Action Plan is added to a Contact. 2) An Action Plan is paused or resumed for a Contact. 3) An Action Plan is completed for a Contact.
Contact Action Plan Task Completed — Triggers when an account completes a task in an Action Plan for a contact.
Contact Created — Triggers when a new contact is created for your brokerage.
Contact General Information Updated — Triggers when the information in the General Tab for a Contact has been updated.
Contact Trashed/Untrashed — Triggers when a contact is added to or removed from the trash.
Contacts Imported — Triggers when contacts are mass imported into the CRM.
Document Share Viewed — Triggers when the recipient of shared documents for a transaction reviews the documents.
Documents Shared for Transaction — Triggers when documents are shared for a transaction.
Email Received for Transaction — Triggers when an email is received for a transaction.
Person Added to Transaction — Triggers when a new person or slot is added to a transaction.
Person Removed From Transaction — Triggers when a person or slot is removed from a transaction.
Signature Request Updates — Triggers when signatures are requested for a transaction, when documents in a signature request are viewed or signed by the signer, and when a signature request is cancelled.
Transaction Commissions Locked — Triggers when commissions are locked for a transaction. When commissions are locked, the Commission tab is no longer editable.
Transaction Commissions Unlocked — Triggers when commissions are unlocked for a transaction. When commissions are unlocked, information in the Commission tab can be modified.
Transaction Created — Triggers when a new transaction is created.
Transaction Date Added — Triggers when a new date is added to a transaction.
Transaction Date Removed — Triggers when a date is removed from a transaction.
Transaction Date Updated — Triggers when an existing date on a transaction is updated.
Transaction Earnest Money Added — Triggers when a new earnest money entry is added to a transaction.
Transaction Earnest Money Removed — Triggers when an earnest money entry is removed from a transaction.
Transaction Earnest Money Updated — Triggers when an existing earnest money entry in a transaction is updated.
Transaction Financials Updated — Triggers when the financial information for a transaction is updated.
Transaction General Information Updated — Triggers when the information in the General Tab for a Transaction has been updated.
Transaction Person Updated — Triggers when the person at a specific slot in a transaction's People tab is cleared or updated.
Transaction Property Updated — Triggers when the property information for a transaction is updated.
Transaction Status Updated — Triggers when the status of a transaction is updated.

Actions (11)

Things Salesflare can make it do

Add Activity to Contact — Add a new activity to a contact.
Add Activity to Transaction — Add a new activity to a transaction.
Add Tags to Contact — Adds the specified tag(s) to a contact.
Create Account — Create an account.
Create Contact — Create a contact in your TotalBrokerage CRM.

Show 6 more actions

Enable/Disable Account — Enable or disable an account in your brokerage.
Partial Update Contact — Update a contact in your TotalBrokerage CRM. Performs a partial update - only the fields specified will be updated.
Remove Tags From Contact — Remove the specified tag(s) from a contact, if they exist.
Set Tags on Contact — Set the specified tag(s) on a contact. Any tags that currently exist for the contact will be replaced.
Update Account — Update an account.
Update Contact — Update a contact in your TotalBrokerage CRM. Performs a partial update - only the fields specified will be updated.

Searches (12)

Look up existing records

Find Contact — Find the most recent contact matching the specified search criteria.
Get Account — Retrieve an account by ID.
Get Contact — Retrieve a contact by ID.
Get Contact Tags — Get all the tags associated with the specified contact.
Get Transaction — Retrieve the general information for a transaction by ID.

Show 7 more searches

Get Transaction Commissions — Retrieve all the commission information for a transaction.
Get Transaction Dates — Retrieve all the dates for a transaction.
Get Transaction Earnest Money — Retrieve the earnest money information for a transaction.
Get Transaction Financials — Retrieve all the financial information for a transaction.
Get Transaction People — Gets all the contacts, vendors, and accounts listed in the People tab of a Transaction.
Get Transaction Property — Retrieves the property information for a transaction.
Get Vendor — Retrieve a vendor by ID.