Connect Birdeye to BrokerEngine and automate any workflow

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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.

Create your first workflow

Quickly connect Birdeye to BrokerEngine with a Zapier template.

Our most popular template

Create new Birdeye customers from new BrokerEngine contacts
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Birdeye + BrokerEngine
Create new Birdeye customers when stages change in BrokerEngine
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Birdeye + BrokerEngine
Create new Birdeye customers from new BrokerEngine deals
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Birdeye + BrokerEngine

Create new Birdeye customers from new BrokerEngine contacts

Details

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Birdeye + BrokerEngine

Create new Birdeye customers when stages change in BrokerEngine

Details

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Birdeye + BrokerEngine

Create new Birdeye customers from new BrokerEngine deals

Details

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Birdeye + BrokerEngine

How Zapier works

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

Select a trigger from Birdeye

A trigger is an event that starts your Zap and runs the workflow. For example, with Birdeye, a trigger could be "New Canceled Invoice."

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 Birdeye 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.

Connect Birdeye 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.

Connect Birdeye 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.

New Canceled Invoice
Triggers when a payment request is canceled in birdeye
Trigger
Instant
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- Business Number
  Required
Trigger
Instant
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- Business Number
  Required
Trigger
Instant
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- Business Number
  Required
Trigger
Instant
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- Business Id
  Required
- First Name
  Required
- Last Name
- Customer Email
- Phone
  Required
- External Reference ID
- Custom Fields
- Referred By Code
- Referred By Email
- Referred By Phone
- Employee First Name
- Employee Last Name
- Employee Email Id
- Employee Phone Number
Action
Write

- Business Number
  Required
- Customer Id
  Required
Action
Write
- Business Number
  Required
- Appointment Id
  Required
- Action
- Start Time
  Required
- End Time
- Duration
- Appointment Type Id
- Appointment Type
- Provider Id
- Provider First Name
- Provider Last Name
- ClientId
  Required
- First Name
  Required
- Last Name
- Date of Birth
- Email
  Required
- Phone
  Required
- Gender
- Notes
- Guardian Id
- Guardian First Name
- Guardian Last Name
- Guardian Dob
- Guardian Gender
- Guardian Email
- Guardian Phone
- Source
- Timezone
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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- Tags
Trigger
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- From Stage
- To Stage
Trigger
Instant
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Contact Updated
Triggers when a contact is updated.
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Instant
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- Email
Action
Search

New Refund
Triggers when a new refund is created in birdeye
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New Invoice
Triggers when a new invoice is created in birdeye
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Instant
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New Payment
Triggers when a new payment is created in birdeye
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Instant
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- ClientId
  Required
- First Name
  Required
- Last Name
- Date of Birth
- Email
  Required
- Phone
  Required
- Gender
- Business Number
  Required
- Appointment Id
  Required
- Provider Id
- Provider First Name
- Provider Last Name
- Start Time
  Required
- End Time
- Appointment Type Id
- Appointment Type
- Duration
- Reason To Visit
- Notes
- Guardian Id
- Guardian First Name
- Guardian Last Name
- Guardian Dob
- Guardian Gender
- Guardian Email
- Guardian Phone
- Source
- Timezone
- Action
Action
Write
- First Name
  Required
- Last Name
- Email
  Required
- Phone
  Required
- Total Amount
  Required
- Invoice Created Date
- Invoice Number
- Custom Fields
- Tags
- Invoice Due Date
- Invoice Item Desc
- Attachment URL
- External Reference ID
- Delay In Hours
- Email Template
- Send Email
- Send Immediately
- Send Text
- Text Template
- Crm Name
- Crm Doc Id
- CRM CustomerId
- External Tracking Id
- Automation User
  Required
Action
Write
- Crm Doc Id
- Crm Name
- CRM CustomerId
- External Reference ID
- Notes
- Paid Date
- User Id
Action
Write
- 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.
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- Tags
Trigger
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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
- Notes
- 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
- 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

About Birdeye

Birdeye is an all-in-one customer experience platform. Over 80,000 businesses use Birdeye every day to attract new leads with Listings, Reviews and Referrals, convert them into customers with Webchat and Payments, and delight those customers with Surveys, Ticketing, and Insights - all in one place.

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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.

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CRM (Customer Relationship Management)

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Zapier Interfaces

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

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Connect Birdeye to BrokerEngine and automate any workflow

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

Create your first workflow

Create new Birdeye customers from new BrokerEngine contacts

Create new Birdeye customers when stages change in BrokerEngine

Create new Birdeye customers from new BrokerEngine deals

Create new Birdeye customers from new BrokerEngine contacts

Create new Birdeye customers when stages change in BrokerEngine

Create new Birdeye customers from new BrokerEngine deals

How Zapier works

Select a trigger from Birdeye

Setup an action from BrokerEngine

That’s it! You just connected Birdeye to BrokerEngine

Connect Birdeye and BrokerEngine to integrate crucial parts of your business

Automate your lead management and improve conversions

Connect Birdeye and BrokerEngine to unlock the power of automation

Supported triggers and actions

Join millions worldwide who automate their work using Zapier

PRODUCTS

CAPABILITIES

By team

By app

By use case

Connect @media (min-width: 1024px){.css-1vk2mvk{display:inline-block;}}Birdeye to BrokerEngine and automate any workflow

Create your first workflow

Create new Birdeye customers from new BrokerEngine contacts

Create new Birdeye customers when stages change in BrokerEngine

Create new Birdeye customers from new BrokerEngine deals

Create new Birdeye customers from new BrokerEngine contacts

Create new Birdeye customers when stages change in BrokerEngine

Create new Birdeye customers from new BrokerEngine deals

How Zapier works

Select a trigger from Birdeye

Setup an action from BrokerEngine

That’s it! You just connected Birdeye to BrokerEngine

Connect Birdeye and BrokerEngine to integrate crucial parts of your business

Automate your lead management and improve conversions

Connect Birdeye and BrokerEngine to unlock the power of automation

Supported triggers and actions

Join millions worldwide who automate their work using Zapier

Connect Birdeye to BrokerEngine and automate any workflow