123FormBuilder + BrokerEngine
Create new BrokerEngine cards from submitted 123FormBuilder forms
Effortlessly manage new leads from your 123FormBuilder submissions by setting up this efficient workflow. Once activated, whenever a new form is submitted in the 123FormBuilder app, a new card will be created in the BrokerEngine app, ensuring a seamless flow of information and helping you save time while keeping all your leads organized. Stay on top of your opportunities with this convenient automation.
Effortlessly manage new leads from your 123FormBuilder submissions by setting up this efficient workflow. Once activated, whenever a new form is submitted in the 123FormBuilder app, a new card will be created in the BrokerEngine app, ensuring a seamless flow of information and helping you save time while keeping all your leads organized. Stay on top of your opportunities with this convenient automation.
- When this happens...New Form
Triggers when a new form is added to your account.
- automatically do this!New Card
Triggers when a new lead is created.
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New Form
Triggers when a new form is added to your account.
Try ItDate Field
Try ItNew Card on Board
Triggers when a new card on a specific board or regardless of board is created.
Try ItNew Deal Created
Triggers when a new deal is created.
Try It
FormRequired
Try ItFinancevault Document Request Done
Triggers when client clicks "Done" in a FinanceVault document request.
Try ItNew Contact Created
Triggers when a new contact is created.
Try ItNew 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.
Try It
