123FormBuilder + BrokerEngine
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.
- When this happens...New FormTriggers when a new form is added to your account.
- automatically do this!New CardTriggers when a new lead is created.
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with 123FormBuilder and BrokerEngine
Discover other triggers and actions you can use with 123FormBuilder and BrokerEngine
- New Form
Triggers when a new form is added to your account.
Try ItTriggerPolling - Date Field
Try ItTriggerInstant- New Card on Board
Triggers when a new card on a specific board or regardless of board is created.
Try ItTriggerInstant - New Deal Created
Triggers when a new deal is created.
Try ItTriggerInstant
- FormRequired
Try ItTriggerPolling- Financevault Document Request Done
Triggers when client clicks "Done" in a FinanceVault document request.
Try ItTriggerInstant - New Contact Created
Triggers when a new contact is created.
Try ItTriggerInstant - 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.
Try ItTriggerInstant
