ActiveCampaign + BrokerEngine

Create new BrokerEngine cards for new or updated ActiveCampaign contacts

Keep your contact information updated and organized with this ActiveCampaign-BrokerEngine integration. Whenever a new or updated contact is detected in ActiveCampaign, this workflow will create a new card in BrokerEngine, ensuring your contacts are always up-to-date in both systems. This seamless connection helps you save time and maintain accuracy in managing your contacts.

When this happens...
New or Updated Contact
Triggers when a new contact is added or existing contact's details are updated.
TriggerInstant
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New Card
Triggers when a new lead is created.
ActionWrite

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Supported triggers and actions

What does this mean?

- Custom ObjectRequired
- Trigger EventsRequired
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- Task Type (Optional)
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New Automation Webhook
Triggers when an automation sends out webhook data. To add a webhook in ActiveCampaign, navigate to your Automations section, add or edit an automation, and create a new "Webhook" action.
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Instant
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- ListRequired
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- ListRequired
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Instant
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- List (Deprecated)
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Instant
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New Deal Note
Triggers when a new deal note is created.
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New Deal Added or Updated
Triggers when a new deal is created or existing deal is updated.
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- ListRequired
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- EventRequired
- Tag
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- Account IDRequired
- Name
- Website
Action
Write
- TitleRequired
- ValueRequired
- Owner
- CurrencyRequired
- PipelineRequired
- StageRequired
- Account
- Contact Email Address
Action
Write
- AutomationRequired
- Automation RunRequired
- Contact IDRequired
Action
Write
- Contact IDRequired
- Account IDRequired
- Job Title
Action
Write
- Contact IDRequired
- ActionRequired
- Existing Tags
- Tags
Action
Write
- Custom ObjectRequired
- Record ID
- External ID
Action
Write
- TitleRequired
- ValueRequired
- Owner
- CurrencyRequired
- PipelineRequired
- StageRequired
- Account ID
- Contact ID
- Description
Action
Write
- Task ID
- Title
- Deal IDRequired
- Note
- Due DateRequired
- End Date
- Task TypeRequired
- Assignee
Action
Write
- ActionRequired
- List IDRequired
- Contact ID
- Email Address
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- ID
- Email Address
Action
Search
- Deal Title
- Contact Email
Action
Search
- Deal Task TitleRequired
- Deal ID
Action
Search
- Date Field
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New Card on Board
Triggers when a new card on a specific board or regardless of board is created.
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New Deal Created
Triggers when a new deal is created.
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New Lead Created
Triggers when a new lead is created.
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New Task Created
Triggers when a new task is created for a loan or a contact.
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- Subscribed Tags
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- Card NameRequired
- BrokerRequired
- BoardRequired
- StageRequired
- Assigned Team
- BrandRequired
- Loan Purpose
- LenderRequired
- Base Loan Amount
- Card Tags
- Note
- Custom Text 1
- Custom Text 2
- Custom Text 3
- Custom Text 4
- Custom Text 5
- First NameRequired
- Last NameRequired
- Preferred Name
- EmailRequired
- 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
- Primary Applicant's 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

- Custom ObjectRequired
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Instant
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New or Updated Account
Triggers when a new account is added or an existing account's details are updated.
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Instant
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- ListRequired
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- ListRequired
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- ListRequired
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- Task type
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New Deal Task
Triggers when a new deal task is created.
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- ListRequired
- Importer Note
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- List
- Skip Unsubscribe Events
- Importer Note
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- NameRequired
- Website
Action
Write
- List
- ID
- Email Address
- First Name
- Last Name
- Full Name
- Phone Number
- Tags
- Organization Name
- Job Title
Action
Write
- AutomationRequired
- Subscriber EmailRequired
Action
Write
- Email MessageRequired
- ListRequired
- Campaign NameRequired
Action
Write
- Contact IDRequired
- List IDRequired
- NoteRequired
Action
Write
- Task ID
- Title
- Contact IDRequired
- Note
- Due DateRequired
- End Date
- Task TypeRequired
- Assignee
Action
Write
- Contact IDRequired
- Deal IDRequired
- Role
Action
Write
- DealRequired
- NoteRequired
Action
Write
- DealRequired
- Title
- Value
- Currency
- Owner
- Pipeline
- Stage
- Account ID
- Contact ID
- Status
- Description
Action
Write
- Event KeyRequired
- Event Account IDRequired
- Event NameRequired
- Event Value
- Contact Email Address
Action
Write
- NameRequired
Action
Search
- Contact Task TitleRequired
- Contact ID
Action
Search
- Title
- Contact Email
Action
Search
- EmailRequired
Action
Search
Financevault Document Request Done
Triggers when client clicks "Done" in a FinanceVault document request.
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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.
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Instant
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- Subscribed Tags
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- From Stage
- To Stage
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Instant
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Contact Updated
Triggers when a contact is updated.
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- Referrer Email
Action
Search

About ActiveCampaign

ActiveCampaign is a customer experience automation (CXA) platform that helps businesses meaningfully engage customers. Access pre-built automations that combine transactional email and email marketing, marketing automation, ecommerce marketing, and CRM for powerful segmentation and personalization across social, email, messaging, chat, and text.

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Related categories

Marketing Automation

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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.

Learn more Help

Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

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

PRODUCTS

CAPABILITIES

By team

ActiveCampaign + BrokerEngine

Create new BrokerEngine cards for new or updated ActiveCampaign contacts

New or Updated Custom Object Record

Trigger EventsRequired

Deal Task Completed

Task Type (Optional)

New Automation Webhook

New Campaign Link Click

ListRequired

New Campaign Starts Sending

ListRequired

New Contact Note

List (Deprecated)

New Deal Note

New Deal Added or Updated

Updated Contact

ListRequired

Tag Added or Removed From Contact

EventRequired

Tag

Update Account

Account IDRequired

Name

Website

Create Deal (Deprecated)

TitleRequired

ValueRequired

Owner

CurrencyRequired

PipelineRequired

StageRequired

Account

Contact Email Address

Remove Contact From Automation

AutomationRequired

Automation RunRequired

Contact IDRequired

Add Contact to Account

Contact IDRequired

Account IDRequired

Job Title

Add/Remove Tag From Contact

Contact IDRequired

ActionRequired

Existing Tags

Tags

Create or Update a Custom Object Record

Custom ObjectRequired

Record ID

External ID

Create Deal

TitleRequired

ValueRequired

Owner

CurrencyRequired

PipelineRequired

StageRequired

Account ID

Contact ID

Description

Create or Update Deal Task

Task ID

Title

Deal IDRequired

Note

Due DateRequired

End Date

Task TypeRequired

Assignee

Subscribe or Unsubscribe Contact From List

ActionRequired

List IDRequired

Contact ID

Email Address

API Request (Beta)

Api Docs Info

HTTP MethodRequired