BrokerEngine + Cardly
Send cards with Cardly when new contacts are tagged in BrokerEngine
Sending emails and SMS messages is nice, but you may wish to also incorporate physical cards into your customer journeys. With this Zapier integration, adding a tag to a contact in BrokerEngine will cause a card of your chosen design to be printed and sent to the client via Cardly.
Sending emails and SMS messages is nice, but you may wish to also incorporate physical cards into your customer journeys. With this Zapier integration, adding a tag to a contact in BrokerEngine will cause a card of your chosen design to be printed and sent to the client via Cardly.
- When this happens...Contact Tagged
Triggers when a contact is tagged.
- automatically do this!Send a Card
Send a card using a template and selected artwork.
- Free forever for core features
- 14 day trial for premium features & apps
Date 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 ItNew Lead Created
Triggers when a new lead is created.
Try It
Financevault 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 ItSubscribed Tags
Try It
