Skip to content
  • BrokerEngine logoBrokerEngine logo
  • Cardly logoCardly logo

BrokerEngine + Cardly

Add new BrokerEngine contacts to Cardly

Add new contacts to a Cardly contact list automatically whenever they're added in BrokerEngine. Automatically create entries to work with your Cardly automation rules and improve your customer outreach and retention with real, quality, personalized cards sent in the mail.

Add new contacts to a Cardly contact list automatically whenever they're added in BrokerEngine. Automatically create entries to work with your Cardly automation rules and improve your customer outreach and retention with real, quality, personalized cards sent in the mail.

  1. When this happens...
    BrokerEngineBrokerEngine
    New Contact Created

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    CardlyCardly
    Create a Contact

    Create a new contact in a given contact list.

    ActionWrite
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

    • Date Field

    Trigger
    Instant
    Try It
  • BrokerEngine triggers, actions, and search

    New Card on Board

    Triggers when a new card on a specific board or regardless of board is created.

    Trigger
    Instant
    Try It
brokerengine logo
brokerengine logo

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.
cardly logo
cardly logo

About Cardly

Cardly helps businesses create great engagement with customers by getting out of inboxes and into mailboxes.

Related categories