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.
- When this happens...New Contact Created
Triggers when a new contact is created.
- automatically do this!Create a Contact
Create a new contact in a given contact list.
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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
