Create new BrokerEngine cards for newly added Circle members
Streamline your community management and sales process by automatically creating a new card in BrokerEngine when a new member is added to your Circle community. This efficient workflow saves you time by eliminating the need to manually enter new member information into your sales pipeline, ensuring a faster follow-up and an organized sales process.
- When this happens...

New Member AddedTriggers when a new member joins the community, or when a member is added by an admin with a password set.TriggerPolling - automatically do this!

New CardTriggers when a new lead is created.ActionWrite
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More things you can do with Circle and BrokerEngine
Discover other triggers and actions you can use with Circle and BrokerEngine
- CommunityRequired
- Trigger Once Per ContentRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New CommunityTriggers when a new community is created by the user.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- CommunityRequired
- Course Space
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- CommunityRequired
- Course Space
- Section
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- CommunityRequired
- Course Space
- Section
- QuizRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- CommunityRequired
- Access GroupRequired
- EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CommunityRequired
- SpaceRequired
- EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First Name
- Last Name
- EmailRequired
- Member Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CommunityRequired
- Course SpaceRequired
- NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CommunityRequired
- SpaceRequired
- Post Name
- Post Description
- Pin to top
- Comments Enabled
- Liking Enabled
- User Email
- Custom HTML
- Disable Truncation
- Hide Meta Info
- Meta Title
- Meta Description
- OpenGraph Title
- OpenGraph Description
- Skip Notifications
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CommunityRequired
- Course Space
- Section
- LessonRequired
- Member EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CommunityRequired
- Space GroupRequired
- EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CommunityRequired
- EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CommunityRequired
- User EmailRequired
- Message BodyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CommunityRequired
- Member TagRequired
- User EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CommunityRequired
- Member TagRequired
- EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CommunityRequired
- Member IDRequired
- Name
- Profile Image
- Headline
- Bio
- Location
- Website URL
- Twitter URL
- Facebook URL
- Instagram URL
- Linkedin URL
- Add to Space(s)
- Add Member Tag(s)
- Is Flagged
- Messaging Enabled By Admin
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Member EmailRequired
- Member TagRequired
- CommunityRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Member EmailRequired
- Space GroupRequired
- CommunityRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
Financevault Document Request DoneTriggers when client clicks "Done" in a FinanceVault document request.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Contact CreatedTriggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Financevault Document RequestTriggers 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 ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Contact UpdatedTriggers when a contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Referrer Email
ActionThis is an event a Zap performs.SearchFind existing data in your app
- CommunityRequired
- Trigger Once Per ContentRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- CommunityRequired
- Space
- Topic
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- CommunityRequired
- EventRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- CommunityRequired
- Course Space
- Section
- Lesson
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- CommunityRequired
- Course Space
- Section
- QuizRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- CommunityRequired
- Course Space
- Section
- QuizRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- CommunityRequired
- Space GroupRequired
- EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CommunityRequired
- SpaceRequired
- PostRequired
- Member Email
- Comment BodyRequired
- Skip Notifications?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CommunityRequired
- Course Space
- SectionRequired
- NameRequired
- Status
- Body (HTML)
- Comments Enabled
- Featured Media Enabled
- Featured Media Download Enabled
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CommunityRequired
- SpaceRequired
- NameRequired
- Description
- Custom Slug
- Start DateTimeRequired
- DurationRequired
- Location typeRequired
- Virtual Location URL (Optional)
- In Person Location (Optional)
- Hide Location from Non-attendees
- Disable RSVPs
- Send Email Reminder
- Send In-App Notification Reminder
- Send Email Confirmation
- Send In-App Notification Confirmation
- Enable Custom Thank You Message
- Confirmation Message Title
- Confirmation Message Description
- Confirmation Message Button Title
- Confirmation Message Button Link
- Meta Title
- Meta Description
- Opengraph Title
- Opengraph Description
- Opengraph Image
- Hide Meta Info
- Disable likes
- Disable comments
- Hide Attendees
- Hide from featured areas
- Enable RSVP Limit
- RSVP Limit
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- EmailRequired
- Password
- Name
- CommunityRequired
- Profile Image
- Headline
- Bio
- Location
- Website URL
- Twitter URL
- Facebook URL
- Instagram URL
- Linkedin URL
- Add to Space(s)
- Add to Space Group(s)
- Add Member Tag(s)
- Skip Invitation Email?
- Is Flagged
- Messaging Enabled By Admin
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CommunityRequired
- Access GroupRequired
- EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CommunityRequired
- SpaceRequired
- EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CommunityRequired
- EventRequired
- Member emailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CommunityRequired
- Member EmailsRequired
- Message BodyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CommunityRequired
- EventRequired
- Member emailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CommunityRequired
- SpaceRequired
- EventRequired
- Name
- body
- Custom Slug
- Start DateTime
- Duration
- Location Type
- Virtual Location URL (Optional)
- In Person Location (Optional)
- Disable RSVPs
- Hide Location from Non-attendees
- Send Email Reminder
- Send In-App Notification Reminder
- Send Email Confirmation
- Send In-App Notification Confirmation
- Enable Custom Thank You Message
- Confirmation Message Title
- Confirmation Message Description
- Confirmation Message Button Title
- Confirmation Message Button Link
- Meta Title
- Meta Description
- Opengraph Title
- Opengraph Description
- Opengraph Image
- Hide Meta Info
- Disable likes
- Disable comments
- Hide Attendees
- Hide from featured areas
- Enable RSVP Limit
- RSVP Limit
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Community IdRequired
- EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Member EmailRequired
- SpaceRequired
- CommunityRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Card on BoardTriggers when a new card on a specific board or regardless of board is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Deal CreatedTriggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Lead CreatedTriggers when a new lead is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Task CreatedTriggers when a new task is created for a loan or a contact.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- 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)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.


