BrokerEngine + Circle

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 Added
Triggers when a new member joins the community, or when a member is added by an admin with a password set.
TriggerScheduled
automatically do this!
New Card
Triggers when a new lead is created.
ActionWrite

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Supported triggers and actions

What does this mean?

- Community
Trigger
Scheduled
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- CommunityRequired
- Space
- Topic
Trigger
Scheduled
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- CommunityRequired
Trigger
Scheduled
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- CommunityRequired
Trigger
Scheduled
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- CommunityRequired
Trigger
Scheduled
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- CommunityRequired
- EventRequired
Trigger
Scheduled
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- CommunityRequired
- Space
Trigger
Scheduled
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- CommunityRequired
- Course Space
- Section
- Lesson
Trigger
Scheduled
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- Community
Trigger
Scheduled
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- CommunityRequired
- SpaceRequired
- EmailRequired
Action
Write
- CommunityRequired
- Course Space
- SectionRequired
- NameRequired
- Status
- Body (HTML)
- Comments Enabled
- Featured Media Enabled
- Featured Media Download Enabled
Action
Write
- 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
Action
Write
- 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
Action
Write
- CommunityRequired
- Space GroupRequired
- EmailRequired
Action
Write
- CommunityRequired
- EmailRequired
Action
Write
- CommunityRequired
- User EmailRequired
- Message BodyRequired
Action
Write
- CommunityRequired
- Member TagRequired
- User EmailRequired
Action
Write
- CommunityRequired
- Member TagRequired
- EmailRequired
Action
Write
- 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
Action
Write
- Member EmailRequired
- Member TagRequired
- CommunityRequired
Action
Search
- Member EmailRequired
- Space GroupRequired
- CommunityRequired
Action
Search
Financevault Document Request Done
Triggers when client clicks "Done" in a FinanceVault document request.
Trigger
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.
Trigger
Instant
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- Subscribed Tags
Trigger
Instant
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- From Stage
- To Stage
Trigger
Instant
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Contact Updated
Triggers when a contact is updated.
Trigger
Instant
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- Referrer Email
Action
Search

- Community
Trigger
Scheduled
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New Community
Triggers when a new community is created by the user.
Trigger
Scheduled
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- CommunityRequired
Trigger
Scheduled
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- CommunityRequired
Trigger
Scheduled
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- CommunityRequired
Trigger
Scheduled
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- Community
Trigger
Scheduled
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- CommunityRequired
- Course Space
Trigger
Scheduled
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- CommunityRequired
- Course Space
- Section
Trigger
Scheduled
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- CommunityRequired
- Space GroupRequired
- EmailRequired
Action
Write
- CommunityRequired
- SpaceRequired
- PostRequired
- Member Email
- Comment BodyRequired
- Skip Notifications?
Action
Write
- CommunityRequired
- Course SpaceRequired
- NameRequired
Action
Write
- CommunityRequired
- SpaceRequired
- Topic Name
- Topic 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
Action
Write
- CommunityRequired
- Course Space
- Section
- LessonRequired
- Member EmailRequired
Action
Write
- CommunityRequired
- SpaceRequired
- EmailRequired
Action
Write
- CommunityRequired
- EventRequired
- Member emailRequired
Action
Write
- CommunityRequired
- Member EmailsRequired
- Message BodyRequired
Action
Write
- CommunityRequired
- EventRequired
- Member emailRequired
Action
Write
- 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
Action
Write
- Community IdRequired
- EmailRequired
Action
Search
- Member EmailRequired
- SpaceRequired
- CommunityRequired
Action
Search
- Date Field
Trigger
Instant
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New Card on Board
Triggers when a new card on a specific board or regardless of board is created.
Trigger
Instant
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New Deal Created
Triggers when a new deal is created.
Trigger
Instant
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New Lead Created
Triggers when a new lead is created.
Trigger
Instant
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New Task Created
Triggers when a new task is created for a loan or a contact.
Trigger
Instant
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- Subscribed Tags
Trigger
Instant
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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

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.

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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About Circle

A modern community platform for creators.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

PRODUCTS

CAPABILITIES

By team

BrokerEngine + Circle

Create new BrokerEngine cards for newly added Circle members

Member Removed

Community

New Comment Posted

Space

Topic

New Member Active Subscription

CommunityRequired

New Member Paid Charge

CommunityRequired

New Member Refunded Charge

CommunityRequired

New Event RSVP

CommunityRequired

EventRequired

New Post

CommunityRequired

Space

Member Completed Course Lesson

CommunityRequired

Course Space

Section

Lesson

New Member Added

Community

Add Member to Space

CommunityRequired

SpaceRequired

EmailRequired

Create Course Lesson

CommunityRequired

Course Space

SectionRequired

NameRequired

Status

Body (HTML)

Comments Enabled

Featured Media Enabled

Featured Media Download Enabled

Create Event

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

Invite Member

EmailRequired

Password

Name

CommunityRequired