Connect BrokerEngine to Copper and automate any workflow
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Quickly connect BrokerEngine to Copper with a Zapier template.
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Date Field
Try It- New Card on Board
Triggers when a new card on a specific board or regardless of board is created.
Try It - New Deal Created
Triggers when a new deal is created.
Try It - New Lead Created
Triggers when a new lead is created.
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- Financevault Document Request Done
Triggers when client clicks "Done" in a FinanceVault document request.
Try It - New Contact Created
Triggers when a new contact is created.
Try It - 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.
Try It - Subscribed Tags
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