BrokerEngine + Microsoft Excel
Tag contacts in BrokerEngine and add rows to Microsoft Excel instantly
Streamline your data organization with this smart workflow. When a contact gets tagged in BrokerEngine, this automation will promptly add a new row in your designated Microsoft Excel spreadsheet. This enables efficient data tracking without the need for manual entries. Let this workflow do the meticulous task for you, ensuring no tagged contact in BrokerEngine goes unrecorded in your Excel records.
Streamline your data organization with this smart workflow. When a contact gets tagged in BrokerEngine, this automation will promptly add a new row in your designated Microsoft Excel spreadsheet. This enables efficient data tracking without the need for manual entries. Let this workflow do the meticulous task for you, ensuring no tagged contact in BrokerEngine goes unrecorded in your Excel records.
- When this happens...Contact Tagged
Triggers when a contact is tagged.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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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.
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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
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