BrokerEngine + Microsoft Excel

Update Microsoft Excel rows when new stages change in BrokerEngine

When a stage changes in the BrokerEngine app, this workflow will directly add a new row in Microsoft Excel. This seamless integration between BrokerEngine and Excel efficiently keeps track of important changes, helping you keep your Excel records up-to-date without needing to manually input data. This is a smart solution for brokers looking to streamline their work processes and save time on administration.

When a stage changes in the BrokerEngine app, this workflow will directly add a new row in Microsoft Excel. This seamless integration between BrokerEngine and Excel efficiently keeps track of important changes, helping you keep your Excel records up-to-date without needing to manually input data. This is a smart solution for brokers looking to streamline their work processes and save time on administration.

  1. When this happens...
    BrokerEngineBrokerEngine
    Stage Changed

    Triggers when an application's stage has changed.

    TriggerInstant
  2. automatically do this!
    Microsoft ExcelMicrosoft Excel
    Add Row

    Adds a new row to the end of a worksheet.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

  • BrokerEngine triggers, actions, and search

    Financevault Document Request Done

    Triggers when client clicks "Done" in a FinanceVault document request.

    Trigger
    Instant
    Try It
  • BrokerEngine triggers, actions, and search

    New Contact Created

    Triggers when a new contact is created.

    Trigger
    Instant
    Try It
  • BrokerEngine triggers, actions, and search

    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
    Try It
    • Subscribed Tags

    Trigger
    Instant
    Try It
brokerengine logo
brokerengine logo

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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

About Microsoft Excel

Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.
Learn more

Related categories

  • Microsoft
  • Spreadsheets

Similar apps

OneDrive integrationsOneDrive integrations

OneDrive

File Management & Storage, Microsoft
Smartsheet integrationsSmartsheet integrations

Smartsheet

Spreadsheets
Quip integrationsQuip integrations

Quip

Documents