BrokerEngine + Microsoft Excel
Create new rows in Microsoft Excel every time new tasks are created in BrokerEngine
Create a seamless workflow between BrokerEngine and Microsoft Excel. With this setup, each time a new task is created in BrokerEngine, a corresponding row will be added in your specified Microsoft Excel spreadsheet. This automation helps maintain an organized record of your tasks and ensures you never miss any detail.
Create a seamless workflow between BrokerEngine and Microsoft Excel. With this setup, each time a new task is created in BrokerEngine, a corresponding row will be added in your specified Microsoft Excel spreadsheet. This automation helps maintain an organized record of your tasks and ensures you never miss any detail.
- When this happens...New Task Created
Triggers when a new task is created for a loan or a contact.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
- Free forever for core features
- 14 day trial for premium features & apps
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.
Try It
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
Try It
