BrokerEngine + Formstack
Create BrokerEngine cards from new Formstack submissions
Save time and streamline your submission process with this Formstack to BrokerEngine automation. When a new submission is made in Formstack, this workflow instantly creates a new card in BrokerEngine, ensuring that all crucial information is quickly transferred to coordinate and manage tasks with ease. Spend less time on manual data entry and more time on growing your business with this efficient, automated solution.
Save time and streamline your submission process with this Formstack to BrokerEngine automation. When a new submission is made in Formstack, this workflow instantly creates a new card in BrokerEngine, ensuring that all crucial information is quickly transferred to coordinate and manage tasks with ease. Spend less time on manual data entry and more time on growing your business with this efficient, automated solution.
- When this happens...New Submission
Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.
- automatically do this!New Card
Triggers when a new lead is created.
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New Form
Triggers when a new Form is created.
Try ItFormRequired
User Agent
Remote Address
Mark Submission as "read"?
Date Field
Try ItNew Card on Board
Triggers when a new card on a specific board or regardless of board is created.
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FormRequired
Field identification
Try ItApi Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
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.
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