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BrokerEngine + Google Sheets

Create new BrokerEngine cards from new or updated rows in Google Sheets

Easily keep track of changes in your Google Sheets with this workflow that connects directly to BrokerEngine. Whenever there's a new or updated row in your spreadsheet, it reflects as a fresh card in BrokerEngine. In turn, this real-time data transfer ensures your records stay consistent across both platforms, enabling prompt information sharing and seamless data management.

Easily keep track of changes in your Google Sheets with this workflow that connects directly to BrokerEngine. Whenever there's a new or updated row in your spreadsheet, it reflects as a fresh card in BrokerEngine. In turn, this real-time data transfer ensures your records stay consistent across both platforms, enabling prompt information sharing and seamless data management.

  1. When this happens...
    Google SheetsGoogle Sheets
    New or Updated Spreadsheet Row

    Triggers when a new row is added or modified in a spreadsheet.

    TriggerInstant
  2. automatically do this!
    BrokerEngineBrokerEngine
    New Card

    Triggers when a new lead is created.

    ActionWrite
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Supported triggers and actions

    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Polling
    Try It
    • No Team Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger column

    Trigger
    Instant
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Column NameRequired

    • Index

    Action
    Write
    • No Team Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Instant
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger column

    Trigger
    Polling
    Try It
    • Drive

    • SpreadsheetRequired

    Trigger
    Polling
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Use Timezone set up on the spreadsheet to format date values?

    Action
    Write
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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.
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google-sheets logo

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.

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