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BrokerEngine + Google Sheets

Create multiple rows in Google Sheets when new contacts are created in BrokerEngine

When a new contact gets added in BrokerEngine, this workflow eases your work by quickly populating the data across multiple rows in a designated Google Sheets. This automation process effectively saves your time, diminishes manual errors, and ensures a smooth, uninterrupted database management for your real estate business. This workflow is a perfect tool to keep your contact information organized and up-to-date.

When a new contact gets added in BrokerEngine, this workflow eases your work by quickly populating the data across multiple rows in a designated Google Sheets. This automation process effectively saves your time, diminishes manual errors, and ensures a smooth, uninterrupted database management for your real estate business. This workflow is a perfect tool to keep your contact information organized and up-to-date.

  1. When this happens...
    BrokerEngineBrokerEngine
    New Contact Created

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    Google SheetsGoogle Sheets
    Create Multiple Spreadsheet Rows

    Create one or more new rows in a specific spreadsheet (with line item support).

    ActionWrite
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Supported triggers and actions

    • Date Field

    Trigger
    Instant
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  • BrokerEngine triggers, actions, and search

    New Card on Board

    Triggers when a new card on a specific board or regardless of board is created.

    Trigger
    Instant
    Try It
  • 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
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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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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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