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BrokerEngine + Gravity Forms

Add BrokerEngine cards from new Gravity Forms submissions

Many people want to automatically add new website enquiries straight into BrokerEngine. When a user submits a web form on your WordPress website running Gravity Forms, this Zapier template will automatically create a card in BrokerEngine so you can jump straight in and respond to new leads without double data entry.

Many people want to automatically add new website enquiries straight into BrokerEngine. When a user submits a web form on your WordPress website running Gravity Forms, this Zapier template will automatically create a card in BrokerEngine so you can jump straight in and respond to new leads without double data entry.

  1. When this happens...
    Gravity FormsGravity Forms
    Form Submission

    Triggers when the specified form is submitted.

    TriggerInstant
  2. automatically do this!
    BrokerEngineBrokerEngine
    New Card

    Triggers when a new lead is created.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    • Use Admin Field Labels?

    Trigger
    Instant
    Try It
    • FormRequired

    Action
    Write
  • 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
    • FormRequired

    Action
    Write
    • Date Field

    Trigger
    Instant
    Try It
  • 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
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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.
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Related categories

  • CRM (Customer Relationship Management)

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gravity-forms logo
gravity-forms logo

About Gravity Forms

Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.

Related categories

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