BrokerEngine + JustCall

Create new JustCall contacts from new BrokerEngine contacts

Automate your workflow to keep your contact lists updated and seamless. When a new contact is created in BrokerEngine, this automation creates a corresponding contact in JustCall. It simplifies the process of managing and maintaining your contact lists across multiple platforms, ensuring you have the most up-to-date information at all times. Save time and enhance productivity with this seamless connection between BrokerEngine and JustCall.

When this happens...
New Contact Created
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Create Contact
Creates a Contact
ActionWrite

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Supported triggers and actions

- Date Field
Trigger
Instant
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New Card on Board
Triggers when a new card on a specific board or regardless of board is created.
Trigger
Instant
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New Deal Created
Triggers when a new deal is created.
Trigger
Instant
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New Lead Created
Triggers when a new lead is created.
Trigger
Instant
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New Task Created
Triggers when a new task is created for a loan or a contact.
Trigger
Instant
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- Subscribed Tags
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- Card NameRequired
- BrokerRequired
- BoardRequired
- StageRequired
- Assigned Team
- BrandRequired
- Loan Purpose
- LenderRequired
- Base Loan Amount
- Card Tags
- Note
- Custom Text 1
- Custom Text 2
- Custom Text 3
- Custom Text 4
- Custom Text 5
- First NameRequired
- Last NameRequired
- Preferred Name
- EmailRequired
- Birthday
- Mobile Phone Number
- Home Phone Number
- Office Phone Number
- Fax Phone Number
- Street Address 1
- Street Address 2
- City / Town / Suburb
- Postcode
- State / Region
- Country
- Same as Home Address
- Street Address 1
- Street Address 2
- City / Town / Suburb
- Postcode
- State / Region
- Country
- Primary Applicant's Tags
- Primary Applicant's Lead Source
- First Name
- Last Name
- Email
- Custom Text 1
- Custom Text 2
- Custom Text 3
- Custom Text 4
- Custom Text 5
- First Name
- Last Name
- Preferred Name
- Email
- Birthday
- Mobile Phone Number
- Home Phone Number
- Office Phone Number
- Fax Phone Number
- Street Address 1
- Street Address 2
- City / Town / Suburb
- Postcode
- State / Region
- Country
- Same As Home Address
- Street Address 1
- Street Address 2
- City / Town / Suburb
- Postcode
- State / Region
- Country
- Coapplicant's Tags
- Coapplicant's Lead Source
- First Name
- Last Name
- Email
- Custom Text 1
- Custom Text 2
- Custom Text 3
- Custom Text 4
- Custom Text 5
- Team Roles (Role Name - Assignee Email)
Action
Write

AI Voice Agent Data Generated for Call
Trigger is only applicable for calls picked up by the JustCall AI Voice Agent and provides data associated with and collected by the Voice Agent.
Trigger
Instant
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Call Answered
Triggers when a call answered an queue.
Trigger
Instant
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Call Initiated
Triggers when a call initiated from JustCall.
Trigger
Instant
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[Legacy] Incoming Call
Triggers for a new incoming call
Trigger
Instant
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Incoming Caller Exits Queue
Triggers when an incoming call exits an queue.
Trigger
Instant
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Missed Call
Trigger when an incoming call is missed
Trigger
Instant
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Call Completed
Triggers when a call ends and gets logged in your JustCall call logs. (For voicemails use New Voicemail trigger)
Trigger
Instant
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New Contact
Triggers when a new contact is added to your JustCall address book.
Trigger
Polling
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[Legacy] New Text
Triggers when a new text is sent from (or received on) your JustCall numbers
Trigger
Polling
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Call AI Report Generated (Sales Dialer)
Triggers when the AI-powered insights for a Sales Dialer call are generated
Trigger
Instant
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SMS Received
Triggers when an SMS is received in JustCall (incoming only)
Trigger
Instant
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Call Updated
Triggers when a call is updated(This event will only contain the keys for which the values of a call are actually updated).
Trigger
Instant
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- CampaignRequired
- PhoneRequired
- First Name
- Last Name
- Email
Action
Write
- Call IdRequired
Action
Write
- Customer/Client NumberRequired
- JustCall Number
- Country Code
Action
Write
- firstnameRequired
- lastname
- phoneRequired
- email
- company
- notes
- Agent ID
Action
Write
- To NumberRequired
- FromRequired
- Body
- Media LinksRequired
Action
Write
- To NumberRequired
- FromRequired
- BodyRequired
- Media LinksRequired
Action
Write
- To NumberRequired
- FromRequired
- BodyRequired
Action
Write
- Contact ID
- phone
- email
Action
Search

Financevault Document Request Done
Triggers when client clicks "Done" in a FinanceVault document request.
Trigger
Instant
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New Contact Created
Triggers when a new contact is created.
Trigger
Instant
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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.
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Instant
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- Subscribed Tags
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Instant
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- From Stage
- To Stage
Trigger
Instant
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Contact Updated
Triggers when a contact is updated.
Trigger
Instant
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- Referrer Email
Action
Search
Call AI Report Generated
Triggers when the AI-powered insights for a JustCall call are generated
Trigger
Instant
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Call Completed (Sales Dialer)
Triggers when a call is completed in Sales Dialer.
Trigger
Instant
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Call Updated (Sales Dialer)
Triggers when a call is updated in Sales Dialer(This event will only contain the keys for which the values of a call are actually updated).
Trigger
Instant
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Incoming Caller Enters Queue
Triggers when an incoming call enters an queue.
Trigger
Instant
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New Incoming Call
Triggers for a new incoming call
Trigger
Instant
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New Appointment
Triggers when a new appointment is scheduled via JustCall Appointment Scheduler (Public Calendar)
Trigger
Polling
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[Legacy] Call Ended
Triggers when a call ends and gets logged in your JustCall call logs. (For voicemails use New Voicemail trigger)
Trigger
Polling
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SMS Sent or Received
Triggers when a new text is sent from (or received on) your JustCall numbers
Trigger
Instant
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New Voicemail
Triggers whenever there is a new voicemail
Trigger
Instant
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SMS Delivery Status Updated
Triggers when an outgoing SMS gets delivered
Trigger
Instant
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SMS Sent
Triggers when an SMS is sent via JustCall (outgoing only)
Trigger
Instant
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[Legacy] Call Updated
Triggers when you add/update notes and disposition codes for a particular call
Trigger
Instant
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- CampaignRequired
- PhoneRequired
- First Name
- Last Name
- Email
Action
Write
- AI Agent IDRequired
- Contact NumberRequired
- Has ConsentRequired
- Dynamic Variables
Action
Write
- Customer/Client NumberRequired
- JustCall Number
Action
Write
- Campaign IDRequired
- PhoneRequired
Action
Write
- To NumberRequired
- FromRequired
- BodyRequired
- Date & TimeRequired
- Offset (in minutes)
Action
Write
- To NumberRequired
- FromRequired
- BodyRequired
Action
Write
- Contact idRequired
- First NameRequired
- Last Name
- Phone NumberRequired
- Email
- Company
- Notes
- Other Phone Label
- Other Phone Number
Action
Write
- phoneRequired
Action
Search

About BrokerEngine

BrokerEngine is a mortgage broker software that boosts revenue and saves time with automation and workflows for high-value activities.

Learn more

Related categories

CRM (Customer Relationship Management)

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Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About JustCall

JustCall helps sales and support teams to connect easily with their leads & customers. We provide a cloud based service that allows you to make calls and send text messages.

Learn more

Related categories

Phone & SMS

BrokerEngine + JustCall

Create new JustCall contacts from new BrokerEngine contacts

Card Date Changed

New Card on Board

New Deal Created

New Lead Created

New Task Created

Contact Untagged

New Card

AI Voice Agent Data Generated for Call

Call Answered

Call Initiated

[Legacy] Incoming Call

Incoming Caller Exits Queue

Missed Call

Call Completed

New Contact

[Legacy] New Text

Call AI Report Generated (Sales Dialer)

SMS Received

Call Updated

[Legacy] Add to Sales Dialer Campaign

Get Voice Agent Data

[Legacy] Check for Text Replies

Create Contact

[Legacy] Send a Multimedia Text Message

Send a Multi-Media Message

Send a Text Message

Find Contact

Financevault Document Request Done

New Contact Created

New Financevault Document Request

Contact Tagged

Stage Changed

Contact Updated

Search Referrer

Call AI Report Generated

Call Completed (Sales Dialer)

Call Updated (Sales Dialer)

Incoming Caller Enters Queue

New Incoming Call

New Appointment

[Legacy] Call Ended

SMS Sent or Received

New Voicemail

SMS Delivery Status Updated

SMS Sent

[Legacy] Call Updated

Add Contact to Sales Dialer Campaign

Create AI Voice Agent Call

Check Reply to SMS

Delete Contact From Sales Dialer Campaign

Schedule a Text Message

[Legacy] Send a Text Message

Update Contact

Find Contact in Sales Dialer

About BrokerEngine

Related categories

Similar apps

Zapier Forms

About JustCall

Related categories