BrokerEngine + Microsoft Outlook
Send emails in Microsoft Outlook when financevault document requests are done in BrokerEngine
Stay on top of your financial document requests with this time-saving workflow. When a Financevault Document Request is marked as done in BrokerEngine, it will trigger an email to be sent via Microsoft Outlook, keeping everyone informed and up-to-date. This automation ensures efficient communication and streamlines your document management process.
Stay on top of your financial document requests with this time-saving workflow. When a Financevault Document Request is marked as done in BrokerEngine, it will trigger an email to be sent via Microsoft Outlook, keeping everyone informed and up-to-date. This automation ensures efficient communication and streamlines your document management process.
- When this happens...Financevault Document Request Done
Triggers when client clicks "Done" in a FinanceVault document request.
- automatically do this!Send Email
Send an email from your Outlook account.
- Free forever for core features
- 14 day trial for premium features & apps
Date Field
Try ItNew Card on Board
Triggers when a new card on a specific board or regardless of board is created.
Try ItNew Deal Created
Triggers when a new deal is created.
Try ItNew Lead Created
Triggers when a new lead is created.
Try It
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.
Try ItNew 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.
Try ItSubscribed Tags
Try It
