BrokerEngine + Microsoft Teams
Notify Microsoft Teams with a chat message when stages change in BrokerEngine
Stay updated in real-time with your BrokerEngine deal stages. With this workflow, whenever a deal stage changes within BrokerEngine, a chat message will instantly be sent in Microsoft Teams. This ensures that your team stays in the loop about all the deal modifications, enhancing coordination and efficiency in your real estate transactions.
Stay updated in real-time with your BrokerEngine deal stages. With this workflow, whenever a deal stage changes within BrokerEngine, a chat message will instantly be sent in Microsoft Teams. This ensures that your team stays in the loop about all the deal modifications, enhancing coordination and efficiency in your real estate transactions.
- When this happens...Stage Changed
Triggers when an application's stage has changed.
- automatically do this!Send Chat Message
Sends a message in an existing chat.
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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.
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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.
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