BrokerEngine + Microsoft To Do
Create Microsoft To Do tasks from new BrokerEngine tasks
Effortlessly manage your tasks across platforms with this workflow. When a new task is created in BrokerEngine, it will automatically create a corresponding task in Microsoft To Do, keeping your to-do list updated and ensuring you never miss a deadline. Stay organized and focused on your priorities with this seamless integration.
Effortlessly manage your tasks across platforms with this workflow. When a new task is created in BrokerEngine, it will automatically create a corresponding task in Microsoft To Do, keeping your to-do list updated and ensuring you never miss a deadline. Stay organized and focused on your priorities with this seamless integration.
- When this happens...New Task Created
Triggers when a new task is created for a loan or a contact.
- automatically do this!Create Task
Triggers when a new task is created.
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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.
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
