BrokerEngine + monday.com
Create new items in monday.com when stages change in BrokerEngine
Streamline your property deal process with this efficient workflow. When a stage change occurs in BrokerEngine, a new item will be immediately created on your monday.com board. This seamless integration simplifies your task management, ensuring you stay updated on the progress of every deal without having to manually transfer data between the two platforms. Keep focused on your clients and let this automation handle your administrative duties.
Streamline your property deal process with this efficient workflow. When a stage change occurs in BrokerEngine, a new item will be immediately created on your monday.com board. This seamless integration simplifies your task management, ensuring you stay updated on the progress of every deal without having to manually transfer data between the two platforms. Keep focused on your clients and let this automation handle your administrative duties.
- When this happens...Stage Changed
Triggers when an application's stage has changed.
- automatically do this!Create Item
Create a new Item in a board
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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
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