BrokerEngine + Motion

BrokerEngine + Motion integrations

Create new tasks in Motion for every new task created in BrokerEngine

Streamline your workflow by connecting BrokerEngine and Motion. With this automation, every new task that's created in BrokerEngine will result in a corresponding task being set up in the Motion app. This seamless process ensures you never miss a task and keeps all your work coordinated efficiently. Enjoy a more organized and productive workday.

When this happens...
New Task CreatedTriggers when a new task is created for a loan or a contact.
TriggerInstant
automatically do this!
Create TaskCreates a new Motion Task
ActionWrite

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More things you can do with BrokerEngine and Motion

Discover other triggers and actions you can use with BrokerEngine and Motion

- 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
Trigger
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- Card Name
  Required
- Broker
  Required
- Board
  Required
- Stage
  Required
- Assigned Team
- Brand
  Required
- Loan Purpose
- Lender
  Required
- Base Loan Amount
- Card Tags
- Note
- Custom Text 1
- Custom Text 2
- Custom Text 3
- Custom Text 4
- Custom Text 5
- First Name
  Required
- Last Name
  Required
- Preferred Name
- Email
  Required
- 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

- Workspace ID
  Required
- Project Name
  Required
- Description
- Due Date
- Priority
Action
Write
- Workspace ID
  Required
- Task Name
- Task Description
- Due Date
- Task Duration (minutes)
- Task Status
- Start Date
- Deadline Type
- Schedule
- Priority
Action
Write

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.
Trigger
Instant
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- Subscribed Tags
Trigger
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
- Workspace ID
  Required
- Task Name
  Required
- Schedule
  Required
- Due Date
- Duration (minutes)
- Description
- Priority
- Start Date
- Deadline Type
- Auto Scheduled
Action
Write
- Workspace
  Required
- Include All Statuses
Action
Search

About BrokerEngine

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

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CRM (Customer Relationship Management)

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About Motion

Motion uses artificial intelligence to optimize your and your team’s day. It automatically prioritizes tasks, schedules meetings & resolves calendar conflicts.

Learn moreLearn moreHelpHelp

Related categories

Project Management

Related Zap Templates

Update tasks in Motion when card dates change in BrokerEngine

Related Zap Templates

Update tasks in Motion when card dates change in BrokerEngine