BrokerEngine + OneDrive
Create OneDrive folders for new stage changes in BrokerEngine
If you find yourself always having to create specific folders in OneDrive to organise clients' documents, this Zapier integration will help! Now when a specific stage change happens in BrokerEngine (e.g. to request documents), this integration will automatically create the required folder(s) in OneDrive automatically.
If you find yourself always having to create specific folders in OneDrive to organise clients' documents, this Zapier integration will help! Now when a specific stage change happens in BrokerEngine (e.g. to request documents), this integration will automatically create the required folder(s) in OneDrive automatically.
- When this happens...Stage Changed
Triggers when an application's stage has changed.
- automatically do this!Create Folder
Creates a new folder.
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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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