BrokerEngine + Microsoft SharePoint
Create sharepoint list items for new deals in BrokerEngine
Streamline your workflow between BrokerEngine and Microsoft SharePoint with this efficient automation. Whenever a new deal is created in BrokerEngine, a corresponding list item is promptly made in SharePoint. This way, you can smoothly manage your deals and never miss adding them to your SharePoint list providing you an organized and seamless business operation.
Streamline your workflow between BrokerEngine and Microsoft SharePoint with this efficient automation. Whenever a new deal is created in BrokerEngine, a corresponding list item is promptly made in SharePoint. This way, you can smoothly manage your deals and never miss adding them to your SharePoint list providing you an organized and seamless business operation.
- When this happens...New Deal Created
Triggers when a new deal is created.
- automatically do this!Create List Item
Creates a new item on a list.
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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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