Send Slack channel messages when new Financevault document requests are done in BrokerEngine
When a client completes a FinanceVault document request in BrokerEngine, you will want to action the request as soon as possible. This Zap will help, automatically sending a message to a specified Slack channel as soon as your client marks a document request "Done" in BrokerEngine. Then your team can jump in and progress the loan application as soon as possible.
When a client completes a FinanceVault document request in BrokerEngine, you will want to action the request as soon as possible. This Zap will help, automatically sending a message to a specified Slack channel as soon as your client marks a document request "Done" in BrokerEngine. Then your team can jump in and progress the loan application as soon as possible.
- When this happens...Financevault Document Request Done
Triggers when client clicks "Done" in a FinanceVault document request.
- automatically do this!Send Channel Message
Triggers when a new message is posted to a specific #channel you choose.
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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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