Tag contacts in BrokerEngine and create new ones in touchSMS
Streamline your communication process with this workflow. When a new contact gets tagged in your BrokerEngine app, it instantly creates a new contact in your touchSMS app. This efficient automation removes the need for manual data entry and ensures your SMS database remains up to date. Take advantage of this process to enhance productivity within your real estate business.
Streamline your communication process with this workflow. When a new contact gets tagged in your BrokerEngine app, it instantly creates a new contact in your touchSMS app. This efficient automation removes the need for manual data entry and ensures your SMS database remains up to date. Take advantage of this process to enhance productivity within your real estate business.
- When this happens...Contact Tagged
Triggers when a contact is tagged.
- automatically do this!Create Contact
Automatically creates a new contact in touchSMS platform.
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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.
Try ItSubscribed Tags
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