BrokerEngine + touchSMS

BrokerEngine + touchSMS integrations

Create new touchSMS contacts for new BrokerEngine leads

Bridge the gap between your BrokerEngine and touchSMS applications with this simple workflow. When a new lead comes into BrokerEngine, this integration creates a contact in touchSMS immediately. Enhance your customer management process and save time by allowing this automation to handle the mundane task for you. Stay organized and focused on growing your business.

When this happens...
New Lead CreatedTriggers when a new lead is created.
TriggerInstant
automatically do this!
Create ContactAutomatically creates a new contact in touchSMS platform.
ActionWrite

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More things you can do with BrokerEngine and touchSMS

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

- 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
Instant
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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

- Your Virtual Number
Trigger
Instant
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- Number
  Required
- Sender
- Message
  Required
- MMS Subject
  Required
- Media URL
  Required
- Reference
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
- First Name
- Surname
- Email Address
- Mobile Number
  Required
- Group Name
- Update If Exists
Action
Write
- Number
  Required
- Message
  Required
- Reference
- Sender
Action
Write

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 touchSMS

touchSMS is a simple app to send and receive SMS from any application.

Learn moreLearn moreHelpHelp

Related categories

Phone & SMS

Related Zap Templates

Tag contacts in BrokerEngine and create new ones in touchSMS

Send sms in touchSMS when contacts are tagged in BrokerEngine