Create new cards in BrokerEngine for new Typeform entries
Effortlessly manage your form entries and keep your team in the loop with this seamless workflow between Typeform and BrokerEngine. When a new entry is submitted in Typeform, a new card will be created in BrokerEngine, ensuring all relevant information is organized and easily accessible. Stay organized and save time with this efficient automation.
Effortlessly manage your form entries and keep your team in the loop with this seamless workflow between Typeform and BrokerEngine. When a new entry is submitted in Typeform, a new card will be created in BrokerEngine, ensuring all relevant information is organized and easily accessible. Stay organized and save time with this efficient automation.
- When this happens...New Entry
Triggers when a form is submitted.
- automatically do this!New Card
Triggers when a new lead is created.
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FormRequired
Try ItForm To DuplicateRequired
Choose Workspace To Duplicate This Form In (Leave blank to duplicate in same workspace)
Title of Your Duplicate Form (leave blank for same title)
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
Date Field
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title of your formRequired
Choose Workspace To Create This Form In, leave it blank for default workspace
Form To Update Question inRequired
Please provide list of choices
FormRequired
responses submitted since the specified date and time.
responses submitted until the specified date and time.
search for responses that include the specified string.
search for responses that are complete.
maximum number of responses to fetch (default: 25, max: 1000)
Financevault Document Request Done
Triggers when client clicks "Done" in a FinanceVault document request.
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