BrokerEngine + Wix

BrokerEngine + Wix integrations

Create new BrokerEngine cards from new Wix forms

Create new cards in BrokerEngine swiftly whenever a form is submitted in Wix. This workflow helps you save time on manual data entry and ensures that all the form responses are recorded accurately in BrokerEngine for further processing. Enhance your workflow, reduce potential errors, and stay organized with this seamless integration.

When this happens...
FormsTriggers when a form is submitted.
TriggerInstant
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New CardTriggers when a new lead is created.
ActionWrite

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More things you can do with Wix and BrokerEngine

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

- Copy Field Install App Help Text
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- Copy Field Install App Help Text
- Event starts
  Required
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- Copy Field Install App Help Text
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- Copy Field Install App Help Text
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- Copy Field Install App Help Text
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- Copy Field Install App Help Text
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- Copy Field Install App Help Text
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- Copy Field Install App Help Text
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- Copy Field Install App Help Text
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- Copy Field Install App Help Text
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- Copy Field Install App Help Text
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Financevault Document Request Done
Triggers when client clicks "Done" in a FinanceVault document request.
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New Contact Created
Triggers when a new contact is created.
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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.
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- Subscribed Tags
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- From Stage
- To Stage
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Contact Updated
Triggers when a contact is updated.
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- Referrer Email
Action
Search

- Copy Field Install App Help Text
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- Copy Field Install App Help Text
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- Copy Field Install App Help Text
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- Copy Field Install App Help Text
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Instant
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- Copy Field Install App Help Text
Trigger
Instant
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- Copy Field Install App Help Text
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Instant
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- Copy Field Install App Help Text
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Instant
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- Copy Field Install App Help Text
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- Copy Field Install App Help Text
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- Copy Field Install App Help Text
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- Date Field
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New Card on Board
Triggers when a new card on a specific board or regardless of board is created.
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New Deal Created
Triggers when a new deal is created.
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New Lead Created
Triggers when a new lead is created.
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New Task Created
Triggers when a new task is created for a loan or a contact.
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- Subscribed Tags
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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

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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The Wix website builder gives businesses of any size the tools to create, manage and grow a fully integrated and dynamic online presence.