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Cognito Forms + TotalBrokerage

Cognito Forms + TotalBrokerage

Cognito Forms + TotalBrokerage integrations

Create TotalBrokerage contacts from new Cognito Forms entries

Effortlessly manage your contacts with this streamlined workflow between Cognito Forms and TotalBrokerage. When a new entry is submitted in Cognito Forms, a contact will be created in TotalBrokerage, ensuring your contact list stays up to date without manual data entry. Spend less time entering information and more time growing your business with this seamless automation.

When this happens...
New EntryTriggers when someone fills out your form.
TriggerInstant
automatically do this!
Create ContactCreate a contact in your TotalBrokerage CRM.
ActionWrite

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More things you can do with Cognito Forms and TotalBrokerage

Discover other triggers and actions you can use with Cognito Forms and TotalBrokerage

- Form
  Required
Trigger
Instant
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- Form
  Required
Trigger
Instant
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- Form
  Required
- Id
  Required
Action
Write
- Form
  Required
- Availability Start
- Availability End
- Not Available Message
Action
Write
- Form
  Required
- Entry Id
  Required
- Template Number
  Required
Action
Search

- Form
  Required
- Entry View ID
  Required
- Max Results per Page
- Skip Count
- Return IDs Only
Action
Search
Account Enabled/Disabled
Triggers when an account in your brokerage is enabled or disabled.
Trigger
Instant
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Contact Action Plan Activity
Triggers when one of the following occurs: 1) An Action Plan is added to a Contact. 2) An Action Plan is paused or resumed for a Contact. 3) An Action Plan is completed for a Contact.
Trigger
Instant
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Activity Added to Contact
Trigger
Instant
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Contact General Information Updated
Triggers when the information in the General Tab for a Contact has been updated.
Trigger
Instant
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Contact Trashed/Untrashed
Triggers when a contact is added to or removed from the trash.
Trigger
Instant
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Transaction Commissions Locked
Triggers when commissions are locked for a transaction. When commissions are locked, the Commission tab is no longer editable.
Trigger
Instant
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Transaction Created
Triggers when a new transaction is created.
Trigger
Instant
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Transaction Date Updated
Triggers when an existing date on a transaction is updated.
Trigger
Instant
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Documents Shared for Transaction
Triggers when documents are shared for a transaction.
Trigger
Instant
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Transaction Earnest Money Added
Triggers when a new earnest money entry is added to a transaction.
Trigger
Instant
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Transaction Earnest Money Removed
Triggers when an earnest money entry is removed from a transaction.
Trigger
Instant
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Transaction Financials Updated
Triggers when the financial information for a transaction is updated.
Trigger
Instant
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Person Added to Transaction
Triggers when a new person or slot is added to a transaction.
Trigger
Instant
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Person Removed From Transaction
Triggers when a person or slot is removed from a transaction.
Trigger
Instant
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Signature Request Updates
Triggers when signatures are requested for a transaction, when documents in a signature request are viewed or signed by the signer, and when a signature request is cancelled.
Trigger
Instant
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- Contact ID
  Required
- Activity Type
  Required
- Note
Action
Write
- Contact ID
  Required
- Tags
  Required
Action
Write
- First Name
- Last Name
- Nickname
- Company
- Lead Type
- Lead Status
- Lead Source
- Language
- Notes
- Email Address
- Type
- Phone Number
- Type
- Tags
- Owner
- Office
- Duplicate Check Option
- Send Notification
- Lead Route Name
Action
Write
- Contact ID
  Required
- Tags
Action
Write
- Account ID
  Required
- Enabled
  Required
Action
Write
- Contact ID
  Required
- First Name
- Last Name
- Nickname
- Company
- Lead Type
- Lead Status
- Lead Source
- Language
- Email Address
- Type
- Phone Number
- Type
- Tags
- Notes
- Owner
- Office
- Lead Route ID
Action
Write
- Account ID
  Required
Action
Search
- Contact ID
  Required
Action
Search
- Transaction ID
  Required
Action
Search
- Transaction ID
  Required
Action
Search
- Transaction ID
  Required
Action
Search
- Vendor ID
  Required
Action
Search

- Form
  Required
Trigger
Instant
Try It
- Form
  Required
Action
Write
- Id
  Required
- Form
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Form
  Required
- Id
  Required
Action
Search
Account Created
Triggers when a new account is created in your brokerage.
Trigger
Instant
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Account Updated
Triggers when an account in your brokerage is updated.
Trigger
Instant
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Contact Action Plan Task Completed
Triggers when an account completes a task in an Action Plan for a contact.
Trigger
Instant
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Contact Created
Triggers when a new contact is created for your brokerage.
Trigger
Instant
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Contacts Imported
Triggers when contacts are mass imported into the CRM.
Trigger
Instant
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Activity Added to Transaction
Trigger
Instant
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Transaction Commissions Unlocked
Triggers when commissions are unlocked for a transaction. When commissions are unlocked, information in the Commission tab can be modified.
Trigger
Instant
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Transaction Date Added
Triggers when a new date is added to a transaction.
Trigger
Instant
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Transaction Date Removed
Triggers when a date is removed from a transaction.
Trigger
Instant
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Document Share Viewed
Triggers when the recipient of shared documents for a transaction reviews the documents.
Trigger
Instant
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Transaction Earnest Money Updated
Triggers when an existing earnest money entry in a transaction is updated.
Trigger
Instant
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Email Received for Transaction
Triggers when an email is received for a transaction.
Trigger
Instant
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Transaction General Information Updated
Triggers when the information in the General Tab for a Transaction has been updated.
Trigger
Instant
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Transaction Person Updated
Triggers when the person at a specific slot in a transaction's People tab is cleared or updated.
Trigger
Instant
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Transaction Property Updated
Triggers when the property information for a transaction is updated.
Trigger
Instant
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Transaction Status Updated
Triggers when the status of a transaction is updated.
Trigger
Instant
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- Transaction ID
  Required
- Activity Type
  Required
- Note
Action
Write
- First Name
  Required
- Last Name
  Required
- Email Address
  Required
- Mobile Phone Number
- Contact Capture Email Address
- Offices
  Required
Action
Write
- Contact ID
  Required
- Tags
  Required
Action
Write
- Account ID
  Required
- First Name
  Required
- Last Name
  Required
- Email Address
  Required
- Mobile Phone Number
- Offices
  Required
Action
Write
- Contact ID
  Required
- First Name
- Last Name
- Nickname
- Company
- Lead Type
- Lead Status
- Lead Source
- Language
- Email Address
- Type
- Phone Number
- Type
- Tags
- Notes
- Owner
  Required
- Office
  Required
- Lead Route
Action
Write
- First Name
- First Name Criteria
- Last Name
- Last Name Criteria
- Company
- Company Criteria
- Email
- Email Criteria
- Phone
- Phone Criteria
- Lead Type
- Lead Type Criteria
- Lead Status
- Lead Status Criteria
- Lead Source
- Lead Source Criteria
- Language
- Language Criteria
- Owner
- Office
- Tags
- Tags Criteria
- Include Trashed Contacts?
Action
Search
- Contact ID
  Required
Action
Search
- Transaction ID
  Required
Action
Search
- Transaction ID
  Required
Action
Search
- Transaction ID
  Required
Action
Search
- Transaction ID
  Required
Action
Search

About Cognito Forms

Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.

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About TotalBrokerage

The only complete Real Estate Brokerage software solution from contact through closing.

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