Send welcome emails to new TotalBrokerage accounts
No time for manual messages? This integration lets you automatically send an onboarding email to a new agent in your company when their TotalBrokerage accounts are created. Customize your message to include some helpful information on helping them get set up to use TotalBrokerage.
No time for manual messages? This integration lets you automatically send an onboarding email to a new agent in your company when their TotalBrokerage accounts are created. Customize your message to include some helpful information on helping them get set up to use TotalBrokerage.
- When this happens...Account Created
Triggers when a new account is created in your brokerage.
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Account Created
Triggers when a new account is created in your brokerage.
Try ItAccount Updated
Triggers when an account in your brokerage is updated.
Try ItContact Action Plan Task Completed
Triggers when an account completes a task in an Action Plan for a contact.
Try ItContact Created
Triggers when a new contact is created for your brokerage.
Try It
Account Enabled/Disabled
Triggers when an account in your brokerage is enabled or disabled.
Try ItContact 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.
Try ItActivity Added to Contact
Try ItContact General Information Updated
Triggers when the information in the General Tab for a Contact has been updated.
Try It