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.
- When this happens...Account CreatedTriggers when a new account is created in your brokerage.
- automatically do this!Send Outbound EmailSend up to 5 emails per day on Free or Trial Zapier plans, or up to 10 emails per hour on paid Zapier plans from a custom zapiermail.com address.
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- 14 day trial for premium features & apps
More things you can do with TotalBrokerage and Email by Zapier
Discover other triggers and actions you can use with TotalBrokerage and Email by Zapier
- Account Created
Triggers when a new account is created in your brokerage.
Try ItTriggerInstant - Account Updated
Triggers when an account in your brokerage is updated.
Try ItTriggerInstant - Contact Action Plan Task Completed
Triggers when an account completes a task in an Action Plan for a contact.
Try ItTriggerInstant - Contact Created
Triggers when a new contact is created for your brokerage.
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- Account Enabled/Disabled
Triggers when an account in your brokerage is enabled or disabled.
Try ItTriggerInstant - 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.
Try ItTriggerInstant - Activity Added to ContactTry ItTriggerInstant
- Contact General Information Updated
Triggers when the information in the General Tab for a Contact has been updated.
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