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Email by Zapier + TotalBrokerage

Email by Zapier + TotalBrokerage

Email by Zapier + TotalBrokerage integrations

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.
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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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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.
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Account Updated
Triggers when an account in your brokerage is updated.
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Contact Action Plan Task Completed
Triggers when an account completes a task in an Action Plan for a contact.
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Contact Created
Triggers when a new contact is created for your brokerage.
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Contacts Imported
Triggers when contacts are mass imported into the CRM.
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Activity Added to Transaction
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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.
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Transaction Date Added
Triggers when a new date is added to a transaction.
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Transaction Date Removed
Triggers when a date is removed from a transaction.
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Document Share Viewed
Triggers when the recipient of shared documents for a transaction reviews the documents.
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Transaction Earnest Money Updated
Triggers when an existing earnest money entry in a transaction is updated.
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Email Received for Transaction
Triggers when an email is received for a transaction.
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Transaction General Information Updated
Triggers when the information in the General Tab for a Transaction has been updated.
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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.
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Transaction Property Updated
Triggers when the property information for a transaction is updated.
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Transaction Status Updated
Triggers when the status of a transaction is updated.
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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
- Account_wide_copy
- Email address type
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- Zap_id
- Free_test_limitation
- To
  Required
- Subject
  Required
- Body (HTML or Plain)
  Required
- Attachment
- From_name
- Reply_to
- Cc
- Bcc
- Force Linebreaks?
- Enable read receipts?
Action
Write

Account Enabled/Disabled
Triggers when an account in your brokerage is enabled or disabled.
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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.
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Activity Added to Contact
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Contact General Information Updated
Triggers when the information in the General Tab for a Contact has been updated.
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Contact Trashed/Untrashed
Triggers when a contact is added to or removed from the trash.
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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.
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Transaction Created
Triggers when a new transaction is created.
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Transaction Date Updated
Triggers when an existing date on a transaction is updated.
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Documents Shared for Transaction
Triggers when documents are shared for a transaction.
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Transaction Earnest Money Added
Triggers when a new earnest money entry is added to a transaction.
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Transaction Earnest Money Removed
Triggers when an earnest money entry is removed from a transaction.
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Transaction Financials Updated
Triggers when the financial information for a transaction is updated.
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Person Added to Transaction
Triggers when a new person or slot is added to a transaction.
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Person Removed From Transaction
Triggers when a person or slot is removed from a transaction.
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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.
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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
- Setup Directions
Trigger
Instant
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About Email by Zapier

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.) Have direct access to your own email servers? Check out our IMAP and SMTP services!

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About TotalBrokerage

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

Related categories

CRM (Customer Relationship Management)

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