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Formatter by Zapier + TotalBrokerage Integrations

How to connect Formatter by Zapier + TotalBrokerage

Zapier lets you send info between Formatter by Zapier and TotalBrokerage automatically—no code required.

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Supported triggers and actions

What does this mean?
  • Formatter by Zapier triggers, actions, and search
    Date / Time
    Work with dates and times to change formatting or add/subtract time (with line-item support).
    Action
    Write
  • Formatter by Zapier triggers, actions, and search
    Numbers
    Work with numeric data to do math operations, reformat currencies, and more (with line-item support).
    Action
    Write
  • Formatter by Zapier triggers, actions, and search
    Text
    Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
    Action
    Write
  • Formatter by Zapier triggers, actions, and search
    Utilities
    Various utilities like "choose value from list" or "look up in table" (with line-item support).
    Action
    Write
  • TotalBrokerage triggers, actions, and search
    Account Created
    Triggers when a new account is created in your brokerage.
    Trigger
    Instant
  • TotalBrokerage triggers, actions, and search
    Account Enabled/Disabled
    Triggers when an account in your brokerage is enabled or disabled.
    Trigger
    Instant
  • TotalBrokerage triggers, actions, and search
    Account Updated
    Triggers when an account in your brokerage is updated.
    Trigger
    Instant
  • TotalBrokerage triggers, actions, and search
    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
  • TotalBrokerage

    Triggers when an account completes a task in an Action Plan for a contact.

    Instant

    Trigger

  • TotalBrokerage

    Instant

    Trigger

  • TotalBrokerage

    Triggers when a new contact is created for your brokerage.

    Instant

    Trigger

  • TotalBrokerage

    Triggers when the information in the General Tab for a Contact has been updated.

    Instant

    Trigger

  • TotalBrokerage

    Triggers when contacts are mass imported into the CRM.

    Instant

    Trigger

  • TotalBrokerage

    Triggers when a contact is added to or removed from the trash.

    Instant

    Trigger

  • TotalBrokerage

    Instant

    Trigger

  • TotalBrokerage

    Triggers when commissions are locked for a transaction. When commissions are locked, the Commission tab is no longer editable.

    Instant

    Trigger

  • TotalBrokerage

    Triggers when commissions are unlocked for a transaction. When commissions are unlocked, information in the Commission tab can be modified.

    Instant

    Trigger

  • TotalBrokerage

    Triggers when a new transaction is created.

    Instant

    Trigger

  • TotalBrokerage

    Triggers when a new date is added to a transaction.

    Instant

    Trigger

  • TotalBrokerage

    Triggers when an existing date on a transaction is updated.

    Instant

    Trigger

  • TotalBrokerage

    Triggers when a date is removed from a transaction.

    Instant

    Trigger

  • TotalBrokerage

    Triggers when documents are shared for a transaction.

    Instant

    Trigger

  • TotalBrokerage

    Triggers when the recipient of shared documents for a transaction reviews the documents.

    Instant

    Trigger

  • TotalBrokerage

    Triggers when a new earnest money entry is added to a transaction.

    Instant

    Trigger

  • TotalBrokerage

    Triggers when an existing earnest money entry in a transaction is updated.

    Instant

    Trigger

  • TotalBrokerage

    Triggers when an earnest money entry is removed from a transaction.

    Instant

    Trigger

  • TotalBrokerage

    Triggers when an email is received for a transaction.

    Instant

    Trigger

  • TotalBrokerage

    Triggers when the financial information for a transaction is updated.

    Instant

    Trigger

  • TotalBrokerage

    Triggers when the information in the General Tab for a Transaction has been updated.

    Instant

    Trigger

  • TotalBrokerage

    Triggers when a new person or slot is added to a transaction.

    Instant

    Trigger

  • TotalBrokerage

    Triggers when the person at a specific slot in a transaction's People tab is cleared or updated.

    Instant

    Trigger

  • TotalBrokerage

    Triggers when a person or slot is removed from a transaction.

    Instant

    Trigger

  • TotalBrokerage

    Triggers when the property information for a transaction is updated.

    Instant

    Trigger

  • TotalBrokerage

    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.

    Instant

    Trigger

  • TotalBrokerage

    Triggers when the status of a transaction is updated.

    Instant

    Trigger

  • TotalBrokerage

    Add a new activity to a contact.

    Scheduled

    Action

  • TotalBrokerage

    Add a new activity to a transaction.

    Scheduled

    Action

  • TotalBrokerage

    Adds the specified tag(s) to a contact.

    Scheduled

    Action

  • TotalBrokerage

    Create an account.

    Scheduled

    Action

  • TotalBrokerage

    Create a contact in your TotalBrokerage CRM.

    Scheduled

    Action

  • TotalBrokerage

    Remove the specified tag(s) from a contact, if they exist.

    Scheduled

    Action

  • TotalBrokerage

    Set the specified tag(s) on a contact. Any tags that currently exist for the contact will be replaced.

    Scheduled

    Action

  • TotalBrokerage

    Update an account.

    Scheduled

    Action

  • TotalBrokerage

    Enable or disable an account in your brokerage.

    Scheduled

    Action

  • TotalBrokerage

    Scheduled

    Action

  • TotalBrokerage

    Scheduled

    Action

  • TotalBrokerage

    Find the most recent contact matching the specified search criteria.

    Scheduled

    Action

  • TotalBrokerage

    Retrieve an account by ID.

    Scheduled

    Action

  • TotalBrokerage

    Retrieve a contact by ID.

    Scheduled

    Action

  • TotalBrokerage

    Get all the tags associated with the specified contact.

    Scheduled

    Action

  • TotalBrokerage

    Retrieve the general information for a transaction by ID.

    Scheduled

    Action

  • TotalBrokerage

    Retrieve all the commission information for a transaction.

    Scheduled

    Action

  • TotalBrokerage

    Retrieve all the dates for a transaction.

    Scheduled

    Action

  • TotalBrokerage

    Retrieve the earnest money information for a transaction.

    Scheduled

    Action

  • TotalBrokerage

    Retrieve all the financial information for a transaction.

    Scheduled

    Action

  • TotalBrokerage

    Gets all the contacts, vendors, and accounts listed in the People tab of a Transaction.

    Scheduled

    Action

  • TotalBrokerage

    Retrieves the property information for a transaction.

    Scheduled

    Action

  • TotalBrokerage

    Retrieve a vendor by ID.

    Scheduled

    Action

How Formatter by Zapier + TotalBrokerage Integrations Work

  1. Step 1: Authenticate Formatter by Zapier + TotalBrokerage.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

Related categories

  • Documents
  • Zapier
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About TotalBrokerage

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

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