How to connect K Factors + TotalBrokerage
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Choosing a widget will trigger on all new notifications on that widget.
Enter key-value pair (ex.: name: Joe Doe)
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
Triggers when a new account is created in your brokerage.Try ItTriggerInstant
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
How K Factors + TotalBrokerage Integrations Work
- Step 1: Authenticate K Factors and TotalBrokerage.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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