K Factors + TotalBrokerage Integrations

How to connect K Factors + TotalBrokerage

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Supported triggers and actions

What does this mean?

- Widget id
  Choosing a widget will trigger on all new notifications on that widget.
Trigger
Scheduled
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- Widget idRequired
- DataRequired
  Enter key-value pair (ex.: name: Joe Doe)
Action
Write
Account Enabled/Disabled
Triggers when an account in your brokerage is enabled or disabled.
Trigger
Instant
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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.
Trigger
Instant
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Activity Added to Contact
Trigger
Instant
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Contact General Information Updated
Triggers when the information in the General Tab for a Contact has been updated.
Trigger
Instant
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Contact Trashed/Untrashed
Triggers when a contact is added to or removed from the trash.
Trigger
Instant
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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.
Trigger
Instant
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Transaction Created
Triggers when a new transaction is created.
Trigger
Instant
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Transaction Date Updated
Triggers when an existing date on a transaction is updated.
Trigger
Instant
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Documents Shared for Transaction
Triggers when documents are shared for a transaction.
Trigger
Instant
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Transaction Earnest Money Added
Triggers when a new earnest money entry is added to a transaction.
Trigger
Instant
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Transaction Earnest Money Removed
Triggers when an earnest money entry is removed from a transaction.
Trigger
Instant
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Transaction Financials Updated
Triggers when the financial information for a transaction is updated.
Trigger
Instant
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Person Added to Transaction
Triggers when a new person or slot is added to a transaction.
Trigger
Instant
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Person Removed From Transaction
Triggers when a person or slot is removed from a transaction.
Trigger
Instant
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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.
Trigger
Instant
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- Contact IDRequired
  The contact's unique identifier in TotalBrokerage.
- Activity TypeRequired
  The type of activity to add to the contact.
- Note
  Optional note to display with activity.
Action
Write
- Contact IDRequired
  The ID of the contact to add tags to.
- TagsRequired
  The tags to add to the contact.
Action
Write
- First Name
  The contact's first name.
- Last Name
  The contact's last name.
- Nickname
  The contact's nickname.
- Company
  The name of the company that the contact works for.
- Lead Type
  The type of lead this is.
- Lead Status
  The status for this lead.
- Lead Source
  Where the contact came from.
- Language
  The contact's language.
- Notes
  Optional notes for the contact.
- Email Address
  The email address of the email.
- Type
  The type of email address, e.g. Home, Work
- Phone Number
  The contact's phone number.
- Type
  The type of phone, e.g. Home, Fax, Mobile
- Tags
  Tags to assign to the contact.
- Owner
  The account that the contact will be assigned to.
- Office
  The office that the contact should belong to. Any specified owner for the contact should belong to this office.
- Duplicate Check Option
  Criteria upon which to perform duplicate checks. If a duplicate contact is found, creation of the contact will be rejected.
- Send Notification
  Send notification to owner when adding contact.
- Lead Route Name
  Enter the name of the Lead Route you would like your contact to be routed down.
Action
Write
- Contact IDRequired
  The ID of the contact to set tag(s) on.
- Tags
  The tag(s) to set on the contact.
Action
Write
- Account IDRequired
  The ID of the account to enable/disable.
- EnabledRequired
  The status to set on the account.
Action
Write
- Contact IDRequired
  The contact's unique identifier in TotalBrokerage.
- First Name
  The contact's first name.
- Last Name
  The contact's last name.
- Nickname
  The contact's nickname.
- Company
  The name of the company that the contact works for.
- Lead Type
- Lead Status
- Lead Source
- Language
- Email Address
  The contact's email address.
- Type
  The type of email, e.g. Work.
- Phone Number
  The contact's phone number.
- Type
  The type of phone number this is, e.g. Mobile.
- Tags
- Notes
  Optional notes for this contact.
- Owner
  The account that this contact should be assigned to.
- Office
  The office that this contact should belong to. The contact's owner should belong to this office.
- Lead Route ID
  The ID of the lead route to assign the contact to, if desired.
  Enhanced Lead Routing is required to utilize this field.
Action
Write
- Account IDRequired
  The ID of the account to retrieve.
Action
Search
- Contact IDRequired
  The ID of the contact to retrieve tags for.
Action
Search
- Transaction IDRequired
  The ID of the transaction to retrieve commission information for.
Action
Search
- Transaction IDRequired
  The ID of the transaction to retrieve earnest money information for.
Action
Search
- Transaction IDRequired
  The ID of the transaction to retrieve people for.
Action
Search
- Vendor IDRequired
  The ID of the vendor to retrieve.
Action
Search

- Widget idRequired
- From date
- To date
Action
Write
Account Created
Triggers when a new account is created in your brokerage.
Trigger
Instant
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Account Updated
Triggers when an account in your brokerage is updated.
Trigger
Instant
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Contact Action Plan Task Completed
Triggers when an account completes a task in an Action Plan for a contact.
Trigger
Instant
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Contact Created
Triggers when a new contact is created for your brokerage.
Trigger
Instant
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Contacts Imported
Triggers when contacts are mass imported into the CRM.
Trigger
Instant
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Activity Added to Transaction
Trigger
Instant
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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.
Trigger
Instant
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Transaction Date Added
Triggers when a new date is added to a transaction.
Trigger
Instant
Try It
Transaction Date Removed
Triggers when a date is removed from a transaction.
Trigger
Instant
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Document Share Viewed
Triggers when the recipient of shared documents for a transaction reviews the documents.
Trigger
Instant
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Transaction Earnest Money Updated
Triggers when an existing earnest money entry in a transaction is updated.
Trigger
Instant
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Email Received for Transaction
Triggers when an email is received for a transaction.
Trigger
Instant
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Transaction General Information Updated
Triggers when the information in the General Tab for a Transaction has been updated.
Trigger
Instant
Try It
Transaction Person Updated
Triggers when the person at a specific slot in a transaction's People tab is cleared or updated.
Trigger
Instant
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Transaction Property Updated
Triggers when the property information for a transaction is updated.
Trigger
Instant
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Transaction Status Updated
Triggers when the status of a transaction is updated.
Trigger
Instant
Try It
- Transaction IDRequired
  The transaction's unique identifier in TotalBrokerage.
- Activity TypeRequired
  The type of activity to add to the transaction.
- Note
  Optional note to display with activity.
Action
Write
- First NameRequired
  The account's first name.
- Last NameRequired
  The account's last name.
- Email AddressRequired
  The account's email address.
- Mobile Phone Number
  The account's mobile phone number. Ex. "+1 (561) 555-0123"
- Contact Capture Email Address
  The prefix of the incoming email address for this account to receive emails from contacts and have it stored in their record. If one is not provided, it will be automatically generated.
- OfficesRequired
  The office(s) that the account will belong to.
Action
Write
- Contact IDRequired
  The ID of the contact to remove tag(s) from.
- TagsRequired
  The tag(s) to remove from the contact.
Action
Write
- Account IDRequired
  The ID of the account to update.
- First NameRequired
  The account's first name.
- Last NameRequired
  The account's last name.
- Email AddressRequired
  The account's email address.
- Mobile Phone Number
  The account's mobile phone number. Ex. "+1 (561) 555-0123"
- OfficesRequired
  ID(s) of the office(s) that the account will belong to.
Action
Write
- Contact IDRequired
  The contact's unique identifier in TotalBrokerage.
- First Name
  The contact's first name.
- Last Name
  The contact's last name.
- Nickname
  The contact's nickname.
- Company
  The name of the company that the contact works for.
- Lead Type
- Lead Status
- Lead Source
- Language
- Email Address
  The contact's email address.
- Type
  The type of email, e.g. Work.
- Phone Number
  The contact's phone number.
- Type
  The type of phone number this is, e.g. Mobile.
- Tags
- Notes
  Optional notes for this contact.
- OwnerRequired
  The account that this contact should be assigned to.
- OfficeRequired
  The office that this contact should belong to. The contact's owner should belong to this office.
- Lead Route
  The ID of the lead route to assign the contact to, if desired.
  Enhanced Lead Routing is required to utilize this field.
Action
Write
- First Name
  Search for contacts by their first name.
- First Name Criteria
  Search criteria for first name.
- Last Name
  Search for contacts by their last name.
- Last Name Criteria
  Search criteria for last name.
- Company
  Search for contacts by their company.
- Company Criteria
  Search criteria for company.
- Email
  Search for contacts by their email address.
- Email Criteria
  Search criteria for email address.
- Phone
  Search for contacts by their phone number.
- Phone Criteria
  Search criteria for phone number.
- Lead Type
  Search for contacts by their lead type.
- Lead Type Criteria
  Search criteria for lead type.
- Lead Status
  Search for contacts by their lead status.
- Lead Status Criteria
  Search criteria for lead status.
- Lead Source
  Search for contacts by their lead source.
- Lead Source Criteria
  Search criteria for lead source.
- Language
  Search for contacts by their language.
- Language Criteria
  Search criteria for language.
- Owner
  Search for contacts by the account that they belong to.
- Office
  Search for contacts by the office that they belong to.
- Tags
  Search for contacts by tags that they should or should not have.
- Tags Criteria
  Search criteria for tags.
- Include Trashed Contacts?
  Should trashed contacts be included in search?
Action
Search
- Contact IDRequired
  The ID of the contact to retrieve.
Action
Search
- Transaction IDRequired
  The ID of the transaction to retrieve.
Action
Search
- Transaction IDRequired
  The ID of the transaction to retrieve dates for.
Action
Search
- Transaction IDRequired
  The ID of the transaction to retrieve financial information for.
Action
Search
- Transaction IDRequired
  The ID of the transaction to retrieve property information for.
Action
Search

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.

Connect apps

Connect K Factors + TotalBrokerage

About K Factors

Use K Factors to create notification widgets that convert.

Related categories

Ads & Conversion

About TotalBrokerage

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

Related categories

CRM (Customer Relationship Management)

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K Factors + TotalBrokerage Integrations

How to connect K Factors + TotalBrokerage

Connect your apps and automate workflows

New Notification

Widget id

Post Widget Data

Widget idRequired

DataRequired

Account Enabled/Disabled

Contact Action Plan Activity

Activity Added to Contact

Contact General Information Updated

Contact Trashed/Untrashed

Transaction Commissions Locked

Transaction Created

Transaction Date Updated

Documents Shared for Transaction

Transaction Earnest Money Added

Transaction Earnest Money Removed

Transaction Financials Updated

Person Added to Transaction

Person Removed From Transaction

Signature Request Updates

Add Activity to Contact

Contact IDRequired

Activity TypeRequired

Note

Add Tags to Contact

Contact IDRequired

TagsRequired

Create Contact

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

Set Tags on Contact

Contact IDRequired

Tags

Enable/Disable Account

Account IDRequired

EnabledRequired

Partial Update Contact

Contact IDRequired

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

Get Account

Account IDRequired

Get Contact Tags

Contact IDRequired

Get Transaction Commissions