kvCORE + TotalBrokerage Integrations
How to connect kvCORE + TotalBrokerage
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Campaign ActionTriggers when a campaign action runs for a specific Zap ID.Trigger- New LeadTriggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).Trigger
- Create Contact (Post)Creates a new contact within an account, optionally assigned to an agent.Action
- Update ContactUpdates a new contact within an account.Action
Account CreatedTriggers when a new account is created in your brokerage.Trigger- Account Enabled/DisabledTriggers when an account in your brokerage is enabled or disabled.Trigger
- Account UpdatedTriggers when an account in your brokerage is updated.Trigger
- Contact Action Plan ActivityTriggers 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
- 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 kvCORE + TotalBrokerage Integrations Work
- Step 1: Authenticate kvCORE 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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