Create integrations between Ownest and BrightManager to automate any workflow
WHEN THIS HAPPENS
New LeadAUTOMATICALLY DO THIS
No Longer a ClientEndless possibilities
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.
Now it's time for action
An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.
And that's it! You've just created a Zap.
A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.
Connect your tools and unlock the power of automation
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Choose a Trigger
Start here
Start here
Choose an Action
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
New Application
Trigger when a new application is created
Try ItNew Lead
Triggers when a new lead is created.
Try ItQuestionnaireRequired
First nameRequired
Last NameRequired
EmailRequired
PhoneRequired
Date Of BirthRequired
SIN/SSN
Total IncomeRequired
Total Down Payment
Payout Penalty Amount
Property Value
Property Taxes
Mortgage Balance
Mortgage Payment
Existing Mortgage Rate
Address Line 1
Address Line 2
City
Region
Postal Code
Country
Client Created
Triggers when a Client is created within BrightManager.
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