Create integrations between TotalBrokerage and Discord to automate any workflow
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
Now it's time for action
And that's it! You've just created a Zap.
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.
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.
- Account Created
Triggers when a new account is created in your brokerage.
Try It - Account Updated
Triggers when an account in your brokerage is updated.
Try It - Contact Action Plan Task Completed
Triggers when an account completes a task in an Action Plan for a contact.
Try It - Contact Created
Triggers when a new contact is created for your brokerage.
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- Account Enabled/Disabled
Triggers when an account in your brokerage is enabled or disabled.
Try It - 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 It - Activity Added to ContactTry It
- Contact General Information Updated
Triggers when the information in the General Tab for a Contact has been updated.
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