Connect TotalBrokerage to Stan and automate your work
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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.
- 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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