BrokerEngine + Cardly

Send cards with Cardly when new contacts are tagged in BrokerEngine

Sending emails and SMS messages is nice, but you may wish to also incorporate physical cards into your customer journeys. With this Zapier integration, adding a tag to a contact in BrokerEngine will cause a card of your chosen design to be printed and sent to the client via Cardly.

When this happens...
Contact Tagged
Triggers when a contact is tagged.
TriggerInstant
automatically do this!
Send a Card
Send a card using a template and selected artwork.
ActionWrite

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Supported triggers and actions

- Date Field
Trigger
Instant
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New Card on Board
Triggers when a new card on a specific board or regardless of board is created.
Trigger
Instant
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New Deal Created
Triggers when a new deal is created.
Trigger
Instant
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New Lead Created
Triggers when a new lead is created.
Trigger
Instant
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New Task Created
Triggers when a new task is created for a loan or a contact.
Trigger
Instant
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- Subscribed Tags
Trigger
Instant
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- Card NameRequired
- BrokerRequired
- BoardRequired
- StageRequired
- Assigned Team
- BrandRequired
- Loan Purpose
- LenderRequired
- Base Loan Amount
- Card Tags
- Note
- Custom Text 1
- Custom Text 2
- Custom Text 3
- Custom Text 4
- Custom Text 5
- First NameRequired
- Last NameRequired
- Preferred Name
- EmailRequired
- Birthday
- Mobile Phone Number
- Home Phone Number
- Office Phone Number
- Fax Phone Number
- Street Address 1
- Street Address 2
- City / Town / Suburb
- Postcode
- State / Region
- Country
- Same as Home Address
- Street Address 1
- Street Address 2
- City / Town / Suburb
- Postcode
- State / Region
- Country
- Primary Applicant's Tags
- Primary Applicant's Lead Source
- First Name
- Last Name
- Email
- Custom Text 1
- Custom Text 2
- Custom Text 3
- Custom Text 4
- Custom Text 5
- First Name
- Last Name
- Preferred Name
- Email
- Birthday
- Mobile Phone Number
- Home Phone Number
- Office Phone Number
- Fax Phone Number
- Street Address 1
- Street Address 2
- City / Town / Suburb
- Postcode
- State / Region
- Country
- Same As Home Address
- Street Address 1
- Street Address 2
- City / Town / Suburb
- Postcode
- State / Region
- Country
- Coapplicant's Tags
- Coapplicant's Lead Source
- First Name
- Last Name
- Email
- Custom Text 1
- Custom Text 2
- Custom Text 3
- Custom Text 4
- Custom Text 5
- Team Roles (Role Name - Assignee Email)
Action
Write

- Restrict to Contact List(s)
Trigger
Instant
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- Restrict to Contact List(s)
Trigger
Instant
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- Restrict to Contact List(s)
Trigger
Instant
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QR Code Scanned
Get notified that a QR code on one of your cards was scanned, along with the details of who the card was sent to.
Trigger
Instant
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- Contact ListRequired
- External Identifier
- First / Full NameRequired
- Last Name
- Email Address
- Company
- Contact AddressRequired
- Contact Address Line 2
- Contact Suburb/CityRequired
- Contact State/Region
- Contact CountryRequired
- Contact ZIP/PostcodeRequired
- Enable Test Mode
Action
Write
- Contact ListRequired
- Cardly Contact Identifier
- External Identifier
- First / Full NameRequired
- Last Name
- Email Address
- Company
- Contact AddressRequired
- Contact Address Line 2
- Contact Suburb/CityRequired
- Contact State/Region
- Contact CountryRequired
- Contact ZIP/PostcodeRequired
- Enable Test Mode
Action
Write
- List NameRequired
- List Description
- Add Custom Fields?
- Enable Test Mode
Action
Write

Financevault Document Request Done
Triggers when client clicks "Done" in a FinanceVault document request.
Trigger
Instant
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New Contact Created
Triggers when a new contact is created.
Trigger
Instant
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New Financevault Document Request
Triggers when a new FinanceVault document request is created. This Zap will only be triggered when the Financevault request is created for the very first time. Subsequent updates to the same Financevault portal will not trigger the Zap.
Trigger
Instant
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- Subscribed Tags
Trigger
Instant
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- From Stage
- To Stage
Trigger
Instant
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Contact Updated
Triggers when a contact is updated.
Trigger
Instant
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- Referrer Email
Action
Search
- Restrict to Contact List(s)
Trigger
Instant
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- Restrict to Contact List(s)
Trigger
Instant
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Gift Card Redeemed
Get notified that a gift in one of your cards was redeemed, along with the details of who the card was sent to.
Trigger
Instant
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- Email AddressRequired
- Enable Test Mode
Action
Write
- Contact ListRequired
- Contact IDRequired
- Enable Test Mode
Action
Write
- Email AddressRequired
- First
- Last Name
- Allow Unrestricted Credit Use
- Allow Saved Credit Card Use
- Enable Test Mode
Action
Write
- Recipient's First NameRequired
- Recipient's Last Name
- Recipient Company
- Recipient CountryRequired
- Recipient AddressRequired
- Recipient Address Line 2
- Recipient Suburb/CityRequired
- Recipient ZIP/PostcodeRequired
- Specify Sender Details
- Hide Sender Address
- Target Arrival Date
- External Order Number
- Enable Test Mode
Action
Write

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