Airtable + BrokerEngine
Create records in Airtable for new deals created in BrokerEngine
Effortlessly record and organize details of every new deal from BrokerEngine in your Airtable. With this handy workflow, whenever a new deal is created in BrokerEngine, corresponding information is diligently recorded in Airtable. This intelligent integration ensures that your data stays consistent across both applications, enhancing your sales tracking activities' efficiency and accuracy.
Effortlessly record and organize details of every new deal from BrokerEngine in your Airtable. With this handy workflow, whenever a new deal is created in BrokerEngine, corresponding information is diligently recorded in Airtable. This intelligent integration ensures that your data stays consistent across both applications, enhancing your sales tracking activities' efficiency and accuracy.
- When this happens...New Deal Created
Triggers when a new deal is created.
- automatically do this!Create Record
Creates a new record with auto-populating fields.
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Date Field
Try ItNew Card on Board
Triggers when a new card on a specific board or regardless of board is created.
Try ItNew Deal Created
Triggers when a new deal is created.
Try ItNew Lead Created
Triggers when a new lead is created.
Try It
Financevault Document Request Done
Triggers when client clicks "Done" in a FinanceVault document request.
Try ItNew Contact Created
Triggers when a new contact is created.
Try ItNew 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.
Try ItSubscribed Tags
Try It
