Airtable + BrokerEngine
Create new Airtable records whenever new tasks are created in BrokerEngine
Manage your tasks and records efficiently with this integrated workflow. Whenever a new task is created in BrokerEngine, it will correspondingly create a record in Airtable. This seamless automation helps to keep your data organized, saving time and ensuring accuracy without any manual data entry.
Manage your tasks and records efficiently with this integrated workflow. Whenever a new task is created in BrokerEngine, it will correspondingly create a record in Airtable. This seamless automation helps to keep your data organized, saving time and ensuring accuracy without any manual data entry.
- When this happens...New Task Created
Triggers when a new task is created for a loan or a contact.
- 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
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