BrokerEngine + Microsoft Excel
Update Microsoft Excel rows when new stages change in BrokerEngine
When a stage changes in the BrokerEngine app, this workflow will directly add a new row in Microsoft Excel. This seamless integration between BrokerEngine and Excel efficiently keeps track of important changes, helping you keep your Excel records up-to-date without needing to manually input data. This is a smart solution for brokers looking to streamline their work processes and save time on administration.
When a stage changes in the BrokerEngine app, this workflow will directly add a new row in Microsoft Excel. This seamless integration between BrokerEngine and Excel efficiently keeps track of important changes, helping you keep your Excel records up-to-date without needing to manually input data. This is a smart solution for brokers looking to streamline their work processes and save time on administration.
- When this happens...Stage Changed
Triggers when an application's stage has changed.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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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.
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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.
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