BrokerEngine + Google Chat
Create Google Chat messages when updated document requests are completed in BrokerEngine
Get notified instantly when a document request is finalized in BrokerEngine. Using this workflow, a message will be created in Google Chat so you can stay updated without needing to constantly check BrokerEngine. It streamlines your financial documentation process, reducing the time you spend juggling between platforms. A great solution for teams seeking a more efficient way to manage document requests.
Get notified instantly when a document request is finalized in BrokerEngine. Using this workflow, a message will be created in Google Chat so you can stay updated without needing to constantly check BrokerEngine. It streamlines your financial documentation process, reducing the time you spend juggling between platforms. A great solution for teams seeking a more efficient way to manage document requests.
- When this happens...Financevault Document Request Done
Triggers when client clicks "Done" in a FinanceVault document request.
- automatically do this!Create Message
Create a message in Hangouts Chat.
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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
