BrokerEngine + Motion
Create new tasks in Motion for every new task created in BrokerEngine
Streamline your workflow by connecting BrokerEngine and Motion. With this automation, every new task that's created in BrokerEngine will result in a corresponding task being set up in the Motion app. This seamless process ensures you never miss a task and keeps all your work coordinated efficiently. Enjoy a more organized and productive workday.
Streamline your workflow by connecting BrokerEngine and Motion. With this automation, every new task that's created in BrokerEngine will result in a corresponding task being set up in the Motion app. This seamless process ensures you never miss a task and keeps all your work coordinated efficiently. Enjoy a more organized and productive workday.
- When this happens...New Task Created
Triggers when a new task is created for a loan or a contact.
- automatically do this!Create Task
Creates a new Motion Task
- Free forever for core features
- 14 day trial for premium features & apps
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
