BrokerEngine + Motion
Update tasks in Motion when card dates change in BrokerEngine
Manage your tasks efficiently with this BrokerEngine-Motion workflow. When there is a change in the card date within the BrokerEngine application, a new task is instantly created in the Motion application. This streamlines your workflow, ensuring that no task slips through the cracks, and helps you stay on top of all your important dates without manually transferring the information. Let this automation save you time and boost your productivity.
Manage your tasks efficiently with this BrokerEngine-Motion workflow. When there is a change in the card date within the BrokerEngine application, a new task is instantly created in the Motion application. This streamlines your workflow, ensuring that no task slips through the cracks, and helps you stay on top of all your important dates without manually transferring the information. Let this automation save you time and boost your productivity.
- When this happens...Card Date Changed
Triggers when a card date field has changed.
- automatically do this!Create Task
Creates a new Motion Task
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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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