BrokerEngine + Ninja Forms
Create new BrokerEngine cards from new Ninja Forms submissions
Easily manage and streamline your form submissions and card creation process with this simple automation. When a new form is submitted in Ninja Forms, a corresponding card is created in BrokerEngine allowing you to keep track of all submissions seamlessly. This workflow ensures swift communication and efficiency in your tasks, letting you focus on what matters most.
Easily manage and streamline your form submissions and card creation process with this simple automation. When a new form is submitted in Ninja Forms, a corresponding card is created in BrokerEngine allowing you to keep track of all submissions seamlessly. This workflow ensures swift communication and efficiency in your tasks, letting you focus on what matters most.
- When this happens...New Form Submission
Triggers when a form is submitted.
- automatically do this!New Card
Triggers when a new lead is created.
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New Form Submission
Triggers when a form is submitted.
Try ItFinancevault 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 It
