BrokerEngine + Wix

Create new BrokerEngine cards from new Wix forms

Create new cards in BrokerEngine swiftly whenever a form is submitted in Wix. This workflow helps you save time on manual data entry and ensures that all the form responses are recorded accurately in BrokerEngine for further processing. Enhance your workflow, reduce potential errors, and stay organized with this seamless integration.

When this happens...
Forms
Triggers when a form is submitted.
TriggerInstant
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New Card
Triggers when a new lead is created.
ActionWrite

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Supported triggers and actions

- Copy Field Install App Help Text
Trigger
Instant
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- Copy Field Install App Help Text
- Event startsRequired
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Instant
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- Copy Field Install App Help Text
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Instant
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- Copy Field Install App Help Text
Trigger
Instant
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- Copy Field Install App Help Text
Trigger
Instant
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- Copy Field Install App Help Text
Trigger
Instant
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- Copy Field Install App Help Text
Trigger
Instant
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- Copy Field Install App Help Text
Trigger
Instant
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- Copy Field Install App Help Text
Trigger
Instant
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- Copy Field Install App Help Text
Trigger
Instant
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- Copy Field Install App Help Text
Trigger
Instant
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Financevault Document Request Done
Triggers when client clicks "Done" in a FinanceVault document request.
Trigger
Instant
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New Contact Created
Triggers when a new contact is created.
Trigger
Instant
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New 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.
Trigger
Instant
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- Subscribed Tags
Trigger
Instant
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- From Stage
- To Stage
Trigger
Instant
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Contact Updated
Triggers when a contact is updated.
Trigger
Instant
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- Referrer Email
Action
Search

- Copy Field Install App Help Text
Trigger
Instant
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- Copy Field Install App Help Text
Trigger
Instant
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- Copy Field Install App Help Text
Trigger
Instant
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- Copy Field Install App Help Text
Trigger
Instant
Try It
- Copy Field Install App Help Text
Trigger
Instant
Try It
- Copy Field Install App Help Text
Trigger
Instant
Try It
- Copy Field Install App Help Text
Trigger
Instant
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- Copy Field Install App Help Text
Trigger
Instant
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- Copy Field Install App Help Text
Trigger
Instant
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- Copy Field Install App Help Text
Trigger
Instant
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- Date Field
Trigger
Instant
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New Card on Board
Triggers when a new card on a specific board or regardless of board is created.
Trigger
Instant
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New Deal Created
Triggers when a new deal is created.
Trigger
Instant
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New Lead Created
Triggers when a new lead is created.
Trigger
Instant
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New Task Created
Triggers when a new task is created for a loan or a contact.
Trigger
Instant
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- Subscribed Tags
Trigger
Instant
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- Card NameRequired
- BrokerRequired
- BoardRequired
- StageRequired
- Assigned Team
- BrandRequired
- Loan Purpose
- LenderRequired
- Base Loan Amount
- Card Tags
- Note
- Custom Text 1
- Custom Text 2
- Custom Text 3
- Custom Text 4
- Custom Text 5
- First NameRequired
- Last NameRequired
- Preferred Name
- EmailRequired
- Birthday
- Mobile Phone Number
- Home Phone Number
- Office Phone Number
- Fax Phone Number
- Street Address 1
- Street Address 2
- City / Town / Suburb
- Postcode
- State / Region
- Country
- Same as Home Address
- Street Address 1
- Street Address 2
- City / Town / Suburb
- Postcode
- State / Region
- Country
- Primary Applicant's Tags
- Primary Applicant's Lead Source
- First Name
- Last Name
- Email
- Custom Text 1
- Custom Text 2
- Custom Text 3
- Custom Text 4
- Custom Text 5
- First Name
- Last Name
- Preferred Name
- Email
- Birthday
- Mobile Phone Number
- Home Phone Number
- Office Phone Number
- Fax Phone Number
- Street Address 1
- Street Address 2
- City / Town / Suburb
- Postcode
- State / Region
- Country
- Same As Home Address
- Street Address 1
- Street Address 2
- City / Town / Suburb
- Postcode
- State / Region
- Country
- Coapplicant's Tags
- Coapplicant's Lead Source
- First Name
- Last Name
- Email
- Custom Text 1
- Custom Text 2
- Custom Text 3
- Custom Text 4
- Custom Text 5
- Team Roles (Role Name - Assignee Email)
Action
Write

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