BrokerEngine + Zoho Campaigns

Update Zoho Campaigns contacts when stage changes in BrokerEngine

Stay on top of your client database with this dynamic workflow. When there's a stage change in BrokerEngine, it updates or adds a new contact in Zoho Campaigns. This clever automation ensures you always have the latest contact information at your disposal in Zoho Campaigns, saving you the hassle of manual data entry.

When this happens...
Stage Changed
Triggers when an application's stage has changed.
TriggerInstant
automatically do this!
Add/Update Contact
Adds a new contact or updates an existing contact in Zoho Campaigns. Contact will not get any confirmation email to join a mailing list.
ActionWrite

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Supported triggers and actions

- 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

- Select Mailing ListRequired
Trigger
Instant
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- Select Mailing ListRequired
Trigger
Instant
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- Select a Campaign to CloneRequired
- New Campaign NameRequired
Action
Write
- Tag NameRequired
- Contact EmailRequired
Action
Write
- CampaignRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Contact Email AddressRequired
Action
Search
- Contact Email AddressRequired
- Select Mailing ListRequired
- Associate contacts with topics
- Lawful basis
Action
Search or write

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
- Action
- Select Mailing ListRequired
Trigger
Instant
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- Tag NameRequired
- Contact EmailRequired
Action
Write
- Topic
- Campaign NameRequired
- SubjectRequired
- Sender AddressRequired
- Select Mailing List
- Sender Name
Action
Write
- Select Mailing ListRequired
- Contact Email AddressRequired
- Associate contacts with topics
- Lawful basis
Action
Write
- Select Mailing ListRequired
- Contact Email AddressRequired
- Move to Do-Not-Mail
Action
Write
- Campaign NameRequired
Action
Search
- Campaign NameRequired
- Topic
- SubjectRequired
- Sender AddressRequired
- Select Mailing List
- Sender Name
Action
Search or write

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