Email by Zapier + TotalBrokerage

Send welcome emails to new TotalBrokerage accounts

No time for manual messages? This integration lets you automatically send an onboarding email to a new agent in your company when their TotalBrokerage accounts are created. Customize your message to include some helpful information on helping them get set up to use TotalBrokerage.

When this happens...
Account Created
Triggers when a new account is created in your brokerage.
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Send Outbound Email
Send up to 5 emails per day on Free or Trial Zapier plans, or up to 10 emails per hour on paid Zapier plans from a custom zapiermail.com address.
ActionWrite

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Supported triggers and actions

Account Created
Triggers when a new account is created in your brokerage.
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Account Updated
Triggers when an account in your brokerage is updated.
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Instant
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Contact Action Plan Task Completed
Triggers when an account completes a task in an Action Plan for a contact.
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Contact Created
Triggers when a new contact is created for your brokerage.
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Contacts Imported
Triggers when contacts are mass imported into the CRM.
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Activity Added to Transaction
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Transaction Commissions Unlocked
Triggers when commissions are unlocked for a transaction. When commissions are unlocked, information in the Commission tab can be modified.
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Transaction Date Added
Triggers when a new date is added to a transaction.
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Transaction Date Removed
Triggers when a date is removed from a transaction.
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Document Share Viewed
Triggers when the recipient of shared documents for a transaction reviews the documents.
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Instant
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Transaction Earnest Money Updated
Triggers when an existing earnest money entry in a transaction is updated.
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Instant
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Email Received for Transaction
Triggers when an email is received for a transaction.
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Transaction General Information Updated
Triggers when the information in the General Tab for a Transaction has been updated.
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Instant
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Transaction Person Updated
Triggers when the person at a specific slot in a transaction's People tab is cleared or updated.
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Transaction Property Updated
Triggers when the property information for a transaction is updated.
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Transaction Status Updated
Triggers when the status of a transaction is updated.
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- Transaction IDRequired
- Activity TypeRequired
- Note
Action
Write
- First NameRequired
- Last NameRequired
- Email AddressRequired
- Mobile Phone Number
- Contact Capture Email Address
- OfficesRequired
Action
Write
- Contact IDRequired
- TagsRequired
Action
Write
- Account IDRequired
- First NameRequired
- Last NameRequired
- Email AddressRequired
- Mobile Phone Number
- OfficesRequired
Action
Write
- Contact IDRequired
- First Name
- Last Name
- Nickname
- Company
- Lead Type
- Lead Status
- Lead Source
- Language
- Email Address
- Type
- Phone Number
- Type
- Tags
- Notes
- OwnerRequired
- OfficeRequired
- Lead Route
Action
Write
- First Name
- First Name Criteria
- Last Name
- Last Name Criteria
- Company
- Company Criteria
- Email
- Email Criteria
- Phone
- Phone Criteria
- Lead Type
- Lead Type Criteria
- Lead Status
- Lead Status Criteria
- Lead Source
- Lead Source Criteria
- Language
- Language Criteria
- Owner
- Office
- Tags
- Tags Criteria
- Include Trashed Contacts?
Action
Search
- Contact IDRequired
Action
Search
- Transaction IDRequired
Action
Search
- Transaction IDRequired
Action
Search
- Transaction IDRequired
Action
Search
- Transaction IDRequired
Action
Search
New Inbound Email
Triggers when an email is forwarded to your own custom
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Instant
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- Zap Id
- Free Test Limitation
- ToRequired
- SubjectRequired
- Body (HTML or Plain)Required
- Attachment
- From Name
- Reply To
- Cc
- Bcc
- Force Linebreaks?
- Enable read receipts?
Action
Write

Account Enabled/Disabled
Triggers when an account in your brokerage is enabled or disabled.
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Instant
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Contact Action Plan Activity
Triggers when one of the following occurs: 1) An Action Plan is added to a Contact. 2) An Action Plan is paused or resumed for a Contact. 3) An Action Plan is completed for a Contact.
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Instant
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Activity Added to Contact
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Instant
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Contact General Information Updated
Triggers when the information in the General Tab for a Contact has been updated.
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Instant
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Contact Trashed/Untrashed
Triggers when a contact is added to or removed from the trash.
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Instant
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Transaction Commissions Locked
Triggers when commissions are locked for a transaction. When commissions are locked, the Commission tab is no longer editable.
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Instant
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Transaction Created
Triggers when a new transaction is created.
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Instant
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Transaction Date Updated
Triggers when an existing date on a transaction is updated.
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Instant
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Documents Shared for Transaction
Triggers when documents are shared for a transaction.
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Instant
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Transaction Earnest Money Added
Triggers when a new earnest money entry is added to a transaction.
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Instant
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Transaction Earnest Money Removed
Triggers when an earnest money entry is removed from a transaction.
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Instant
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Transaction Financials Updated
Triggers when the financial information for a transaction is updated.
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Instant
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Person Added to Transaction
Triggers when a new person or slot is added to a transaction.
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Instant
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Person Removed From Transaction
Triggers when a person or slot is removed from a transaction.
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Instant
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Signature Request Updates
Triggers when signatures are requested for a transaction, when documents in a signature request are viewed or signed by the signer, and when a signature request is cancelled.
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Instant
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- Contact IDRequired
- Activity TypeRequired
- Note
Action
Write
- Contact IDRequired
- TagsRequired
Action
Write
- First Name
- Last Name
- Nickname
- Company
- Lead Type
- Lead Status
- Lead Source
- Language
- Notes
- Email Address
- Type
- Phone Number
- Type
- Tags
- Owner
- Office
- Duplicate Check Option
- Send Notification
- Lead Route Name
Action
Write
- Contact IDRequired
- Tags
Action
Write
- Account IDRequired
- EnabledRequired
Action
Write
- Contact IDRequired
- First Name
- Last Name
- Nickname
- Company
- Lead Type
- Lead Status
- Lead Source
- Language
- Email Address
- Type
- Phone Number
- Type
- Tags
- Notes
- Owner
- Office
- Lead Route ID
Action
Write
- Account IDRequired
Action
Search
- Contact IDRequired
Action
Search
- Transaction IDRequired
Action
Search
- Transaction IDRequired
Action
Search
- Transaction IDRequired
Action
Search
- Vendor IDRequired
Action
Search
- Setup Directions
Trigger
Instant
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About Email by Zapier

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.) Have direct access to your own email servers? Check out our IMAP and SMTP services!

Learn more

Related categories

About TotalBrokerage

The only complete Real Estate Brokerage software solution from contact through closing.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Email by Zapier + TotalBrokerage

Send welcome emails to new TotalBrokerage accounts

Account Created

Account Updated

Contact Action Plan Task Completed

Contact Created

Contacts Imported

Activity Added to Transaction

Transaction Commissions Unlocked

Transaction Date Added

Transaction Date Removed

Document Share Viewed

Transaction Earnest Money Updated

Email Received for Transaction

Transaction General Information Updated

Transaction Person Updated

Transaction Property Updated

Transaction Status Updated

Add Activity to Transaction

Create Account

Remove Tags From Contact

Update Account

Update Contact

Find Contact

Get Contact

Get Transaction

Get Transaction Dates

Get Transaction Financials

Get Transaction Property

New Inbound Email

Send Outbound Email

Account Enabled/Disabled

Contact Action Plan Activity

Activity Added to Contact

Contact General Information Updated

Contact Trashed/Untrashed

Transaction Commissions Locked

Transaction Created

Transaction Date Updated

Documents Shared for Transaction

Transaction Earnest Money Added

Transaction Earnest Money Removed

Transaction Financials Updated

Person Added to Transaction

Person Removed From Transaction

Signature Request Updates

Add Activity to Contact

Add Tags to Contact

Create Contact

Set Tags on Contact

Enable/Disable Account

Partial Update Contact

Get Account

Get Contact Tags

Get Transaction Commissions

Get Transaction Earnest Money

Get Transaction People

Get Vendor

New Read Receipt

About Email by Zapier

Related categories

About TotalBrokerage

Related categories

Similar apps

Zapier Interfaces