AgentFire + TotalBrokerage

Create new TotalBrokerage contacts from new AgentFire leads

Make the most of your relationships with potential buyers or sellers in real estate when you connect AgentFire and TotalBrokerage. This workflow begins when a new lead is detected in AgentFire, and quickly creates a new contact in your TotalBrokerage account. Get the edge in swiftly scaling your client base without the manual data entry.

When this happens...
New Lead
Triggers when a new lead is captured in the Lead Manager.
TriggerInstant
automatically do this!
Create Contact
Create a contact in your TotalBrokerage CRM.
ActionWrite

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Supported triggers and actions

Lead Assigned to Agent/Office
Triggers when an existing lead is re-assigned to another Agent/Office.
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Instant
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New Lead
Triggers when a new lead is captured in the Lead Manager.
Trigger
Instant
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Page View
Triggers when a page view event is recorded in the Lead Manager.
Trigger
Instant
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- Lead Type
- First Name
- Last Name
- Phone
- Email
- Street Address
- City
- State
- Zip Code
- Country
- Other
- Tags
- Notes
- Hot
- Source ID
- Source URL
- Agent ID
- Office ID
- Meta
Action
Write
- Name
- Email
- Phone
Action
Search

- Name
- Email
- Phone
- Address
Action
Search
Account Created
Triggers when a new account is created in your brokerage.
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Instant
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Account Updated
Triggers when an account in your brokerage is updated.
Trigger
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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Instant
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Contact Created
Triggers when a new contact is created for your brokerage.
Trigger
Instant
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Contacts Imported
Triggers when contacts are mass imported into the CRM.
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Instant
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Activity Added to Transaction
Trigger
Instant
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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.
Trigger
Instant
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Transaction Date Added
Triggers when a new date is added to a transaction.
Trigger
Instant
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Transaction Date Removed
Triggers when a date is removed from a transaction.
Trigger
Instant
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Document Share Viewed
Triggers when the recipient of shared documents for a transaction reviews the documents.
Trigger
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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Instant
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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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Instant
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Transaction Property Updated
Triggers when the property information for a transaction is updated.
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Instant
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Transaction Status Updated
Triggers when the status of a transaction is updated.
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Instant
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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

Lead Marked as Hot
Triggers when an existing lead is marked as Hot in the Lead Manager.
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Instant
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Notes Added to Lead
Triggers when notes are added to an existing lead in the Lead Manager.
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Instant
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Updated Lead
Triggers when an existing lead is updated in the Lead Manager.
Trigger
Instant
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- Lead IDRequired
- Notes
- Hot
- Agent ID
- Office ID
- Meta
Action
Write
- Lead ID
- Name
- Phone
- Email
Action
Search
- Lead ID
- Name
- Phone
- Email
- Lead Type
- First Name
- Last Name
- Phone
- Email
- Street Address
- City
- State
- Zip Code
- Country
- Other
- Tags
- Notes
- Hot
- Source ID
- Source URL
- Agent ID
- Office ID
- Meta
Action
Search or write
Account Enabled/Disabled
Triggers when an account in your brokerage is enabled or disabled.
Trigger
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
Trigger
Instant
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Contact General Information Updated
Triggers when the information in the General Tab for a Contact has been updated.
Trigger
Instant
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Contact Trashed/Untrashed
Triggers when a contact is added to or removed from the trash.
Trigger
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.
Trigger
Instant
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Transaction Created
Triggers when a new transaction is created.
Trigger
Instant
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Transaction Date Updated
Triggers when an existing date on a transaction is updated.
Trigger
Instant
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Documents Shared for Transaction
Triggers when documents are shared for a transaction.
Trigger
Instant
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Transaction Earnest Money Added
Triggers when a new earnest money entry is added to a transaction.
Trigger
Instant
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Transaction Earnest Money Removed
Triggers when an earnest money entry is removed from a transaction.
Trigger
Instant
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Transaction Financials Updated
Triggers when the financial information for a transaction is updated.
Trigger
Instant
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Person Added to Transaction
Triggers when a new person or slot is added to a transaction.
Trigger
Instant
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Person Removed From Transaction
Triggers when a person or slot is removed from a transaction.
Trigger
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.
Trigger
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

About AgentFire

AgentFire is a revolutionary real estate website and marketing platform that helps agents maximize digital opportunities.

Learn more

Related categories

Marketing Automation

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Zapier Interfaces

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

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

AgentFire + TotalBrokerage

Create new TotalBrokerage contacts from new AgentFire leads

Lead Assigned to Agent/Office

New Lead

Page View

Create New Lead

Find Agent

Find Office

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

Lead Marked as Hot

Notes Added to Lead

Updated Lead

Update Lead

Find Lead

Find or Create Lead

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

About AgentFire

Related categories

Similar apps

Zapier Interfaces

About TotalBrokerage

Related categories

Similar apps

Zapier Interfaces