BrokerEngine + Microsoft SharePoint
Create folders in Microsoft SharePoint for new leads in BrokerEngine
Accelerate your productivity with this workflow connecting BrokerEngine and Microsoft SharePoint. Whenever a new lead is established in BrokerEngine, it instantly prompts the 'New Lead Created' action in SharePoint. This efficiency allows for streamlined organization of lead data, ensuring you're consistently prepared to take on emerging business opportunities.
Accelerate your productivity with this workflow connecting BrokerEngine and Microsoft SharePoint. Whenever a new lead is established in BrokerEngine, it instantly prompts the 'New Lead Created' action in SharePoint. This efficiency allows for streamlined organization of lead data, ensuring you're consistently prepared to take on emerging business opportunities.
- When this happens...New Lead Created
Triggers when a new lead is created.
- automatically do this!Create Folder
List all folders on a site
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Date Field
Try ItNew Card on Board
Triggers when a new card on a specific board or regardless of board is created.
Try ItNew Deal Created
Triggers when a new deal is created.
Try ItNew Lead Created
Triggers when a new lead is created.
Try It
Financevault 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 ItSubscribed Tags
Try It
