TotalBrokerage integration with Email by Nekton
How to Send welcome emails to new TotalBrokerage accounts
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Send welcome emails to new TotalBrokerage accounts" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate TotalBrokerage integrations
TotalBrokerage actions
Nekton can use any feature that is available in TotalBrokerage API.
Using our advanced AI, you can easily create custom automations for TotalBrokerage.
Here are some typical actions you can do in your automated workflows.
Add Activity to Transaction
Add a new activity to a transaction.
Create Account
Create an account.
Remove Tags From Contact
Remove the specified tag(s) from a contact, if they exist.
Update Account
Update an account.
Update Contact
Find Contact
Find the most recent contact matching the specified search criteria.
About TotalBrokerage
The only complete Real Estate Brokerage software solution from contact through closing.