Connect Easybroker and Vertex to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
New Contact Request
Choose an Action
Automatically do this!
- Request a new Action for Vertex
Enable Integrations or automations with these events of Easybroker and Vertex
Enable Integrations or automations with these events of Easybroker and Vertex
Triggers
New Contact
Triggers when a new contact is created.
New Contact Request
Triggers when a new contact request is created.
Actions
List All Contacts
Get all the contacts from Easybroker.
Create a Contact Request
Creates a Contact Request in your EasyBroker account for a lead.
Get Contact Requests
Gets a list of contact requests
Get Contact
Retrieves a specific contact and it's details by it's contact ID
Get Property
Retrieves a specific property and it's details by it's property ID
List All Collaborations
Get all the collaborations from Easybroker.
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Frequently Asked Questions
To start, connect both your Easybroker and Vertex accounts to viaSocket. Once connected, you can set up a workflow where an event in Easybroker triggers actions in Vertex (or vice versa).
Absolutely. You can customize how Easybroker data is recorded in Vertex. This includes choosing which data fields go into which fields of Vertex, setting up custom formats, and filtering out unwanted information.
The data sync between Easybroker and Vertex typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Easybroker and Vertex. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Easybroker
The EasyBroker integration allows you to access your company's properties, register or check potential clients, among other operations.
Learn MoreAbout Vertex
Vertex is a leading provider of comprehensive tax technology solutions, helping businesses manage their tax compliance and streamline their tax processes. With a focus on delivering accurate and efficient tax solutions, Vertex offers a range of services including tax calculation, reporting, and compliance management for various industries.
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