Connect pulsedesk and brokerengine to Build Intelligent Automations
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Frequently Asked Questions
To start, connect both your pulsedesk and brokerengine accounts to viaSocket. Once connected, you can set up a workflow where an event in pulsedesk triggers actions in brokerengine (or vice versa).
Absolutely. You can customize how pulsedesk data is recorded in brokerengine. This includes choosing which data fields go into which fields of brokerengine, setting up custom formats, and filtering out unwanted information.
The data sync between pulsedesk and brokerengine 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 pulsedesk and brokerengine. 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 pulsedesk
Pulsedesk is a helpdesk system with multiple communication options. It lets you automate workflows, analyze and improve the performance of your team.
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About brokerengine
BrokerEngine is the first and only mortgage broker software guaranteed to grow your revenue while working fewer hours, with push-button automation and workflows that free you up to focus on your highest-value activities.
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