BrokerEngine Birdeye

BrokerEngine + Birdeye Integrations, Built by an AI Agent

Put BrokerEngine + Birdeye to work with AI and enterprise-grade automation

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See the kind of workflows teams build with BrokerEngine and Birdeye below — describe the exact one you want above and the Agent builds it on demand.

BrokerEngine + Birdeye Trigger review requests in Birdeye when card dates change in BrokerEngine. See details
Request reviews from new customers When a deal is won in BrokerEngine, send a review request from Birdeye. See details
Log reviews on contacts When a new review arrives in Birdeye, update the contact in BrokerEngine. See details
Follow up on low ratings When a low-rated review is posted in Birdeye, create a task in BrokerEngine. See details

Browse the full workflow library →

Looking to achieve something else with BrokerEngine and Birdeye?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for BrokerEngine and Birdeye

Everything BrokerEngine and Birdeye can do inside a workflow — the triggers that start one and the actions that run when it fires.

BrokerEngine Explore BrokerEngine →

A mortgage broker software and workflow platform designed to manage loan applications, customer contacts, and deal pipelines.

Triggers
Card Date Changed

Triggers when a card date field has changed.

Financevault Document Request Done

Triggers when client clicks "Done" in a FinanceVault document request.

New Card on Board

Triggers when a new card on a specific board or regardless of board is created.

New Contact Created

Triggers when a new contact is created.

New Deal Created

Triggers when a new deal is created.

New 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.

Actions
New Card

Creates a new card on the board that you choose.

Birdeye Explore Birdeye →

Birdeye is a customer experience and review management platform that gathers feedback, manages online reputation, and drives local reviews.

Triggers
New Appointment

Triggers when a new appointment is created

Cancel Appointment

Triggers when an appointment is cancelled at Birdeye.

New Canceled Invoice

Triggers when a payment request is canceled in birdeye

Complete Appointment

Triggers when an appointment completes at Birdeye

Confirm Appointment

Triggers when an appointment is confirmed at Birdeye.

New Refund

Triggers when a new refund is created in birdeye

Actions
Create Appointment

Creates new appointments in the BE dashboard.

Create Customer

Creates a new customer for a specified business.

Create Invoice

Creates a new invoice in birdeye when invoice created in quickbooks

Update External Appointment Id in Birdeye

Updates external appointmentId.

Get Contact Details

To get contact information from birdeye using contact Id

Integration Callback

Creates integration if required and updates load date

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Customer Stories

See how leading technology firms are scaling their operations

Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
H
Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
J
Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
A
Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
R
Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

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FAQ

Common questions about BrokerEngine + Birdeye

Is there a pre-built BrokerEngine + Birdeye automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches BrokerEngine and Birdeye's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built BrokerEngine or Birdeye connector?

No. The Agent works whether or not BrokerEngine or Birdeye already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

Can a closed deal trigger a review request?

Yes. When a deal is won or a contact reaches a stage in BrokerEngine, Birdeye can send a review request.

Can reviews be logged on contacts?

When a review arrives in Birdeye, the matching contact in BrokerEngine can be updated with the rating.

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