BrokerEngine Birdeye

Request reviews from new customers

When a deal is won in BrokerEngine, send a review request from Birdeye.

Try:

See all BrokerEngine + Birdeye integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

BrokerEngine Explore BrokerEngine →

Triggers
New contact or lead

Fires when a new contact or lead is added to BrokerEngine.

Contact updated

Fires when a field on a contact changes in BrokerEngine.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in BrokerEngine.

Deal won

Fires when a deal is marked won in BrokerEngine.

Actions
Create or update contact

Creates or updates a contact in BrokerEngine.

Create deal

Creates a new deal in BrokerEngine.

Update record stage

Moves a deal or record to a new stage in BrokerEngine.

Log activity

Logs a call, email, or note against a record in BrokerEngine.

Birdeye Explore Birdeye →

Triggers
New review

Fires when a customer leaves a new review in Birdeye.

Review updated

Fires when a review is edited or answered in Birdeye.

New survey response

Fires when a customer answers a feedback survey in Birdeye.

Actions
Send a review request

Invites a customer to leave a review with Birdeye.

Create or update a customer

Adds or updates a customer contact in Birdeye.

Reply to a review

Posts a public reply to a review in Birdeye.

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

See all BrokerEngine + Birdeye integrations →  ·  Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Request reviews from new customers” between BrokerEngine and Birdeye?

Yes — describe it in the box above and Knit's Integrations Agent researches BrokerEngine and Birdeye's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to 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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