BrokerEngine + Podium Integrations, Built by an AI Agent
Put BrokerEngine + Podium to work with AI and enterprise-grade automation
Learn more about BrokerEngine integrations or talk to a human
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Workflows you can build between BrokerEngine and Podium
See the kind of workflows teams build with BrokerEngine and Podium below — describe the exact one you want above and the Agent builds it on demand.
BrokerEngine + Podium
When a new deal is created in BrokerEngine, sync customer details to Podium for SMS communication.
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Send text messages to newly created leads
When a new lead is created in BrokerEngine, automatically send a welcome SMS via Podium to establish immediate contact.
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Log inbound calls and missed calls in CRM
When an inbound call or missed call occurs in Podium, automatically log the activity on the contact's record in BrokerEngine.
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Dispatch text confirmations on won deals
When a deal is won in BrokerEngine, send an automated SMS via Podium to confirm details with the client.
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Browse the full workflow library →
Looking to achieve something else with BrokerEngine and Podium?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for BrokerEngine and Podium
Everything BrokerEngine and Podium 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.
TriggersTriggers when a card date field has changed.
Triggers when client clicks "Done" in a FinanceVault document request.
Triggers when a new card on a specific board or regardless of board is created.
Triggers when a new contact is created.
Triggers when a new deal is created.
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.
Creates a new card on the board that you choose.
Podium Explore Podium →
Podium is a local business messaging platform that aggregates customer communications, text messages, online reviews, and payments into one inbox.
TriggersTriggers when a campaign is created.
Triggers when a new invoice is created.
Triggers when an invoice is paid by the contact via the invoice link. Marking an invoice as paid in the app will not fire this trigger.
Triggers when there is a refund on an invoice.
Triggers when a customer submits a review for your business from a Podium review invite.
Triggers when a new review invite is created.
Cancel an invoice.
Creates a new invoice.
Process a single event by the data feed. *Warning: This is an advanced action and you must work with support@podium.com to configure.
Process a list of events by the data feed . *Warning: This is an advanced action and you must work with support@podium.com to configure.
Refund an amount on an invoice
Send a Message.
Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
1FIT
A fitness management platform that provides users with access to multiple gyms and sports facilities under a single membership.
ABC GymSales
ABC GymSales is a sales automation and lead management tool designed specifically for health clubs and commercial fitness centers.
ABC Sales AI
ABC Sales AI is an automated sales enablement platform that assists revenue teams in prospecting, engaging, and managing prospective customer leads.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Other Phone & SMS apps on Knit
Explore more Phone & SMS integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
2Chat
2Chat is a messaging integration platform that enables e-commerce brands to connect WhatsApp accounts to business systems for automated customer support.
46elks
46elks is a developer platform offering cloud telecommunication APIs to send and receive SMS messages, MMS, and manage phone calls.
8x8
8x8 is a cloud communications platform providing voice calling, video conferencing, team messaging, and contact center capabilities.
Abby Connect
Abby Connect is a virtual receptionist and answering service that manages incoming customer phone calls and live website chats.
Adversus Dialer
Adversus Dialer is a cloud-based predictive dialer and contact center platform designed to automate outbound telemarketing calls.
Aircall
Aircall is a cloud-based phone system and call center software integrated with sales and support tools for business communication.
allmysms
allmysms is a mobile messaging platform providing bulk SMS sending, two-way texting, and automated message notification services.
Aloware
A contact center and cloud phone system providing automated calling, texting, and sales dialer capabilities for teams.
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.
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.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
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.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about BrokerEngine + Podium
Is there a pre-built BrokerEngine + Podium automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches BrokerEngine and Podium's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built BrokerEngine or Podium connector?
No. The Agent works whether or not BrokerEngine or Podium 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.
How does connecting BrokerEngine and Podium help track phone communications?
Inbound calls, text messages, and missed calls handled in Podium can automatically log activities or update lead profiles directly inside BrokerEngine.
Can I automate text message follow-ups when deal stages change?
Yes, updating a deal stage in BrokerEngine can prompt Podium to send an automated SMS confirmation or message to the client.