Dialpad + BrokerEngine Integrations
Put Dialpad + BrokerEngine to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between Dialpad and BrokerEngine
See the kind of workflows teams build with Dialpad and BrokerEngine below — describe the exact one you want above and the Agent builds it on demand.
Dialpad + BrokerEngine
Sync new board cards in BrokerEngine with Dialpad contacts or call logs.
Send text messages to newly created leads
When a new lead is created in BrokerEngine, automatically send a welcome SMS via Dialpad 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 Dialpad, 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 Dialpad to confirm details with the client.
See details
Browse the full workflow library →
Looking to achieve something else with Dialpad and BrokerEngine?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Dialpad and BrokerEngine
Everything Dialpad and BrokerEngine can do inside a workflow — the triggers that start one and the actions that run when it fires.
Dialpad Explore Dialpad →
Dialpad is a cloud communication platform that provides business VoIP calling, text messaging, and AI-powered voice analytics.
TriggersTriggers when a call state changes.
Triggers when an SMS is created
This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
This action creates a new contact in Dialpad with the provided details and optionally assigns it to a specific department or user.
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.
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.
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.
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.
AvidMobile
A mobile marketing platform offering SMS text messaging, mobile coupons, and bulk messaging services for businesses.
Avochato
Avochato is a phone and SMS communications platform that enables businesses to handle customer text messaging and call management.
Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
&Open Gifts
&Open Gifts is a corporate gifting platform that enables businesses to send physical and digital gifts to clients and employees.
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.
Abby Connect
Abby Connect is a virtual receptionist and answering service that manages incoming customer phone calls and live website chats.
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.
Actionstep
Actionstep is a cloud-based law practice management platform that includes legal CRM, matter management, and billing tools.
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 Dialpad + BrokerEngine
Is there a pre-built Dialpad + BrokerEngine automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Dialpad and BrokerEngine's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Dialpad or BrokerEngine connector?
No. The Agent works whether or not Dialpad or BrokerEngine 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 Dialpad help track phone communications?
Inbound calls, text messages, and missed calls handled in Dialpad 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 Dialpad to send an automated SMS confirmation or message to the client.