Integrate TotalBrokerage with Retently

Trigger NPS/CSAT surveys after closing a real estate transaction or significant account updates, sync customer contact details and transaction history with Retently, and use feedback scores to enhance customer service and retention strategies.

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About TotalBrokerage

TotalBrokerage is a real estate brokerage management platform that allows users to manage accounts, contacts, and transactions, and track activities related to these components.

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TotalBrokerage to Retently

1

Account Created

Triggers when a new account is created in your brokerage.
2

Account Updated

Triggers when an account in your brokerage is updated.
3

Contact Action Plan Task Completed

Triggers when an account completes a task in an Action Plan for a contact.
4

Contact Created

Triggers when a new contact is created for your brokerage.
5

Contacts Imported

Triggers when contacts are mass imported into the CRM.
6

Activity Added to Transaction

Triggers when a new activity is added to a transaction.
7

Transaction Commissions Unlocked

Triggers when commissions are unlocked for a transaction.
8

Transaction Date Added

Triggers when a new date is added to a transaction.
9

Transaction Date Removed

Triggers when a date is removed from a transaction.
10

Document Share Viewed

Triggers when the recipient of shared documents for a transaction reviews the documents.
11

Transaction Earnest Money Updated

Triggers when an existing earnest money entry in a transaction is updated.
12

Email Received for Transaction

Triggers when an email is received for a transaction.
13

Transaction General Information Updated

Triggers when the information in the General Tab for a Transaction has been updated.
14

Transaction Person Updated

Triggers when the person at a specific slot in a transaction's People tab is cleared or updated.
15

Transaction Property Updated

Triggers when the property information for a transaction is updated.
16

Transaction Status Updated

Triggers when the status of a transaction is updated.
17

Account Enabled/Disabled

Triggers when an account in your brokerage is enabled or disabled.
18

Contact Action Plan Activity

Triggers when an Action Plan is added, paused, resumed, or completed for a Contact.
19

Activity Added to Contact

Triggers when a new activity is added to a contact.
20

Contact General Information Updated

Triggers when the information in the General Tab for a Contact has been updated.
21

Contact Trashed/Untrashed

Triggers when a contact is added to or removed from the trash.
22

Transaction Commissions Locked

Triggers when commissions are locked for a transaction.
23

Transaction Created

Triggers when a new transaction is created.
24

Transaction Date Updated

Triggers when an existing date on a transaction is updated.
25

Documents Shared for Transaction

Triggers when documents are shared for a transaction.
26

Transaction Earnest Money Added

Triggers when a new earnest money entry is added to a transaction.
27

Transaction Earnest Money Removed

Triggers when an earnest money entry is removed from a transaction.
28

Transaction Financials Updated

Triggers when the financial information for a transaction is updated.
29

Person Added to Transaction

Triggers when a new person or slot is added to a transaction.
30

Person Removed From Transaction

Triggers when a person or slot is removed from a transaction.
31

Signature Request Updates

Triggers when signatures are requested for a transaction and documents in a signature request are viewed or signed.
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Retently to TotalBrokerage

1

Add Activity to Transaction

Adds a new activity to a transaction.
2

Create Account

Creates an account.
3

Remove Tags From Contact

Removes the specified tag(s) from a contact, if they exist.
4

Update Account

Updates an account.
5

Update Contact

Updates a contact.
6

Find Contact

Finds the most recent contact matching the specified search criteria.
7

Get Contact

Retrieves a contact by ID.
8

Get Transaction

Retrieves the general information for a transaction by ID.
9

Get Transaction Dates

Retrieves all the dates for a transaction.
10

Get Transaction Financials

Retrieves all the financial information for a transaction.
11

Get Transaction Property

Retrieves the property information for a transaction.
12

Add Activity to Contact

Adds a new activity to a contact.
13

Add Tags to Contact

Adds the specified tag(s) to a contact.
14

Create Contact

Creates a contact in your TotalBrokerage CRM.
15

Set Tags on Contact

Sets the specified tag(s) on a contact, replacing any currently existing tags.
16

Enable/Disable Account

Enables or disables an account in your brokerage.
17

Partial Update Contact

Partially updates the contact details.
18

Get Account

Retrieves an account by ID.
19

Get Contact Tags

Gets all the tags associated with the specified contact.
20

Get Transaction Commissions

Retrieves all the commission information for a transaction.
21

Get Transaction Earnest Money

Retrieves the earnest money information for a transaction.
22

Get Transaction People

Gets all the contacts, vendors, and accounts in the People tab of a Transaction.
23

Get Vendor

Retrieves a vendor by ID.

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