Brokerage Enterprise Suite

Webform submission → create/update CRM contact → send instant email + SMS response within 60 seconds. The foundational template used by 6 of 10 verticals.

• Receives form submissions or data via webhook
• Creates or updates the contact in your CRM
• Sends an automated email notification
• Sends an SMS notification

Automatically captures data from your forms or website and manages your contacts in your CRM. Runs on n8n, Make, Zapier, Power Automate, and Pabbly — connects Webhook, Code, Slack with one-time pricing and no subscription.

• Receives form submissions or data via webhook
• Captures and qualifies leads
• Evaluates conditions to determine next steps

Multi-channel appointment reminders sent at configurable intervals (24h, 2h, 15min before) via SMS and email. Reduces no-shows by 25-30%.

• Runs on a scheduled basis to check for updates
• Performs: Fetch Upcoming Appointments
• Evaluates conditions to determine next steps
• Sends an SMS reminder
• Sends a reminder email

Automates document signing workflow: sends document for e-signature, tracks status, triggers follow-up actions upon completion (CRM update, email confirmation, file storage, task creation).

• Receives form submissions or data via webhook
• Manages document collection or requests
• Manages electronic signature workflows
• Triggered by Monitor Signature Status (Poll/Event)
• Performs: Check if All Signed

Multi-step onboarding triggered by payment/checkout completion: welcome email, account setup, resource delivery, intro call scheduling, and team notification.

• Receives form submissions or data via webhook
• Processes or retries payment
• Creates or updates the contact in your CRM
• Sends an automated email notification
• Schedules follow-up actions

Automatically captures data from your forms or website and manages your contacts in your CRM. Runs on n8n, Make, Zapier, Power Automate, and Pabbly — connects Webhook, Delay, Scheduler with one-time pricing and no subscription.

• Receives form submissions or data via webhook
• Creates and manages service jobs
• Waits for a specified delay before continuing
• Sends a review request email
• Sends an SMS notification

Automatically manages your contacts in your CRM and tracks data in Google Sheets. Runs on n8n, Make, Zapier, Power Automate, and Pabbly — connects Scheduler, Code, Google Sheets with one-time pricing and no subscription.

• Runs on a scheduled basis to check for updates
• Performs: Fetch All Metrics
• Manages contact data in your CRM
• Generates analytics reports
• Processes or retries payment

Calculates and processes commissions for affiliates/partners based on tracked referrals, conversions, and revenue. Handles tiered rates, pending/approved/paid states, and automated payout scheduling.

• Runs on a scheduled basis to check for updates
• Performs: Fetch Approved Commissions
• Performs: Calculate Totals per Partner
• Performs: Create Payout Record
• Processes or retries payment

Automatically manages your contacts in your CRM. Runs on n8n, Make, Zapier, Power Automate, and Pabbly — connects Scheduler, Code, HubSpot with one-time pricing and no subscription.

• Runs on a scheduled basis to check for updates
• Performs: Compute Report Period (start / end)
• Requests a customer review
• Generates and sends an invoice
• Performs: Roll Up Period Totals

Automatically publishes content from a primary source (blog, YouTube, podcast) to multiple social platforms with platform-specific formatting, scheduling, and tracking.

• Receives form submissions or data via webhook
• Extracts and formats content for distribution
• Posts content to Twitter/X
• Posts content to LinkedIn
• Posts content to Facebook