Calculating your BoldTrail BackOffice records
API Nation Calculating your BoldTrail BackOffice records This article is designed for our BoldTrail BackOffice / Google Drive integration to help you estimate how many records you have to back up, so you can choose the subscription plan that best suits your needs. Below we cover what counts as a record , how to…
SetWave < Boldtrail Backoffice Integration Information
Overview By setting up an integration between Boldtrail Backoffice and SetWave, you'll gain the ability to automate Documents Submitted for Review into SetWave's Audit Reports! Whenever a document is submitted for review in Boldtrail Backoffice, this integration will sync it and its Transactional information over to…
Boldtrail Backoffice > QuickBooks Online Commissions Workflow - Syncing Sales Receipts
When syncing Income objects, you are able to create Sales Receipts inside of QuickBooks Online based on Transactions in Boldtrail Backoffice. Link to Workflow Configurator documentation . Functionality Whenever a Transaction is created or updated in QuickBooks Online, our Workflow will check to see if it passes …
Boldtrail Backoffice > QuickBooks Online Commissions Workflow - Syncing Invoices
When syncing Income objects, you are able to create Invoices inside of QuickBooks Online based on Transactions in Boldtrail Backoffice. Link to Workflow Configurator documentation . Functionality Whenever a Transaction is created or updated in QuickBooks Online, our Workflow will check to see if it passes the Bo…
Boldtrail Backoffice > QuickBooks Online Commissions Workflow - Syncing Checks
When syncing Expense objects, you are able to create Checks inside of QuickBooks Online based on Transactions in Boldtrail Backoffice. Link to Workflow Configurator documentation . Functionality Whenever a Transaction is created or updated in QuickBooks Online, our Workflow will check to see if it passes the Bol…
Boldtrail Backoffice > QuickBooks Online Commissions Workflow - Syncing Deposits
When syncing Income objects, you are able to create Deposits inside of QuickBooks Online based on Transactions in Boldtrail Backoffice. Link to Workflow Configurator documentation . Functionality Whenever a Transaction is created or updated in QuickBooks Online, our Workflow will check to see if it passes the Bo…
Boldtrail Backoffice > QuickBooks Online Commissions Workflow - Syncing Expenses
When syncing Expense objects, you are able to create Expenses inside of QuickBooks Online based on Transactions in Boldtrail Backoffice. Link to Workflow Configurator documentation . Functionality Whenever a Transaction is created or updated in QuickBooks Online, our Workflow will check to see if it passes the B…
Brokermint / Google Calendar FAQ
* What dates from Brokermint am I able to sync to Google Calendar? * How do I setup the integration to only sync my transaction? * What is the difference between a Transaction User and Transaction Contact? * Can I setup the integration to pull dates from transactions I have already closed? * Who is this integrat…
dotloop / Brokermint FAQ
* Can I select which statuses for transactions I would like to sync over rather than all? * Which agent will the transaction be assigned to? * Once the transaction has been sent over to Brokermint, what's next? Can I select which statuses for transactions I would like to sync over rather than all? Yes! …
BoldTrail BackOffice / Google Drive Integration
This integration helps real estate professionals save time, stay organized, and collaborate more effectively by automatically connecting BoldTrail's BackOffice workflows with Google Drive's cloud storage and sharing power. In this article we will cover the following: * How does it work? * Connecting your Ac…
