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Synchronize Broker Sumo & Asana for Seamless Transaction Tracking

Efficiently manage transaction deadlines and updates by integrating Broker Sumo with Asana or Trello using n8n. Automate task creation and status updates to keep all stakeholders informed and increase client satisfaction.

When a New Transaction Created
Solution
1. New Transaction Monitoring

Detect when a new transaction is created.

Create a Task in Project Management
Solution
2. Generate Corresponding Task

Automatically create a task for new transactions.

Assign a Deadline
Solution
3. Set Transaction Deadline

Assign deadlines to new tasks on creation.

Assign Agent to Task
Solution
4. Assign Responsible Agent

Assign transaction responsibility to the correct agent.

Sync Status Updates
Solution
5. Update Transaction Status

Keep status updates synchronized with Broker Sumo.

- Repeat -

Automation Benefits

Key Benefits of Automation

Leverage automation to enhance your transaction management process.

Improved Client Communication

Ensure seamless communication with clients through consistent and timely updates.

Enhanced Task Accuracy

Tasks are accurately logged and assigned, eradicating human errors.

Time Saving

Significantly reduce the time spent on managing and updating tasks manually.

Increased Transparency

Provide stakeholders with clear insight into transaction progress.

Improved Efficiency

Streamline processes, allowing more transactions to be handled with ease.

Scalability

Effortlessly scale operations without increasing overhead.

Features

Essential Automation Features

Streamline your transaction processes with these key features.

  • 1
    Automatic Task Creation

    Instantly create tasks in Asana/Trello when new transactions are logged in Broker Sumo.

  • 2
    Real-Time Status Syncing

    Ensure all stakeholders have up-to-date information with automatic status synchronization between platforms.

  • 3
    Deadline Management

    Never miss a deadline again with automatic deadline assignments for each transaction.

Feature

Outcomes

Achieved Business Outcomes

Experience significant improvements in processing transactions seamlessly.

25%
Increase in Client Satisfaction
50%
Reduction in Missed Deadlines
40%
Efficiency in Task Management

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FAQ

Commonly Asked Questions

Answers to frequent questions about Broker Sumo and Project Management tool integration.

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Pricing Plans

Our pricing plans

Choose a plan that is suitable for your needs.

One-Time
One-time Fee

Pay once for build out.

  • Custom project build (template / blueprint)

  • You choose platform (n8n, Zapier or Make)

  • Follows your requirements

  • Integrates with your systems

  • Paid after build maintenance

  • No recurring charges monthly

Build Fee + Maintenance Fee
from 300$/month

Pay for build + lower recurring maintenance fee.

  • Custom project build

  • We choose best platform

  • Follows your requirements

  • Integrates with your systems

  • Maintenance, priority email / Slack support

  • Monthly recurring charges, 3+ months contract

Recurring
from $600/month

Use our pre-built solution with no changes.

  • Existing solution access (no source code)

  • No platform selection

  • Integrates as described / documented

  • Integrates with specific systems and software

  • Maintenance, priority email / Slack support

  • Monthly recurring, 3+ months contract required