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Boost Client Satisfaction with Broker Sumo & Asana Integration with Make.com, N8N and Zapier

Your No-code and AI Automation Partner

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

1. New Transaction Monitoring

Detect when a new transaction is created.

Create a Task in Project Management

2. Generate Corresponding Task

Automatically create a task for new transactions.

Assign a Deadline

3. Set Transaction Deadline

Assign deadlines to new tasks on creation.

Assign Agent to Task

4. Assign Responsible Agent

Assign transaction responsibility to the correct agent.

Sync Status Updates

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.

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's 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 required

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

Ready to Move Forward?
Join the automation strategy call

You will get guidance what tools to use for your automation idea.
And high level overview how the process would look like from technical perspective.