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Painel do Corretor Zapier integrationAutomate Painel do Corretor with Zapier.

The Painel do Corretor Zapier integration gives you 2 triggers and 1 action, with no search step. Both triggers are instant, so a new contact or a new deal in this broker CRM starts a Zap right away, even on the free plan.

See the 3 operations

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Overview

What the Painel do Corretor Zapier integration does for a broker

It links your Painel do Corretor account, a CRM and quotation app built for insurance brokers, to the rest of your tools. A new contact or a new deal can set off work in another app, and a deal can be opened in Painel do Corretor from something that happened elsewhere.

A deal for every new contact. New Contact starts the Zap and Create Deal opens the matching deal, so the opportunity is logged without anyone retyping it after a first call.

A team alert for every new deal. New Deal can feed a message, a spreadsheet row or a to-do in another tool, with the deal already in hand, so whoever prepares quotes hears about it without opening the CRM.

Deals that come from outside the CRM. Put Create Deal after a trigger from another app, a quote form for instance, and each request lands in Painel do Corretor as a deal with its title filled in, ready for a broker to pick up.

What Zapier does not do here: there is no search, so a Zap cannot look up an existing contact or deal. No action edits, moves or deletes a record, and contacts are only read, never created. Past opening a deal, the work stays inside Painel do Corretor. If you are weighing other automation tools, see n8n vs Zapier and Make vs Zapier.

Vocabulary

Zapier words, in plain English

Eight terms come back on every line of this page. Here is what each one means before you open the editor.

Zap
The automation you build on Zapier: one trigger, then one or more actions that run each time the trigger event happens.
Trigger
The event in an app that starts the Zap. Once the Zap is on, Zapier waits for it, here a new contact or a new deal.
Action
What the Zap does once it has started: the step that writes, sends or moves something for you, like opening a deal.
Task
The unit Zapier bills. One task is one action your Zap completes successfully, and your plan counts those.
Polling trigger
A trigger Zapier checks on a timer. It asks the app for new items at a fixed interval and keeps only what it has not seen.
Instant trigger
A trigger the app reports itself. It calls Zapier the moment the event happens, so nothing waits for the next check.
Filter
A step that lets the Zap go on only when what arrived meets the condition you set, and stops it otherwise.
Multi-step Zap
Any Zap beyond one trigger and one action. A second action or a filter makes it one, and it then needs a paid plan.
Cost

What it really costs in tasks

Zapier bills tasks, and only actions that succeed count. The two Painel do Corretor triggers cost nothing, however many contacts or deals come in.

  • New Contact or New Deal firing0 tasks
  • Create Deal that succeeds1 task
  • Free plan100 tasks a month, two-step Zaps
  • Painel do Corretor accessWorks on the free plan

Each Create Deal that goes through is one task, and a failed one is not counted. The free plan gives 100 tasks a month and Zaps of two steps only: one trigger, one action. Add a filter or a second action and the Zap needs a paid plan. Painel do Corretor itself works on the free plan. The interval grid below does not touch this app, since both triggers are instant. A Zap built on New Contact or New Deal reacts right away, free plan included.

Connect

Connect your Painel do Corretor account

  1. 01

    Open Apps in Zapier

    In your Zapier account, open the Apps page and click + Add connection. A connection is your Painel do Corretor account linked once, then reused by every step that needs it.

  2. 02

    Pick Painel do Corretor

    Type Painel do Corretor in the search box of the dialog, select it, then click Add connection. The one prerequisite is an existing account on the app.

  3. 03

    Sign in and grant access

    Sign in to Painel do Corretor in the tab that opens, then grant Zapier access to the account. If the Zap must touch records you do not own, that account also needs read or write access on them.

First Zap

Your first Zap: a deal for each qualified contact

GoalOpen a deal in Painel do Corretor each time a new contact meets your condition.

  1. 01

    Pick the trigger

    Choose Painel do Corretor as the app that starts the Zap, then New Contact as the event, and select the connection you added earlier.

  2. 02

    Test the trigger

    Run the test. Zapier brings back the three most recent contacts of the account, so you build the next steps on a real one rather than on a blank.

  3. 03

    Add a filter

    Click the plus icon, choose Filter, then fill the three boxes: the field to check, the rule and the value. Pick a text rule for text, a number rule for numbers, or it never passes.

  4. 04

    Add Create Deal

    Add Painel do Corretor again as the action app, pick Create Deal, and map Title from what the contact brought back. Title is the only required field.

  5. 05

    Test, then publish

    Test each step once and read what came back, then click Publish to switch the Zap on. The filter makes it a multi-step Zap, so this one runs on a paid plan.

Triggers

Painel do Corretor triggers

2 events start a Zap when something happens in Painel do Corretor, and 2 of them are instant: the app calls Zapier straight away, whatever your plan.

1

New Contact

Instant trigger

In Zapier“Triggers when a new Contact is created.”

Starts your Zap each time a contact is added in Painel do Corretor, then hands that contact to the steps that follow so they can greet, log or qualify it.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
when a new prospect should get a welcome email, a line in a sales sheet or a deal of their own, with nobody copying details by hand.
Watch out
contacts created before the Zap is published never start it, so an existing client list has to be moved some other way.
2

New Deal

Instant trigger

In Zapier“Triggers when a new Deal (Negócio) is created.”

Reacts to every deal (Negócio, in the app's own wording) that appears in Painel do Corretor and passes it on to your actions, ready to be announced or recorded elsewhere.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
to warn whoever prepares quotes, or to keep a pipeline report in another tool current without retyping each deal.
Watch out
never put Create Deal in the same Zap. The deal it opens would start the Zap again, and that loop burns through your tasks fast.
Actions

Painel do Corretor action

Painel do Corretor gives you 1 action. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Create Deal

Action

In Zapier“Creates a new Deal (Negócio).”

Opens a new deal in Painel do Corretor from whatever the earlier steps carried, a form answer, an email or a contact, so the opportunity sits in the CRM without retyping.

When to use it
after a quote request lands somewhere else and should become a deal for the brokers.
Watch out
Title is required. Give it a pattern your team recognises, like the app's own example Lead #710 - João.
When it breaks

When a Painel do Corretor Zap breaks

Zapier's help center lists no error specific to this app. What goes wrong comes from the way every Zap behaves, and four cases are worth knowing before you switch one on.

Each case below names the symptom and the fix. If a Zap still misbehaves after that, the Zapier troubleshooting page is the next stop.

  • Old contacts and deals are ignored

    A Zap only reacts to what happens after it is switched on. Contacts and deals already in Painel do Corretor never start it, so moving that backlog is a separate job.

  • New Deal plus Create Deal loops

    A Zap that writes where its own trigger watches sets itself off again and again. Create Deal behind New Deal does exactly that, and your task count drains fast.

  • A bulk import can be held back

    After a mass import or a migration, a trigger can suddenly return a huge batch. Zapier's flood protection may hold it back rather than run every item.

  • A failed Create Deal leaves a gap

    An action that does not go through is not counted against your plan, but the deal is not there either. Make sure Title always gets a value from the earlier steps.
Need help

Need help automating Painel do Corretor with Zapier?

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FAQ

Painel do Corretor and Zapier: common questions

01Is the Painel do Corretor Zapier integration free?
Yes, it runs on the free plan. Painel do Corretor is not reserved for paid plans, so you can connect it and switch a Zap on without paying. The free plan sets two limits, though. You get 100 tasks a month, and each Zap holds two steps only: one trigger and one action. New Contact followed by Create Deal fits inside that. Add a filter or a second action and the Zap becomes multi-step, which needs a paid plan. Plan prices change often, so this page quotes none.
02How many tasks does a Painel do Corretor Zap use?
One task per action that succeeds, and nothing else. The New Contact and New Deal triggers never cost a task, however many records arrive. A Zap that runs Create Deal uses one task each time the deal is opened. If the step fails, it is not counted. With several actions in one Zap, each successful action counts on its own, so three actions use three times more than one. On the free plan, 100 tasks a month means 100 deals from a one-action Zap.
03Does the integration work in real time?
Yes, for both triggers. New Contact and New Deal are instant triggers: Painel do Corretor reports the event to Zapier itself, so nothing waits for a timed check. That holds whatever your plan, free included. Polling triggers on other apps behave differently, since the free plan only checks them every 15 minutes. The type is set by the app and cannot be changed from the editor. A Zap built on an instant trigger shows a lightning bolt there.
04What does connecting the account require?
An account on Painel do Corretor and a Zapier account. You open Apps in Zapier, click + Add connection, search for Painel do Corretor and pick it, then sign in to the app in the tab that opens and grant access. If the Zap must read or write records someone else owns, the connected account needs read or write access on them too. The connection is then reused by every step that uses the app, so you set it up once.
05Why would a Zap keep creating deals in a loop?
Because it writes where its own trigger watches. If New Deal starts the Zap and Create Deal is one of its actions, each new deal sets off another run, which opens another deal. The loop eats tasks quickly and fills the CRM with copies. Keep Create Deal behind New Contact or behind a trigger from another app, and use New Deal only to send information out of Painel do Corretor.
06What if the operation you need is not there?
Then this integration cannot do it, because it offers only New Contact, New Deal and Create Deal. There is no search, no update and no delete, and a Zap cannot create a contact. You can still use Painel do Corretor as the starting point and do the rest in another app of the same Zap, or open deals from other tools with Create Deal. Anything beyond that has to be done inside Painel do Corretor itself.
07Zapier, Make or n8n for Painel do Corretor?
It depends on what you need from the CRM, not on a winner. Zapier fits if two instant triggers and one Create Deal action cover the workflow, and if two-step Zaps on the free plan are enough to start. If you need to find, update or delete records, this Zapier integration offers none of that, so check what the other tools provide for this app before choosing. Weigh also how many tasks your monthly volume of deals will use.
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