TotalBrokerage offers a powerful REST API and Zapier compatibility for brokerages looking to build custom integrations or automate their workflows. This functionality allows you to connect TotalBrokerage with your internal tools or third-party platforms and tailor processes to your unique business needs.

Please note: API access is a premium feature and we do not provide development support for building or maintaining your custom integrations. If you're interested in enabling API access, please contact your Customer Success Manager or email support@totalbrokerage.com.


What You Can Do with the TotalBrokerage API

With API access, your development team can programmatically interact with key areas of your TotalBrokerage account. This includes:

Accounts & Users

  • Retrieve all user accounts

  • Create, update, or disable users

  • Manage account-level custom fields via Account Details

Contacts & CRM

  • Search contacts with filters (e.g., name, city, tag, status, etc.)

  • Create and update contacts

  • Manage tags and contact activities

  • Update CRM fields or lead information

Offices & Teams

  • Retrieve a list of all offices in your brokerage

  • Look up team information

Transactions

  • Create and update transactions

  • Add activities and notes to transactions

  • Upload documents and assign them to folders

  • Set and retrieve transaction dates, commissions, people, and property details

  • Manage commission splits, deductions, vendor payouts, and overrides

Events & Webhooks

  • Subscribe to system events (e.g., contact created, transaction status changed)

  • Use webhooks to trigger automated actions in your internal tools

User Fields & Custom Data

  • Access and search custom fields associated with users



We host our API docs at the following location: https://www.totalbrokerage.com/api.

As for creating API keys, webhooks and looking at request/event logs, please check out the other helpdesk articles in this folder.


Automate Workflows with Zapier

If you prefer a no-code option, TotalBrokerage also supports Zapier, allowing you to connect with thousands of other apps using simple "if this, then that" automations.

With Zapier, you can:

  • Add a new contact in TotalBrokerage when someone submits a form on your website

  • Create Google Sheets entries from CRM updates

  • Trigger email sequences in Mailchimp or Constant Contact

  • Send notifications to Slack or Microsoft Teams when a transaction is created

Zapier is ideal for brokerages that want automation without coding. See this for more info: https://zapier.com/apps/totalbrokerage/integrations