Capsule CRM + Daily AI Mortgage

Create or update Daily AI Mortgage contacts for new or updated Capsule CRM contacts

Keep your Capsule CRM and Daily AI Mortgage contacts up to date with this seamless workflow. Whenever a new or updated contact emerges in your Capsule CRM, the information is instantly reflected in Daily AI Mortgage as well. Streamline your contact management processes and improve efficiency, all without any manual effort.

When this happens...
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Create / Update a Contact
Create or update an existing contact in the CRM.
ActionWrite

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Supported triggers and actions

What does this mean?

- ActionRequired
Trigger
Instant
Try It
- ActionRequired
Trigger
Instant
Try It
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity TypeRequired
Action
Write
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Write

- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Update Contact
Update an existing Contact
Action
Write

- PipelineRequired
- NameRequired
Action
Search
- Search usingRequired
Action
Search
- Search usingRequired
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search usingRequired
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Search or write
- First NameRequired
- Last Name
- Email
- Phone Number
- Source
- Tags
- Groups
- Date Of Birth
- Gender
- Address Line 1
- Address Line2
- City
- State
- Zip Code
- Notes
Action
Write

- ActionRequired
Trigger
Instant
Try It
- ActionRequired
Trigger
Instant
Try It
- Entity TypeRequired
- NoteRequired
Action
Write
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Value
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- DescriptionRequired
- Due DateRequired
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Opportunity
This action updates an existing Opportunity in Capsule CRM. You can choose which fields to update from the editor. The Opportunity ID is selected from a dropdown list populated by the listOpportunities endpoint. The milestoneName field is a string input f
Action
Write
- Search usingRequired
Action
Search
- Search usingRequired
Action
Search
- BoardRequired
- NameRequired
Action
Search
- Search usingRequired
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Value
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
New Contact
Triggers when a new contact is created for some specific user.
Trigger
Instant
Try It
- Loan#Required
- Milestone/Status
- Loan Purpose
- Borrower - First NameRequired
- Borrower - Last Name
- Borrower - Email
- Borrower - Phone
- Borrower - Contact Source
- Property Address Line 1
- Property Address Line 2
- Property City
- Property State
- Property Zip
- Lock Date
- Closing Date
- Funded Date
- Lender
- Loan Type
- Loan Program
- Term
- Rate (%)
- Loan Amount
- Purchase Price
- Down Payment
- Loan To Value Percentege
- Appraised Value
- Income
- Credit Score (Borrower)
- Credit Score (Secondary or Co Borrower)
- LOA
Action
Write

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.

Learn more Help

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About Daily AI Mortgage

Daily AI Mortgage helps loan officers convert more leads and manage transactions.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Capsule CRM + Daily AI Mortgage

Create or update Daily AI Mortgage contacts for new or updated Capsule CRM contacts

New or Updated Project

New or Updated Contact

ActionRequired

Create Project

ContactRequired

NameRequired

Board

Description

Expected Close Date

Track

Opportunity

Owner

Tags

Status

Add Tag to Entity

Entity TypeRequired

Create Contact

TypeRequired

About

Email Address

Street Address

City

State

Zip Code

Country

Phone Number

Tags

API Request (Beta)

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Update Contact

Find Milestone

PipelineRequired

NameRequired

Find Contact

Search usingRequired

Find or Create Project

Search usingRequired

ContactRequired

NameRequired

Board

Description

Expected Close Date

Track

Opportunity

Owner

Tags

Status

Find or Create Contact

Search usingRequired

TypeRequired

About

Email Address

Street Address

City

State

Zip Code

Country

Phone Number

Tags

Create / Update a Contact

First NameRequired

Last Name

Email

Phone Number

Source

Tags

Groups

Date Of Birth

Gender

Address Line 1