Daily AI Mortgage + AidaForm Integrations
How to connect Daily AI Mortgage + AidaForm
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New ContactTriggers when a new contact is created for some specific user.Trigger- Create / Update a ContactCreate / Update a ContactAction
- Create / Update TransactionCreate / Update TransactionAction
New FileTriggers when your specified form receives every single uploaded file.Trigger- New PaymentTriggers when AidaForm receives a payment notification for the specified form.Trigger
- New ResponseTriggers when your specified form receives a new response.Trigger
How Daily AI Mortgage + AidaForm Integrations Work
- Step 1: Authenticate Daily AI Mortgage and AidaForm.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Daily AI Mortgage
Daily AI Mortgage helps loan officers convert more leads and manage transactions.
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