Daily AI Mortgage + Airtable Integrations

How to connect Daily AI Mortgage + Airtable

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Supported triggers and actions

What does this mean?

New Contact
Triggers when a new contact is created for some specific user.
Trigger
Instant
Tag Added to Contact
Triggers when a specific tag will be added in some contact
Trigger
Instant
Create / Update a Contact
Create / Update a Contact
Action
Write
Create / Update Transaction
Create / Update Transaction
Action
Write
New Record
Triggers when a new record is created. Optionally: triggers when any record (new or existing) is first added to a selected view.
Trigger
Scheduled

New or Updated Record
Triggers when a record is created or updated.
Trigger
Scheduled
Create Record
Creates a new record with auto-populating fields.
Action
Write

Create Records (With Line Item Support)
Creates multiple new records with line item input
Action
Write

Airtable
Update the values of specific cells in an Airtable record.
Scheduled
Action
Airtable
Finds multiple rows (10 max) using Airtable's search syntax. Returned as line items.
Scheduled
Action
Airtable
Use simple field search or Airtable's powerful formula syntax to find a matching Airtable record. Learn more at
Scheduled
Action
Airtable
Find or Create Record(s)
Scheduled
Action
Airtable
Find or Create Record
Scheduled
Action

How Daily AI Mortgage + Airtable Integrations Work

Step 1: Authenticate Daily AI Mortgage and Airtable.
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.

Connect apps

Connect Daily AI Mortgage + Airtable

About Daily AI Mortgage

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

Related categories

CRM (Customer Relationship Management)

About Airtable

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.

Learn more