How to connect Daily AI Mortgage + BoomTown
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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
- Call LoggedTriggers when a call is logged for one of your assigned leads.Trigger
- Category ChangedTriggers when a category is changed for one of your assigned leads.Trigger
- Email ReceivedTriggers when you receive a email from one of your assigned leads.Trigger
- New LeadTriggers when a new lead is created.Trigger
- Lead Asked QuestionTriggers when a lead submits a web inquiry or question on your BoomTown site.Trigger
Triggers when a tag is added to an assigned lead.
Triggers when a tag is removed from an assigned lead.
Triggers when you receive a text message from one of your assigned leads.
Triggers when a To-Do is created for an assigned lead.
Creates a new lead or updates an existing lead.
- Step 1: Authenticate Daily AI Mortgage and BoomTown.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.