Daily AI Mortgage + CINC Integrations
How to connect Daily AI Mortgage + CINC
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New ContactTriggers when a new contact is created for some specific user.Trigger- Tag Added to ContactTriggers when a specific tag will be added in some contactTrigger
- Create / Update a ContactCreate / Update a ContactAction
- Create / Update TransactionCreate / Update TransactionAction
Agent AssignedTriggers when an agent is assigned.Trigger- Label AppliedTriggers when a label is applied.Trigger
- New InquiryTriggers when new inquiry was requested.Trigger
- New LeadTriggers when a new lead is added.Trigger
- CINC
Triggers when a note is applied.
Instant
Trigger
- CINC
Triggers when a pipeline stage is applied.
Instant
Trigger
- CINC
Triggers when a lead is trashed.
Instant
Trigger
- CINC
Triggers when a lead's information is updated. I,E changing a lead's phone number.
Instant
Trigger
- CINC
Creates a new lead.
Scheduled
Action
- CINC
Adds a note to a lead in the CINC CRM.
Scheduled
Action
- CINC
Create a saved search in CINC based on lead search data.
Scheduled
Action
- CINC
Updates existing lead in the CINC CRM.
Scheduled
Action
- CINC
Trashes a lead in the CINC CRM.
Scheduled
Action
- CINC
Call this to verify an already confirmed lead source by form id.
Scheduled
Action
How Daily AI Mortgage + CINC Integrations Work
- Step 1: Authenticate Daily AI Mortgage and CINC.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.
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