Daily AI Mortgage + Cognito Forms Integrations
How to connect Daily AI Mortgage + Cognito Forms
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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
Entry DeletedTriggers when an entry is deleted.Trigger- New EntryTriggers when someone fills out your form.Trigger
- New OrderTriggers when an order is created.Trigger
- New PaymentTriggers when a payment is collected.Trigger
- Cognito Forms
Triggers when a refund is issued.
Instant
Trigger
- Cognito Forms
Triggers when someone updates an entry.
Instant
Trigger
- Cognito Forms
Creates a new entry.
Scheduled
Action
- Cognito Forms
Updates an entry.
Scheduled
Action
- Cognito Forms
Sets the availability of a form.
Scheduled
Action
- Cognito Forms
Gets an entry document.
Scheduled
Action
How Daily AI Mortgage + Cognito Forms Integrations Work
- Step 1: Authenticate Daily AI Mortgage and Cognito Forms.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.
Cognito Forms Tutorials
About Daily AI Mortgage
Daily AI Mortgage helps loan officers convert more leads and manage transactions.
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