How to connect Daily AI Mortgage + ConvertFlow
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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
- Form/Survey Submission (New)Triggers when a form or survey element is submitted.Trigger
- CTA Form/Survey Submission (Legacy)Triggers when a specific CTA has a form or survey element submitted.Trigger
- New ContactTriggers when a new contact is created.Trigger
- Tag Added to ContactTriggers when a tag is added to a contact.Trigger
- Tag Removed From ContactTriggers when a tag is removed from a contact.Trigger
Creates or updates a contact record in ConvertFlow.
Adds a tag to an existing contact. A new contact will be created if no contact matching given email address is present in ConvertFlow.
This will perform a full deletion of the contact record in ConvertFlow. Useful for GDPR workflows.
Removes a tag from an existing contact.
- Step 1: Authenticate Daily AI Mortgage and ConvertFlow.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.