Daily AI Mortgage + Formidable Forms
Create or update Daily AI Mortgage contacts when new entries are made in Formidable Forms
With this workflow, whenever a new entry is made in Formidable Forms, the correspondent contact is conveniently created or updated in Daily AI Mortgage. This automation enhances communication efficiency by seamlessly updating your mortgage app with accurate form data, saving you potential hours of manual data entry. Benefit from a streamlined process and ensure your Daily AI Mortgage app always has the latest information from Formidable Forms.
With this workflow, whenever a new entry is made in Formidable Forms, the correspondent contact is conveniently created or updated in Daily AI Mortgage. This automation enhances communication efficiency by seamlessly updating your mortgage app with accurate form data, saving you potential hours of manual data entry. Benefit from a streamlined process and ensure your Daily AI Mortgage app always has the latest information from Formidable Forms.
- When this happens...New Entry
Triggers when a new form is submitted.
- automatically do this!Create / Update a Contact
Create or update an existing contact in the CRM.
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FormRequired
Try ItApi Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
First NameRequired
Last Name
Email
Phone Number
Source
Tags
Groups
Date Of Birth
Gender
Address Line 1
Address Line2
City
State
Zip Code
Notes
FormRequired
Try ItNew Contact
Triggers when a new contact is created for some specific user.
Try ItLoan#Required
Milestone/Status
Loan Purpose
Borrower - First NameRequired
Borrower - Last Name
Borrower - Email
Borrower - Phone
Borrower - Contact Source
Property Address Line 1
Property Address Line 2
Property City
Property State
Property Zip
Lock Date
Closing Date
Funded Date
Lender
Loan Type
Loan Program
Term
Rate (%)
Loan Amount
Purchase Price
Down Payment
Loan To Value Percentege
Appraised Value
Income
Credit Score (Borrower)
Credit Score (Secondary or Co Borrower)
LOA
