Daily AI Mortgage + Jotform Integrations
How to connect Daily AI Mortgage + Jotform
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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
New SubmissionTriggers when a new submission has been added to a specific form.Trigger- Assign FormInvite assignees to complete your formAction
- Assign Prefilled FormInvite assignees to complete your pre-populated formAction
- Create SubmissionGenerate a new submission for your formAction
How Daily AI Mortgage + Jotform Integrations Work
- Step 1: Authenticate Daily AI Mortgage and Jotform.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.
Jotform Tutorials
About Daily AI Mortgage
Daily AI Mortgage helps loan officers convert more leads and manage transactions.
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About Jotform
The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.
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