How to connect Daily AI Mortgage + PhoneBurner
Zapier lets you send info between Daily AI Mortgage and PhoneBurner automatically—no code required.
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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
- Create ContactCreates a new contact.Action
- Update Contact (Contact ID)This Action will update a specific contact within PhoneBurner based on the unique PhoneBurner contact/record ID. In order to use this Action, you must have the PhoneBurner contact ID. This will update the specific contact within your personal account or if you are the PhoneBurner admin it will update the contact if it is in your account or any one of your users accountsAction
- Step 1: Authenticate Daily AI Mortgage and PhoneBurner.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.