Create integrations between Daily AI Mortgage and Reply to automate any workflow
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
Connect your tools and unlock the power of automation
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
New 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
New Person Bounce
Triggers when an email address bounce (soft & hard).
Try ItNew Emails Sent
Triggers when new email sent (first step or follow-up).
Try It
First NameRequired
Last Name
Email
Phone Number
Source
Tags
Groups
Date Of Birth
Gender
Address Line 1
Address Line2
City
State
Zip Code
Notes
Inbox Category Set for Reply
Triggers when reply marked with a new inbox category.
Try ItNew Link Clicked
Triggers when a person clicks your link in email.
Try ItNew Email Opened
Triggers when a person opens your email.
Try It