Connect Daily AI Mortgage to Shape and automate your work
1. Choose a Trigger
An event that starts an automation
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
How Zapier works
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Choose a Trigger
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Start here![arrow pointing down](https://zapier-images.imgix.net/storage/files/9c1aabd458323126f32d71d501e91639.svg)
Choose an Action
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 It - Loan#Required
- Milestone/Status
- Loan Purpose
- Borrower - First NameRequired
- Borrower - Last Name
- Borrower - Email
- Phone Number
- Borrower - Contact Source
- Address Line 1
- Address Line2
- 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
- Record IDRequired
- First NameRequired
- Last NameRequired
- Phone Number
- Borrower - Email
- Record IDRequired
- First NameRequired
- Last Name
- Email
- Phone Number
- Source
- Tags
- Groups
- Date Of Birth
- Gender
- Address Line 1
- Address Line2
- City
- State
- Zip Code
- Notes
- First NameRequired
- Last NameRequired
- Phone Number
- Borrower - Email
- Record IDRequired
- Status NameRequired
Related categories
Related categories