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Daily AI Mortgage + VideoAsk

Add VideoAsk responses as contacts in Daily AI Mortgage app

Effortlessly streamline your client management process with this seamless workflow between VideoAsk and Daily AI Mortgage. When a new response is received from a respondent in VideoAsk, this automation will create or update a contact in Daily AI Mortgage. Save time and keep your contact information organized, allowing you to focus on growing your mortgage business.

Effortlessly streamline your client management process with this seamless workflow between VideoAsk and Daily AI Mortgage. When a new response is received from a respondent in VideoAsk, this automation will create or update a contact in Daily AI Mortgage. Save time and keep your contact information organized, allowing you to focus on growing your mortgage business.

  1. When this happens...
    VideoAskVideoAsk
    New Response (From a Respondent)

    Triggers when the transcription is ready after someone responds to a videoask.

    TriggerInstant
  2. automatically do this!
    Daily AI MortgageDaily AI Mortgage
    Create / Update a Contact

    Create or update an existing contact in the CRM.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Organization

    • VideoaskRequired

    Trigger
    Instant
    Try It
    • Organization

    • VideoaskRequired

    Trigger
    Instant
    Try It
    • Organization IdRequired

    • Name

    • EmailRequired

    • Phone Number

    Action
    Write
  • Daily AI Mortgage triggers, actions, and search

    New Contact

    Triggers when a new contact is created for some specific user.

    Trigger
    Instant
    Try It
    • Organization

    • VideoaskRequired

    Trigger
    Instant
    Try It
    • VideoaskRequired

    • Name

    • EmailRequired

    • Phone Number

    • Product Name

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • First NameRequired

    • Last Name

    • Email

    • Phone Number

    • Source

    • Tags

    • Groups

    • Date Of Birth

    • Gender

    • Address Line 1

    • Address Line2

    • City

    • State

    • Zip Code

    • Notes

    Action
    Write
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About Daily AI Mortgage

Daily AI Mortgage helps loan officers convert more leads and manage transactions.
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Related categories

  • CRM (Customer Relationship Management)

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videoask logo

Related categories

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