Daily AI Mortgage + Google Sheets + Webhooks by Zapier Integrations

How to connect Daily AI Mortgage + Google Sheets + Webhooks by Zapier

Zapier lets you send info between Daily AI Mortgage and Google Sheets and Webhooks by Zapier automatically—no code required. With 7,000+ supported apps, the possibilities are endless.

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Choose an Action
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Do even more with Daily AI Mortgage + Google Sheets + Webhooks by Zapier

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Daily AI Mortgage, Google Sheets, and Webhooks by Zapier. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?
  • Daily AI Mortgage triggers, actions, and search

    New Contact

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

    Trigger
    Instant
    Try It
    • Loan#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

    Action
    Write
    • No Team Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Instant
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger Column

    Trigger
    Scheduled
    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

    Action
    Write
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Scheduled
    Try It
    • Drive

    Trigger
    Scheduled
    Try It
    • No Team Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger Column

    Trigger
    Instant
    Try It

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How Daily AI Mortgage + Google Sheets + Webhooks by Zapier Integrations Work

  1. Step 1: Authenticate Daily AI Mortgage, Google Sheets, and Webhooks by Zapier.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
dailyai-mortgage logo
dailyai-mortgage logo

About Daily AI Mortgage

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

Related categories

  • CRM (Customer Relationship Management)

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google-sheets logo
google-sheets logo

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
Learn moreHelp

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  • Google
  • Spreadsheets

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webhook logo
webhook logo

About Webhooks by Zapier

Webhooks simply POST data (or JSON) to a specific URL every time we see something new. Webhooks can also accept data (or JSON) to kick off a workflow in Zapier.
Learn moreHelp

Related categories

  • Developer Tools
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