Follow Up Boss integration with Daily AI Mortgage
How to Create or update Daily AI Mortgage contacts for new Follow Up Boss contacts
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create or update Daily AI Mortgage contacts for new Follow Up Boss contacts" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Daily AI Mortgage integrations
Daily AI Mortgage actions
Nekton can use any feature that is available in Daily AI Mortgage API.
Using our advanced AI, you can easily create custom automations for Daily AI Mortgage.
Here are some typical actions you can do in your automated workflows.
Create / Update Transaction
Create / Update Transaction
Create / Update a Contact
Create / Update a Contact
New Contact
Triggers when a new contact is created for some specific user.
About Daily AI Mortgage
Daily AI Mortgage helps loan officers convert more leads and manage transactions.