iSoftpull integration with Compass
How to Add new iSoftpull applicants as Compass CRM leads
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 "Add new iSoftpull applicants as Compass CRM leads" 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 iSoftpull integrations
iSoftpull actions
Nekton can use any feature that is available in iSoftpull API.
Using our advanced AI, you can easily create custom automations for iSoftpull.
Here are some typical actions you can do in your automated workflows.
Run Soft Pull
Runs a Soft Pull for an Applicant
Run Hard Pull
Runs a Hard Pull for an Applicant
Find Applicant
Finds an Applicant
Retrieve Applicant Data
Triggers when an Applicant gets processed on iSoftpull.
About iSoftpull
Instantly view your customer's Equifax and TransUnion credit reports and FICO Scores with soft credit check technology.