Integrate Daily AI Mortgage with Follow Up Boss to 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
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Choose a Trigger
Start here
Start here
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
- New Deal
Fires when a new deal is created in Follow Up Boss.
Try It - New Contact
Fires when a new contact is created in Follow Up Boss.
Try It
Automate Follow Up Boss: get inspired on the Zapier blog
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