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Choose a Trigger
Choose an Action
How Zapier works
Zapier makes it easy to integrate Daily AI Mortgage with Google Contacts - no code necessary. See how you can get setup in minutes.
Select a trigger from Daily AI Mortgage
A trigger is an event that starts your Zap and runs the workflow. For example, with Daily AI Mortgage, a trigger could be "New Contact."
Setup an action from Google Contacts
An action is what takes place after the automation is triggered. For example, with Google Contacts, the action could be "Add Contact to Groups."
That’s it! You just connected Daily AI Mortgage to Google Contacts
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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 ItTriggerInstant - 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
ActionWrite- New Group
Triggers when a group is created.
Try ItTriggerPolling - ContactRequired
- GroupRequired
ActionWrite
- First NameRequired
- Last Name
- Email
- Phone Number
- Source
- Tags
- Groups
- Date Of Birth
- Gender
- Address Line 1
- Address Line2
- City
- State
- Zip Code
- Notes
ActionWrite- New or Updated Contact
Triggers when a contact is created or updated.
Try ItTriggerPolling - New Contact
Triggers when a contact is created.
Try ItTriggerPolling - Create Contact
Creates a new contact.
ActionWrite
Learn how to automate Google Contacts on the Zapier blog
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