Daily AI Mortgage + Parseur
Process new Parseur documents to create or update contacts in Daily AI Mortgage
Effortlessly manage your contacts in the Daily AI Mortgage app every time a new document is processed in Parseur. This automation simplifies updating your contact list, saves you time, and ensures you always have up-to-date information. Stay organized and seamlessly maintain contact records in the Daily AI Mortgage app.
Effortlessly manage your contacts in the Daily AI Mortgage app every time a new document is processed in Parseur. This automation simplifies updating your contact list, saves you time, and ensures you always have up-to-date information. Stay organized and seamlessly maintain contact records in the Daily AI Mortgage app.
- When this happens...New Document Processed
Triggers when a new document is successfully parsed. Tables, if present, are flattened.
- automatically do this!Create / Update a Contact
Create or update an existing contact in the CRM.
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