Integrations Freshservice Mortgage IQ
Freshservice + Mortgage IQ

Connect Freshservice and Mortgage IQ to Build Intelligent Automations

Choose a Trigger

Freshservice

When this happens...

Choose an Action

Mortgage IQ

Automatically do this!

Enable Integrations or automations with these events of Freshservice and Mortgage IQ

Enable Integrations or automations with these events of Freshservice and Mortgage IQ

Actions

Create Requestor

Create Requestor

Allows you to create a Requester in Freshservice for your support domain.

Add Notes to a Ticket

Add Notes to a Ticket

Creates a ticket approval request.

Create Ticket

Create Ticket

Create a Freshservice support ticket with subject, description, requester email, priority, status, and optional fields.

Request a new Action for Freshservice

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Frequently Asked Questions

How do I start an integration between Freshservice and Mortgage IQ?

To start, connect both your Freshservice and Mortgage IQ accounts to viaSocket. Once connected, you can set up a workflow where an event in Freshservice triggers actions in Mortgage IQ (or vice versa).

Can we customize how data from Freshservice is recorded in Mortgage IQ?

Absolutely. You can customize how Freshservice data is recorded in Mortgage IQ. This includes choosing which data fields go into which fields of Mortgage IQ, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Freshservice and Mortgage IQ?

The data sync between Freshservice and Mortgage IQ typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Freshservice to Mortgage IQ?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Freshservice and Mortgage IQ?

Yes, you can set conditional logic to control the flow of data between Freshservice and Mortgage IQ. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Freshservice

About Freshservice

Integrate with Freshservice to streamline IT services and manage incidents, changes, assets, and more efficiently.

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Mortgage IQ

About Mortgage IQ

Mortgage iQ is a system for providing Mortgage CRM, Lead Management and Marketing for Retail, Wholesale, Correspondent and Consumer Direct Lenders.

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