Connect NileDesk and Dev LoanOfficerAI to Build Intelligent Automations
Enable Integrations or automations with these events of NileDesk and Dev LoanOfficerAI
Enable Integrations or automations with these events of NileDesk and Dev LoanOfficerAI
Actions
Create Draft Board Item
Create a new board item and save it as a draft.
Create Draft Process Flow Item
Create a new process flow item and save it as a draft.
Create Process Item
Create and submit a new process item
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Frequently Asked Questions
To start, connect both your NileDesk and Dev LoanOfficerAI accounts to viaSocket. Once connected, you can set up a workflow where an event in NileDesk triggers actions in Dev LoanOfficerAI (or vice versa).
Absolutely. You can customize how NileDesk data is recorded in Dev LoanOfficerAI. This includes choosing which data fields go into which fields of Dev LoanOfficerAI, setting up custom formats, and filtering out unwanted information.
The data sync between NileDesk and Dev LoanOfficerAI typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between NileDesk and Dev LoanOfficerAI. 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.
About NileDesk
NileDesk is a Low-Code BPM software, empowering the staff in departments like HR, Finance, IT, Sales, Procurement, etc., to design efficient workflow solutions.
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About Dev LoanOfficerAI
Loan Officer.ai CRM will help you manage every front of your mortgage business and grow like never before - without the stress.
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