Integrations SimpleKPI Dev LoanOfficerAI
SimpleKPI + Dev LoanOfficerAI

Integrate SimpleKPI and Dev LoanOfficerAI with viaSocket

SimpleKPI already connects with hundreds of apps. Dev LoanOfficerAI's automation is still on its way. Want to speed that up?

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Supported Triggers & Actions

Everything you can automate between SimpleKPI and Dev LoanOfficerAI.

When this happensTrigger

No trigger available

Do thisActions

Action is the task that follows automatically within your SimpleKPI integrations.

Add KPI Data Entry

Add KPI Data Entry

Add a KPI entry for a date

Update KPI Data Entry

Update KPI Data Entry

Update KPI entry values

Request a new Action for SimpleKPI
How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations SimpleKPI
SimpleKPI + Dev LoanOfficerAI
SimpleKPI logo

About SimpleKPI

SimpleKPI is KPI Software for companies of all sizes who track Key Performance Indicators and metrics - complete with easy to use tools for visualizing data on dashboards, building engaging reports and analyzing performance.

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Integrations Dev LoanOfficerAI
Dev LoanOfficerAI + SimpleKPI
Dev LoanOfficerAI logo

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.

Learn more

Frequently Asked Questions

How do I connect SimpleKPI and Dev LoanOfficerAI?

Sign up for a free viaSocket account, then authorize both your SimpleKPI and Dev LoanOfficerAI accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between SimpleKPI and Dev LoanOfficerAI as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from SimpleKPI to Dev LoanOfficerAI?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Dev LoanOfficerAI. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where SimpleKPI triggers actions in Dev LoanOfficerAI, and a separate workflow where Dev LoanOfficerAI triggers actions in SimpleKPI. Both run independently and in real time.

What happens if a step in the workflow fails?

viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between SimpleKPI and Dev LoanOfficerAI. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire SimpleKPI and Dev LoanOfficerAI integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.