
When this happens...

Automatically do this!
Enable Integrations or automations with these events of Streamtime and Dev LoanOfficerAI
Creates a new Personal To-Do record in the system.
Adds a comment to a job.
Creates a new Job in the system.
Add a label to a Job,Quote,Invoice,Logged Expense,Company,Contact and User.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Streamtime and Dev LoanOfficerAI accounts to viaSocket. Once connected, you can set up a workflow where an event in Streamtime triggers actions in Dev LoanOfficerAI (or vice versa).
Absolutely. You can customize how Streamtime 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 Streamtime 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 Streamtime 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.
Streamtime is a project management and time tracking tool designed for creative teams. It helps streamline workflows, manage tasks, and track time efficiently, making it ideal for agencies and creative professionals.
Learn MoreLoan Officer.ai CRM will help you manage every front of your mortgage business and grow like never before - without the stress.
Learn More