Connect Trengo and Mortgage IQ to Build Intelligent Automations
Enable Integrations or automations with these events of Trengo and Mortgage IQ
Enable Integrations or automations with these events of Trengo and Mortgage IQ
Actions
Create a profile
Creates a profile
Get a Contact
Get a Contact by id.
Update a profile
Update a profile by ID.
Delete a profile
Delete a profile by ID.
Create a note
Create a note to profile.
Attach a contact
Attach a contact
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Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
- TwitterTwitter TweetPost a TweetAdd Step
- LinkedinLinkedin ArticleCreate a linkedin Article or URL postAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Trengo and Mortgage IQ accounts to viaSocket. Once connected, you can set up a workflow where an event in Trengo triggers actions in Mortgage IQ (or vice versa).
Absolutely. You can customize how Trengo 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.
The data sync between Trengo and Mortgage IQ 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 Trengo 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.
About Trengo
Trengo is a team collaboration tool to manage conversations from channels such as web chat, email and WhatsApp via one inbox.
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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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