Connect workamajig and Mortgage IQ to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for workamajig
Choose an Action
Automatically do this!
- Request a new Action for Mortgage IQ
Integrate workamajig with your favorite apps
The app you are looking for is in beta, and we are awaiting verification from the app builders
before making it accessible to end users.
This process may take 15 to 30 days.
If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
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Frequently Asked Questions
To start, connect both your workamajig and Mortgage IQ accounts to viaSocket. Once connected, you can set up a workflow where an event in workamajig triggers actions in Mortgage IQ (or vice versa).
Absolutely. You can customize how workamajig 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 workamajig 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 workamajig 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 workamajig
Workamajig Creative Manager now allows you to add contacts, companies, opportunities and activities to the CRM module.
Learn MoreAbout 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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