Hello,
We are a mortgage company using Front for our funding teams communication with loan officers, warehouse banks, title companies etc.
Our primary tools we use are Airtable and make.com.
My end goal is:
When the initial contact point occurs, associate the conversation and the airtable record together by housing the convID in Airtable and the Airtable recordID as a custom object I assume?
Have a sidebar plugin that users can open up and it show information about the Airtable record associated with the current conversation,
Be able to make small updates to statuses etc in Airtable from inside the plugin.
Is there any recommended ways to go about this? Whether it be instructions or just links to highly rated partners?
Thank you!
Page 1 / 1
Hi Andrew, happy to help here!
If your end goal is to create a plugin where you can access the Airtable record and update it as needed, then you can take a look at our Plugin SDK here: https://dev.frontapp.com/docs/plugin-overview. That’ll provide relevant information as to how to create a plugin in Front.
That being said, this also sounds like a good candidate to use application requests with. Using application requests, you can make updates to external systems automatically using rules or macros within Front, which can reduce how often an agent needs to reference that external syste,.
Long story short what you’re looking for should be possible within Front, and please let me know if there’s anything else I can help with or elaborate on!
Hi
Hey
@javier
Thank you!
Login to the community
No account yet? Create an account
Use your Front credentials
Log in with Frontor
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.