Centralize data and automate business processes with BlueLink integrations
Streamline your business processes by centralizing your BlueLink data. Boost.space connects to your IT tools and helps aggregate their data into central databases. Data centralization serves as the foundation for easy collaboration across teams, process automation across tools, and data analysis with a complete story.
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This application does not need additional settings. So you can make connection only by using your login credentials or by following the instructions in our documentation.
BlueLink Triggers / Actions (18)
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Quote Status Change
Trigger when the quote status is changed
Document Trigger
Trigger when a Document is uploaded, deleted or changed
Create Applicants Object
Helper function to create an applicant object
Find Boss Product
This function queries BOSS to find the selected Product Id
Create Committed Monthly Expenditure Object
Helper function to create an committed monthly expenditure object
Create Income Object
Helper function to create an fund object
Create Occupant
Helper function to create an Occupant object
Request DIP
Request a Decision in Principle on a quote
Create Address Object
Helper function to create an address object
Create Fund Object
Helper function to create an fund object
Update Document Metadata
This action updates the external reference in Azure cloud
Get Document
Get Document
Save UK Quote
Create or Update quotes in BlueLink
Submit Application
Submit application selecting a product
Create Case Note
Create Case Note for Quote
Get documents metadata from quote
Get the metadata from all documents of a quote
Upload Document
This Action uploads a document to the Azure cloud storage
Save Experian Open Banking Payload
Save Experian Open Banking Payload
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