How to connect Code by Zapier + LendingPad + Salesforce
Zapier lets you send info between Code by Zapier and LendingPad and Salesforce automatically—no code required. With 7,000+ supported apps, the possibilities are endless.
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Do even more with Code by Zapier + LendingPad + Salesforce
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Code by Zapier, LendingPad, and Salesforce. And don’t forget that you can add more apps and actions to create complex workflows.
Zap Id
Zap Step Id
CodeRequired
Try ItZap Id
Zap Step Id
Input Data
CodeRequired
Loan Updated
Triggers when loan was updated.
Try ItNew Case Attachment
Triggers when a new Attachment is added to a case.
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Zap Id
Zap Step Id
CodeRequired
Try ItZap Id
Zap Step Id
Input Data
CodeRequired
Branch
Campaign
Borrower First NameRequired
Borrower Last NameRequired
Borrower Email
Borrower Mobile Phone
Borrower Home Phone
Borrower Work Phone
Borrower SSN
Borrower Birth Date
Borrower Current Address - Street
Borrower Current Address - City
Borrower Current Address - State
Borrower Current Address - Zip Code
Co-Borrower First Name
Co-Borrower Last Name
Co-Borrower Email
Co-Borrower Birth Date
Co-Borrower SSN
Co-Borrower Home Phone
Co-Borrower Mobile Phone
Co-Borrower Work Phone
Co-Borrower Current Address - Street
Co-Borrower Current Address - City
Co-Borrower Current Address - State
Co-Borrower Current Address - Zip Code
Occupancy
PurposeRequired
Loan TypeRequired
Appraisal Value
Purchase Price
Loan Amount
Credit Score
Term
Note Rate
Property TypeRequired
Units
Other Financing
CLTV
LTV
Program
Subject Property Address Street
Subject Property Address City
Subject Property Address State
Subject Property Address Zip Code
Proposed Housing Expense First Mortgage
Proposed Housing Expense Other Finance
Proposed Housing Expense Hazard Insurance
Proposed Housing Expense Property Tax
Proposed Housing Expense Mortgage Insurance
Proposed Housing Expense Hoa
Proposed Housing Expense Other
Note
Loan Assistant ID
Loan Assistant Email
Loan Officer ID
Loan Officer Email
Loan Officer Nmls ID
Loan Processor ID
Loan Processor Email
Reference ID
New Contact
Triggers when a new Contact is created.
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How Code by Zapier + LendingPad + Salesforce Integrations Work
- Step 1: Authenticate Code by Zapier, LendingPad, and Salesforce.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.