Integrate Loanzify with LeadConnector to automate your work
1. Choose a Trigger
An event that starts an automation
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
How Zapier works
Zapier makes it easy to integrate Loanzify with LeadConnector - no code necessary. See how you can get setup in minutes.
Select a trigger from Loanzify
A trigger is an event that starts your Zap and runs the workflow. For example, with Loanzify, a trigger could be "New Loan Created."
Setup an action from LeadConnector
An action is what takes place after the automation is triggered. For example, with LeadConnector, the action could be "Add/Update Contact."
That’s it! You just connected Loanzify to LeadConnector
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Set up your first integration
Quickly connect Loanzify to LeadConnector with a Zapier template.
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Connect Loanzify and LeadConnector to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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Choose a Trigger
Start here
Start here
Choose an Action
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Status
Try It- Loan Officer ID
- Loan Type
- Loan Amount
- Property Type
- Property Use
- Property Down Payment Amount
- Property Down Payment Gift Amount
- Property Address
- Property City
- Property State
- Property Zipcode
- Borrower EmailRequired
- Borrower First Name
- Borrower Middle Name
- Borrower Last Name
- Borrower Suffix
- Borrower Phone Home
- Borrower Phone Cell
- Borrower Birth Date
- Borrower Education
- Borrower Marital Status
- Borrower Dependents Count
- Borrower Intend To Occupy
- Borrower Citizenship Status
- Borrower Gender
- Borrower Primary Address - Street
- Borrower Primary Address - City
- Borrower Primary Address - State
- Borrower Primary Address - Years
- Borrower Primary Address - Ownership
- Borrower Mailing Address - Street
- Borrower Mailing Address - City
- Borrower Mailing Address - State
- Borrower Mailing Address - Zipcode
- Borrower Mailing Address - Years
- Borrower Mailing Address - Ownership
- Borrower Former Address - Street
- Borrower Former Address - City
- Borrower Former Address - State
- Borrower Former Address - Zipcode
- Borrower Former Address - Years
- Borrower Former Address - Ownership
- Co-Borrower Email
- Co-Borrower First Name
- Co-Borrower Middle Name
- Co-Borrower Last Name
- Co-Borrower Suffix
- Co-Borrower Phone Home
- Co-Borrower Phone Cell
- Co-Borrower Birth Date
- Co-Borrower Education
- Co-Borrower Marital Status
- Co-Borrower Dependents Count
- Co-Borrower Intend To Occupy
- Co-Borrower Citizenship Status
- Co-Borrower Gender
- Co-Borrower Primary Address - Street
- Co-Borrower Primary Address - City
- Co-Borrower Primary Address - State
- Co-Borrower Primary Address - Years
- Co-Borrower Primary Address - Ownership
- Co-Borrower Mailing Address - Street
- Co-Borrower Mailing Address - City
- Co-Borrower Mailing Address - State
- Co-Borrower Mailing Address - Zipcode
- Co-Borrower Mailing Address - Years
- Co-Borrower Mailing Address - Ownership
- Co-Borrower Former Address - Street
- Co-Borrower Former Address - City
- Co-Borrower Former Address - State
- Co-Borrower Former Address - Zipcode
- Co-Borrower Former Address - Years
- Co-Borrower Former Address - Ownership
- First Name
- Last Name
- Business nameRequired
- User Phone
- Email Address
- Address
- City
- State / Prov / Region
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- CountryRequired
- Date Of Birth
- CampaignRequired
- First Name
- Last Name
- Business nameRequired
- User Phone
- Email Address
- Address
- City
- State / Prov / Region
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- Email Address
- Last Name
- First Name
- IP Address
- In PipelineRequired
- Moved to Stage
Try It- First Name
- Last Name
- Business nameRequired
- User Phone
- Email Address
- Address
- City
- State / Prov / Region
- CountryRequired
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- In PipelineRequired
- Select StageRequired
- Assign to User
- User Phone
- Email Address
- First Name
- Last Name
- Business nameRequired
Learn how to automate Loanzify on the Zapier blog
Learn how to automate LeadConnector on the Zapier blog
About Loanzify
Loanzify Digital POS platform is a fully customizable loan and client management tool.
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