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Connect Momentifi to Loanzify and automate any workflow

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2. Choose an Action
The event an automation performs after it's triggered
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Zapier makes it easy to integrate Momentifi with Loanzify - no code necessary. See how you can get setup in minutes.

Select a trigger from Momentifi

A trigger is an event that starts your Zap and runs the workflow."
A trigger is the event that kicks off your automated workflow.

Setup an action from Loanzify

An action is what takes place after the automation is triggered. For example, with Loanzify, the action could be "Create Lead."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Momentifi to Loanzify

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Triggers and actions are the main components of every automated workflow.

Connect Momentifi and Loanzify 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.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Connect Momentifi and Loanzify to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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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.

    • Contact Email
      Required
    • Contact Tag
      Required
    Action
    Write
    • Contact Email
      Required
    • Contact Tag
      Required
    Action
    Write
    • Status
    Trigger
    Scheduled
    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 Email
      Required
    • 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
    Action
    Write
    • First Name
      Required
    • Last Name
      Required
    • Contact Email
      Required
    • Phone Number
      Required
    • Street
    • City
    • State
    • Zip
    • Contact Tag
      Required
    Action
    Write
    • Email Identifier
      Required
    • First Name
      Required
    • Last Name
      Required
    • Contact Email
      Required
    • Phone Number
      Required
    • Street
    • City
    • State
    • Zip
    Action
    Write
    • Contact Email
      Required
    • Last Name
    • First Name
    • IP Address
    Action
    Write
momentifi logo
momentifi logo
About Momentifi
Momentifi Integration with the Momentifi, Relationship Planner or CMPS applications
Help
Related categories
  • CRM (Customer Relationship Management)
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    loanzify logo
    loanzify logo
    About Loanzify
    Loanzify Digital POS platform is a fully customizable loan and client management tool.
    Help
    Related categories
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