Integrate Prequal Solutions with Salesforce to automate your work
How Zapier works
Zapier makes it easy to integrate Prequal Solutions with Salesforce - no code necessary. See how you can get setup in minutes.
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Connect Prequal Solutions and Salesforce to unlock the power of automation
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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.
- Applicant Processed
Triggers when an applicant is processed, or when an applicant is attempted to be processed but fails.
Try It - Sort
- Limit
- Offset
- Lender ID
- Email Address
- Applicant ID
- New Contact
Triggers when a new Contact is created.
Try It - New Lead
Triggers when a new Lead is created.
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- Lender ID
- First NameRequired
- Last NameRequired
- Street AddressRequired
- CityRequired
- StateRequired
- Zip CodeRequired
- Phone NumberRequired
- Email AddressRequired
- Middle Name
- Date of Birth
- SSN
- Force Repull
- Annual Income
- Previous Street Address
- Previous City
- Previous State
- Previous Zip Code
- Hard Pull
- Request MLA Search
- Custom Fields
- Utm_source
- Utm_medium
- Utm_campaign
- Utm_term
- Utm_content
- New Case Attachment
Triggers when a new Attachment is added to a case.
Try It - History ObjectRequired
Try It- New Outbound Message
Triggers when a new outbound message is received in Salesforce.
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