Prequal Solutions + Webhooks by Zapier + Zoho CRM Integrations

How to connect Prequal Solutions + Webhooks by Zapier + Zoho CRM

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Do even more with Prequal Solutions + Webhooks by Zapier + Zoho CRM

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 Prequal Solutions, Webhooks by Zapier, and Zoho CRM. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

Applicant Processed
Triggers when an applicant is processed, or when an applicant is attempted to be processed but fails.
Trigger
Instant
Try It
- Sort
- Limit
- Offset
- Lender ID
- Email Address
- Applicant ID
Action
Search
Catch Raw Hook
Wait for a new POST, PUT, or GET to a Zapier URL. Gives the request body unparsed (max 2 MB) and also includes headers.
Trigger
Instant
Try It
- MethodRequired
- URLRequired
- Data Pass-Through?
- Data
- Unflatten
- Basic Auth
- Headers
Action
Write
- URLRequired
- Payload Type
- Data
- Wrap Request In Array
- File
- Unflatten
- Basic Auth
- Headers
Action
Write

New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
- ModuleRequired
Trigger
Instant
Try It

New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Scheduled
Try It
- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write
- LeadRequired
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
Action
Write
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
- LayoutRequired
- Trigger
Action
Search or write

- Lender IDRequired
- 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
Action
Write
- URLRequired
- Key
- Deduplication Key
- Xpath
- Basic Auth
- Headers
Trigger
Scheduled
Try It
- Pick off a Child Key
Trigger
Instant
Try It
- URLRequired
- Query String Params
- Send As JSON
- JSON key
- Unflatten
- Basic Auth
- Headers
Action
Write
- URLRequired
- Payload Type
- Data
- Wrap Request In Array
- File
- Unflatten
- Basic Auth
- Headers
Action
Write
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search

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How Prequal Solutions + Webhooks by Zapier + Zoho CRM Integrations Work

Step 1: Authenticate Prequal Solutions, Webhooks by Zapier, and Zoho CRM.
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.

Connect apps

Connect Prequal Solutions + Webhooks by Zapier + Zoho CRM

About Prequal Solutions

Prequal Solutions allows access to Fraud Protection Network's platform for credit prequalifications.

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Related categories

Ads & Conversion

About Webhooks by Zapier

Webhooks simply POST data (or JSON) to a specific URL every time we see something new. Webhooks can also accept data (or JSON) to kick off a workflow in Zapier.

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Related categories

About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

Help

Prequal Solutions + Webhooks by Zapier + Zoho CRM Integrations

How to connect Prequal Solutions + Webhooks by Zapier + Zoho CRM

Do even more with Prequal Solutions + Webhooks by Zapier + Zoho CRM

Applicant Processed

Get Prequal Results

Sort

Limit

Offset

Lender ID

Email Address

Applicant ID

Catch Raw Hook

Custom Request

Data Pass-Through?

Data

Unflatten

Basic Auth

Headers

POST

Payload Type

Data

Wrap Request In Array

File

Unflatten

Basic Auth

Headers

New Contact

New Module Entry

New or Updated Lead

New User

Add Attachment

File name

Convert Lead

Notify lead owner

Notify new entity owner

Account ID

Overwrite

Contact ID

Assign to

Update Module Entry

Trigger

Create/Update Module Entry

Trigger

duplicate check fields

Find Module Entry

Optional Copy

Field name 2

Value 2

Create Module Entry

Optional Copy

Field name 2

Value 2

Trigger

Process Applicant

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

Retrieve Poll

Key

Deduplication Key

Xpath

Basic Auth

Headers

Catch Hook

Pick off a Child Key

GET