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Connect Calendly to LoanOfficer.ai 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 Calendly with LoanOfficer.ai - no code necessary. See how you can get setup in minutes.

Select a trigger from Calendly

A trigger is an event that starts your Zap and runs the workflow. For example, with Calendly, a trigger could be "Invitee Canceled."
A trigger is the event that kicks off your automated workflow.

Setup an action from LoanOfficer.ai

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

That’s it! You just connected Calendly to LoanOfficer.ai

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

Connect Calendly and LoanOfficer.ai 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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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 Calendly and LoanOfficer.ai to unlock the power of automation

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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.

    • Webhook subscription scope
      Required
    Trigger
    Instant
    Try It
  • Calendly triggers, actions, and search
    Mark Invitee as No Show

    Marks a specific invitee as a no show.

    Action
    Write
    • contact ID
      Required
    • Borrower 1: First Name
      Required
    • Borrower 1: Last Name
      Required
    • Borrower1: Email
      Required
    • Borrower 1: Nick Name
    • Borrower1: SSN
    • Borrower1: Home Phone
    • Borrower1: Marital Status
    • Borrower1: Years in School
    • Borrower1: Birthdate
    • Borrower1: Credit Score
    • Borrower1: Dependents
    • Borrower1: Dependents Age
    • Borrower1: Current Address Type
    • Borrower1: Years at this address
    • Borrower1: Monthly Rent
    • Borrower1: Current Address
    • Borrower1: Current City
    • Borrower1: Current State
    • Borrower1: Current Zip
    • Borrower1: Mailing address different?
    • Borrower1: Mailing Address
    • Borrower1: Mailing City
    • Borrower1: Mailing State
    • Borrower1: Mailing Zip
    • Borrower1: Past Address Type
    • Borrower1: Years past address
    • Borrower1: Past Address
    • Borrower1: Past City
    • Borrower1: Past State
    • Borrower1: Past Zip
    • Borrower1: Are you self-employed?
    • Borrower1: Income
    • Borrower1: Employer Name
    • Borrower1: Business Phone
    • Borrower1: Employer Address
    • Borrower1: Employer City
    • Borrower1: Employer State
    • Borrower1: Employer Zip
    • Borrower1: Position/Title/Type of Business
    • Borrower1: Years on this job
    • Borrower1: Years in line of work
    • Borrower1: I do not wish to furnish this information
    • Borrower1: Ethnicity
    • Borrower1: Ethnicity Origin
    • Borrower1: Race
    • Borrower1: Asian Race Origin
    • Borrower1: Hawaiian Race Origin
    • Borrower1: Gender
    • Borrower1: Are there any outstanding judgments against you?
    • Borrower1: Have you been declared bankrupt within the past 7 years?
    • Borrower1: Have you had property foreclosed upon or given title or deed in lieu thereof in the last 7 years?
    • Borrower1: Are you a party to a lawsuit?
    • Borrower1: Have you directly or indirectly been obligated on any loan which resulted in foreclosure, transfer of title in lieu of foreclosure, or judgment?
    • Borrower1: Are you presently delinquent or in default on any Federal debt or any other loan, mortgage, financial obligation, bond, or loan guarantee?
    • Borrower1: Are you obligated to pay alimony, child support, or separate maintenance?
    • Borrower1: Is any part of the down payment borrowed?
    • Borrower1: Are you a co-maker or endorser on a note?
    • Borrower1: Are you a U.S. citizen?
    • Borrower1: Are you a permanent resident alien?
    • Borrower1: Do you intend to occupy the property as your primary residence?
    • Borrower1: Have you had an ownership interest in a property in the last three years?
    • Borrower 2: First Name
    • Borrower 2: Last Name
    • Borrower2: Email
    • Borrower 2: Nick Name
    • Borrower2: SSN
    • Borrower2: Home Phone
    • Borrower2: Marital Status
    • Borrower2: Years in School
    • Borrower2: Birthdate
    • Borrower2: Credit Score
    • Borrower2: Dependents
    • Borrower2: Dependents Age
    • Borrower2: Current Address Type
    • Borrower2: Years at this address
    • Borrower2: Monthly Rent
    • Borrower2: Current Address
    • Borrower2: Current City
    • Borrower2: Current State
    • Borrower2: Current Zip
    • Borrower2: Mailing address different?
    • Borrower2: Mailing Address
    • Borrower2: Mailing City
    • Borrower2: Mailing State
    • Borrower2: Mailing Zip
    • Borrower2: Past Address Type
    • Borrower2: Years past address
    • Borrower2: Past Address
    • Borrower2: Past City
    • Borrower2: Past State
    • Borrower2: Past Zip
    • Borrower2: Are you self-employed?
    • Borrower2: Income
    • Borrower2: Employer Name
    • Borrower2: Business Phone
    • Borrower2: Employer Address
    • Borrower2: Employer City
    • Borrower2: Employer State
    • Borrower2: Employer Zip
    • Borrower2: Position/Title/Type of Business
    • Borrower2: Years on this job
    • Borrower2: Years in line of work
    • Borrower2: I do not wish to furnish this information
    • Borrower2: Ethnicity
    • Borrower2: Ethnicity Origin
    • Borrower2: Race
    • Borrower2: Asian Race Origin
    • Borrower2: Hawaiian Race Origin
    • Borrower2: Gender
    • Borrower2: Are there any outstanding judgments against you?
    • Borrower2: Have you been declared bankrupt within the past 7 years?
    • Borrower2: Have you had property foreclosed upon or given title or deed in lieu thereof in the last 7 years?
    • Borrower2: Are you a party to a lawsuit?
    • Borrower2: Have you directly or indirectly been obligated on any loan which resulted in foreclosure, transfer of title in lieu of foreclosure, or judgment?
    • Borrower2: Are you presently delinquent or in default on any Federal debt or any other loan, mortgage, financial obligation, bond, or loan guarantee?
    • Borrower2: Are you obligated to pay alimony, child support, or separate maintenance?
    • Borrower2: Is any part of the down payment borrowed?
    • Borrower2: Are you a co-maker or endorser on a note?
    • Borrower2: Are you a U.S. citizen?
    • Borrower2: Are you a permanent resident alien?
    • Borrower2: Do you intend to occupy the property as your primary residence?
    • Borrower2: Have you had an ownership interest in a property in the last three years?
    • Are you looking to
    • Occupancy
    • What do you estimate your loan amount to be?
    • About how much do you think your property is worth?
    • How much do you plan to spend?
    • Source of Down Payment?
    • Budget
    • Which state are you purchasing in
    • How long would you like the loan term to be?
    • Loan Officer
    • Lead Status
    • Lead Source
    • Lead Purpose
    • Contact Owner
    • Notes
    • Asset Type
    • Asset Name
    • Asset Value
    • Properties Address
    • Properties City
    • Properties State
    • Properties Zip
    • What are your plans for this property?
    • Select property type
    • Estimated Market Value
    • Outstanding Loan Balance
    • Principal & Interest Payment
    • Insurance, Taxes, HOA, Maint., etc(PER MONTH)
    • Loan Name
    • Mortgage Type
    • Original Loan Amount
    • Loan Start Date
    • Interest Rate
    • Interest Rate Type
    • Original Loan Term (months) (months 0 - 600)
    • Current Escrow Balance
    • Insurance
    • Taxes
    • Mort. Ins.
    • Other
    • Balance Remaining
    • As of Date
    • Are you applying for the loan by yourself or with co-borrowers?
    • Loan Status
    Action
    Write
    • Borrower1: Email
      Required
    Action
    Search

Learn how to automate Calendly on the Zapier blog.

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About Calendly
Calendly is an elegant and simple scheduling tool for businesses that eliminates email back and forth. It helps save time so that businesses can provide great service and increase sales.
Learn moreHelp
Related categories
  • Scheduling & Booking
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About LoanOfficer.ai
Loan Officer.ai CRM will help you manage every front of your mortgage business and grow like never before - without the stress.
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