Connect Cardtapp and LoanOfficer.ai to unlock the power of automation
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Choose a Trigger
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Choose an Action
How Zapier works
Zapier makes it easy to integrate Cardtapp with LoanOfficer.ai - no code necessary. See how you can get setup in minutes.
Select a trigger from Cardtapp
A trigger is an event that starts your Zap and runs the workflow. For example, with Cardtapp, a trigger could be "Tapper Created."
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."
That’s it! You just connected Cardtapp to LoanOfficer.ai
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Connect Cardtapp 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.
Automate your lead management and improve conversions
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Provide world-class support with a little help from 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.
- Tapper Created
Triggers when a new Tapper is created.
Try It - NameRequired
- Phone
- Tags
- E-Mail
- Send Share
- Note
- Lead Source
- Cobranded With
- First NameRequired
- Last NameRequired
- E-Mail
- Phone
- Date of Birth
- Social Security Number
- Employer Name
- Job Title
- Credit Score
- Credit Score Date
- Gross Annual Income
- Address
- State
- City
- Zip Code
- Coborrower First Name
- Coborrower Last Name
- CoborrowerEmail
- Coborrower Phone
- Coborrower Date of Birth
- Coborrower Social Security Number
- coborrower Employer Name
- Coborrower Job Title
- Coborrower Credit Score
- Coborrower Credit Score Date
- Coborrower Gross Annual Income
- Coborrower Address
- Coborrower State
- Coborrower City
- Coborrower Zip Code
- Do Not Distub
- Tags
- Owner
- Followers
- Source
- Status
- Type
- Mortgage Type
- Mortgage Address
- Mortgage City
- Mortgage State
- Mortgage Zip code
- Mortgage Monthly Debts
- mortgage Debt To Income
- Loan Offer Name
- Loan Notes
- Loan Amount
- Loan Balance Remaining
- loan Balance Remaining Date
- Loan Interest Rate
- Loan Term
- Loan Start Date
- Loan Total Payment
- Loan Total Monthly Payment
- Loan Additional Monthly Payment
- Loan Estimated Closing Costs
- Loan Estimated Prepaid Items
- Loan Other Estimates
- loan Homeowners Insurance
- Loan Taxes
- loan Mortgage Insurance
- Loan Other
- Loan Down Payment
- Loan Purchase Price
- Loan Commission Value
- Loan Lender
- Loan Type
- PipelineIdRequired
- Loan Stage Id
- E-Mail
- Tapper Updated
Triggers when a new Tapper is updated.
Try It - Tapper External IDRequired
- Contact IDRequired
- First NameRequired
- Last NameRequired
- E-Mail
- Phone
- Date of Birth
- Social Security Number
- Employer Name
- Job Title
- Credit Score
- Credit Score Date
- Gross Annual Income
- Address
- State
- City
- Zip Code
- Coborrower First Name
- Coborrower Last Name
- CoborrowerEmail
- Coborrower Phone
- Coborrower Date of Birth
- Coborrower Social Security Number
- coborrower Employer Name
- Coborrower Job Title
- Coborrower Credit Score
- Coborrower Credit Score Date
- Coborrower Gross Annual Income
- Coborrower Address
- Coborrower State
- Coborrower City
- Coborrower Zip Code
- Do Not Distub
- Tags
- Owner
- Followers
- Source
- Status
- Type
- Mortgage Type
- Mortgage Address
- Mortgage City
- Mortgage State
- Mortgage Zip code
- Mortgage Monthly Debts
- mortgage Debt To Income
- Loan Offer Name
- Loan Notes
- Loan Amount
- Loan Balance Remaining
- loan Balance Remaining Date
- Loan Interest Rate
- Loan Term
- Loan Start Date
- Loan Total Payment
- Loan Total Monthly Payment
- Loan Additional Monthly Payment
- Loan Estimated Closing Costs
- Loan Estimated Prepaid Items
- Loan Other Estimates
- loan Homeowners Insurance
- Loan Taxes
- loan Mortgage Insurance
- Loan Other
- Loan Down Payment
- Loan Purchase Price
- Loan Commission Value
- Loan Lender
- Loan Type
- PipelineIdRequired
- Loan Stage Id
Learn how to automate Cardtapp on the Zapier blog
Learn how to automate LoanOfficer.ai on the Zapier blog
About Cardtapp
Retain customers, capture more referrals, and sell more with your own digital business card app from Cardtapp.
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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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