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ChatGPT (OpenAI)
ChatGPT (OpenAI)
1. Choose trigger event
LoanOfficer.ai
LoanOfficer.ai
2. Choose action
1. Select the event
Setup
Test
ChatGPT (OpenAI)
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap.
Add your action
An action happens after the trigger—such as "Add Borrower to Campaigns" in LoanOfficer.ai.
You’re connected!
Zapier seamlessly connects ChatGPT (OpenAI) and LoanOfficer.ai, automating your workflow.
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.
Message
Images
Required
Max Tokens
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Text to Be Analyzed
Required
Model
Required
Analysis Type
Required
Info_1
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
User Message
Required
Model
Required
Use Latest Stable Version
Memory Key
User Name
Assistant Name
Assistant Instructions
Max Tokens
Temperature
Top P
Info_2
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Text to Be Classified
Required
Categories
Required
Model
Required
Max Tokens
Temperature
Top P
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Text to embed
Required
Model
Dimensions
Encoding format
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
File
Required
Prompt
Response Format
Timestamp Granularity
Language of the Audio
Temperature
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Unstructured Text
Required
Model
Required
Description
Required
Values to Extract
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Prompt
Required
Model
User
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Text to Be Summarized
Required
Model
Required
Max Tokens
Temperature
Top P
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
File
Required
Prompt
Response Format
Temperature
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Filename To Search For
Required
File_purpose_to_search_for
Action
This is an event a Zap performs.
Search
Find existing data in your app
Video
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Filename To Search For
Required
File_purpose_to_search_for
File
Required
Purpose
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Partner ID
Required
Campaigns
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
First Name
Required
Last Name
Email
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
Coborrower Email
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
Loan Pipeline
Loan Stage Id
Arive Loan ID
Contact Notes
Loan Stage Name (Arive)
Campaigns
Timezone
Custom Fields
Partner First Name
Partner Last Name
Partner Email
Partner Phone
Partner Company
Partner Role
Partner First Name
Partner Last Name
Partner Email
Partner Phone
Partner Company
Partner Role
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact ID
Required
Partner IDs
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
ID
Required
Message
Required
Attachment Url
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Partner ID
Required
First Name
Last Name
Email
Phone
Company
Partner Industry
Date of Birth
Website URL
Address
State
City
Zip Code
Do Not Distub
Tags
Owner
Followers
Source
Status
Campaigns
Timezone
Custom Fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Email
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Phone
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Message
Image
Required
Max Tokens
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Text to Be Analyzed
Required
Info_1
Max Tokens
Model
Required
Temperature
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Copy
Moderation Model
Required
Text to be classified
Images to Moderate
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Model
Required
User Message
Required
Instructions
Info_2
Use Prompt Template
Images
File_clarification
Files
Max Tokens
Tool Choice
Parallel Tool Calls
Max Tool Calls
Tools
Response Format
Advanced_warning
Memory Key
Prompt Cache Key
Safety Identifier
Metadata
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Image
Required
Mask
Prompt
Required
Model
End user ID
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Prompt
Required
Model
Duration (seconds)
Resolution
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Unstructured Text
Required
Model
Required
Description
Required
Values to Extract
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info_1
Info_2
Model
Required
Prompt
Required
Temperature
Maximum Length
Stop Sequences
Top P
Frequency Penalty
Presence Penalty
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info_1
Info_2
Model
Required
Text
Required
Voice
Required
Response_format
Speed
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Recipient Name
Required
Recipient Email
Required
From Name
Required
Email Prompt
Required
Tone
Required
Body Type
Required
Info_3
Model
Required
Max Tokens
Temperature
Top P
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Conversation ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Response ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Query
Required
Documents
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Borrower ID
Required
Campaigns
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact ID
Required
Partner First Name
Partner Last Name
Partner Email
Partner Phone
Partner Company
Partner Role
Partner First Name
Partner Last Name
Partner Email
Partner Phone
Partner Company
Partner Role
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
First Name
Required
Last Name
Email
Phone
Company
Partner Industry
Date of Birth
Website URL
Address
State
City
Zip Code
Do Not Distub
Tags
Owner
Followers
Source
Status
Campaigns
Timezone
Custom Fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
ID
Required
Message
Required
Subject
Required
CC
Attachment Urls
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact ID
Required
First Name
Last Name
Email
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
Coborrower Email
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
Loan Pipeline
Loan Stage Id
Arive Loan ID
Loan ID
Contact Notes
Loan Stage Name (Arive)
Campaigns
Timezone
Custom Fields
Partner First Name
Partner Last Name
Partner Email
Partner Phone
Partner Company
Partner Role
Partner First Name
Partner Last Name
Partner Email
Partner Phone
Partner Company
Partner Role
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
ID
Required
Loan ID
Action
This is an event a Zap performs.
Search
Find existing data in your app
Email
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
For AI agents & developers
Use ChatGPT (OpenAI) and LoanOfficer.ai with AI agents and code
Beyond Zap workflows. Call ChatGPT (OpenAI) and LoanOfficer.ai actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose ChatGPT (OpenAI) and LoanOfficer.ai actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Analyze Images
Add Borrower to Campaigns
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers have created over 25 million Zaps on the platform
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Connect ChatGPT (OpenAI) and LoanOfficer.ai to integrate crucial parts of your business
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Learn how to automate ChatGPT (OpenAI) on the Zapier blog
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