Dealpath Integrations

Name: Zapier
Availability: InStock

Put Dealpath to work with AI and enterprise-grade automation

Automate smarter with Dealpath and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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Box

File Management & Storage

Asana

Project Management

Airtable

Databases

ActiveCampaign

Marketing Automation

Box

File Management & Storage

Asana

Project Management

Airtable

Databases

ActiveCampaign

Marketing Automation

Box

File Management & Storage

Asana

Project Management

Airtable

Databases

ActiveCampaign

Marketing Automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Send Slack channel messages for new deals created in Dealpath
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Dealpath + Slack
Create Dealpath properties and deals from new Google Sheets rows
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Google Sheets + Dealpath
Create Google Drive folders for new deals in Dealpath
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Dealpath + Google Drive
Create Dropbox folders for new deals in Dealpath
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Dealpath + Dropbox
Add new Dealpath files to Box
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Dealpath + Box
Create Box folders for new deals in Dealpath
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Dealpath + Box

Send Slack channel messages for new deals created in Dealpath

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Dealpath + Slack

Create Dealpath properties and deals from new Google Sheets rows

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Google Sheets + Dealpath

Create Google Drive folders for new deals in Dealpath

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Dealpath + Google Drive

Create Dropbox folders for new deals in Dealpath

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Dealpath + Dropbox

Add new Dealpath files to Box

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Dealpath + Box

Create Box folders for new deals in Dealpath

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Dealpath + Box

Create Microsoft Sharepoint folders for new deals in Dealpath

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Dealpath + Microsoft SharePoint

Create Microsoft Sharepoint folders for new deals in Dealpath
Premium
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Dealpath + Microsoft SharePoint

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.

Asset Updated
Triggers when an asset is updated in Dealpath.
Trigger
Instant
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Field Edited
Triggers when a custom field value changes. Can be filtered by entity type and specific field.
Trigger
Instant
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File Updated
Triggers when a file is modified (renamed, moved, or tags changed).
Trigger
Instant
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New Asset Created
Triggers when a new asset is created in Dealpath.
Trigger
Instant
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New Loan Created
Triggers when a new loan is created in Dealpath.
Trigger
Instant
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Property Updated
Triggers when a property is updated in Dealpath.
Trigger
Instant
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- Investment ID
  Required
- Deal ID
  Required
Action
Write

- Asset ID
  Required
- Loan ID
  Required
Action
Write
- Asset ID
  Required
- Property ID
  Required
Action
Write
- Loan ID
  Required
- Property ID
  Required
Action
Write
- Deal Name
  Required
- Deal Type
- Property IDs
Action
Write
- Deal ID
  Required
- File Name
  Required
- Parent Folder ID
  Required
- File
  Required
- File Content Type
- File Tag IDs
Action
Write
- Deal
  Required
- Folder Name
  Required
- Parent Folder
Action
Write
- Investment Name
  Required
- Deal IDs
- Asset IDs
- Investment Type
  Required
Action
Write
Create List Option
Creates a new option for a list/dropdown field in Dealpath.
Action
Write
- Property Name
  Required
- Property Type
  Required
- Address Line 1
- Address Line 2
- City
- State
- Postal Code
- Country
- Latitude
- Longitude
Action
Write
- Deal ID
  Required
Action
Write
- Deal ID
  Required
- Field Definition ID
  Required
- Derived Field ID
Action
Write
- Property ID
  Required
- Field Definition ID
  Required
- Linked Entity ID
- Derived Field ID
Action
Write
- Fund ID
  Required
Action
Write
- Loan ID
  Required
Action
Write
- Investment ID
  Required
- Deal ID
  Required
Action
Write
- Deal
  Required
- Property
  Required
Action
Write
- File ID
  Required
- File Name
  Required
- File Content Type
  Required
Action
Write
- Deal
  Required
- Deal Name
  Required
Action
Write
- Asset ID
  Required
- Field Definition
  Required
- Field Value
  Required
- Derived Field ID
Action
Write
- Loan ID
  Required
- Field Definition
  Required
- Field Value
  Required
- Derived Field ID
Action
Write
- Fund ID
  Required
- Fund Name
  Required
Action
Write
Update List Option
Updates an existing list option in Dealpath (rename or enable/disable).
Action
Write
- Property ID
  Required
- Property Name
- Address Line 1
- Address Line 2
- City
- State
- Postal Code
- Country
- Latitude
- Longitude
Action
Write
- Record Type
- Search Query
  Required
Action
Search
- Deal ID
  Required
Action
Search
- Field Definition ID
  Required
- Sparse (Only Populated Fields)
- Deal IDs
- Property IDs
- Investment IDs
- Derived Field ID
Action
Search
- Deal ID
  Required
- Field Definition IDs
- Sparse (Only Populated Fields)
- Include Demographic Fields
- Derived Field ID
Action
Search
- Loan ID
  Required
- Field Definition IDs
- Sparse (Only Populated Fields)
- Include Demographic Fields
- Derived Field ID
Action
Search
- Asset ID
  Required
- Parent Folder IDs
- File Tag Definition IDs
- Updated Before
- Updated After
Action
Search
- Search
Action
Search
- Deal ID
  Required
- Folder IDs
- Parent Folder IDs
- File Tag Definition IDs
Action
Search
- Investment IDs
- Deal IDs
- Asset IDs
- Updated Before
- Updated After
Action
Search
- Deal IDs
- Asset IDs
- Updated Before
- Updated After
Action
Search
- Asset ID
  Required
- Role Definition IDs
Action
Search

Deal Updated
Triggers when a deal is updated in Dealpath.
Trigger
Instant
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File Created
Triggers when a new file is uploaded to a deal or asset.
Trigger
Instant
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Loan Updated
Triggers when a loan is updated in Dealpath.
Trigger
Instant
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New Deal Created
Triggers when a new deal is created in Dealpath.
Trigger
Instant
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New Property Created
Triggers when a new property is created in Dealpath.
Trigger
Instant
Try It
- Fund ID
  Required
- Deal ID
  Required
Action
Write
- Fund ID
  Required
- Investment ID
  Required
Action
Write
- Deal ID
  Required
- Loan ID
  Required
Action
Write
- Deal ID
  Required
- Property ID
  Required
Action
Write
- Asset Name
  Required
- Asset Type
  Required
- Property IDs
Action
Write
- Asset ID
  Required
- File Name
  Required
- Parent Folder ID
  Required
- File
  Required
- File Content Type
- File Tag IDs
Action
Write
- Asset
  Required
- Folder Name
  Required
- Parent Folder
Action
Write
- Fund Name
  Required
- Fund Type
  Required
Action
Write
- Tenant Name
  Required
- Property ID
  Required
- Begin Date
  Required
- Suite ID
  Required
- Leased Area
  Required
Action
Write
- Loan Name
  Required
- Attach Loan To
  Required
- Loan Type
  Required
- Loan Status
  Required
Action
Write
- Asset ID
  Required
Action
Write
- Asset ID
  Required
- Field Definition ID
  Required
- Derived Field ID
Action
Write
- Loan ID
  Required
- Field Definition ID
  Required
- Derived Field ID
Action
Write
- File ID
  Required
Action
Write
Delete List Option
Deletes a list option from Dealpath. Can optionally transfer existing values to another option.
Action
Write
- Property ID
  Required
Action
Write
- Asset ID
  Required
- Property ID
  Required
Action
Write
- Loan ID
  Required
- Property ID
  Required
Action
Write
- Asset ID
  Required
- Asset Name
  Required
Action
Write
- Deal ID
  Required
- Deal Status
  Required
Action
Write
- Deal ID
  Required
- Field Definition
  Required
- Field Value
  Required
- Derived Field ID
Action
Write
- Property ID
  Required
- Field Definition
  Required
- Field Value
  Required
- Linked Entity ID
- Derived Field ID
Action
Write
- Investment ID
  Required
- Investment Name
  Required
Action
Write
- Loan ID
  Required
- Loan Name
- Loan Type ID
- Loan Status ID
Action
Write
- Person Type
  Required
Action
Search
- Property IDs
- Updated Before
- Updated After
Action
Search
- Property IDs
- Investment IDs
- Updated Before
- Updated After
Action
Search
- Asset ID
  Required
- Field Definition IDs
- Sparse (Only Populated Fields)
- Include Demographic Fields
- Derived Field ID
Action
Search
- Investment ID
  Required
- Field Definition IDs
- Sparse (Only Populated Fields)
- Derived Field ID
Action
Search
- Property ID
  Required
- Field Definition IDs
- Linked Entity IDs
- Sparse (Only Populated Fields)
- Include Demographic Fields
- Derived Field ID
Action
Search
- Deal ID
  Required
- Parent Folder IDs
- File Tag Definition IDs
- Updated Before
- Updated After
Action
Search
- Asset ID
  Required
- Folder IDs
- Parent Folder IDs
- File Tag Definition IDs
Action
Search
- Fund IDs
- Investment IDs
- Deal IDs
- Asset IDs
- Updated Before
- Updated After
- Next Token
Action
Search
- Property IDs
- Deal IDs
- Asset IDs
- Updated Before
- Updated After
Action
Search
- Property ID
  Required
Action
Search
- Deal ID
  Required
- Role Definition IDs
Action
Search

For builders

Let your AI safely access Dealpath

Go beyond Zap workflows. Install Zapier in your AI to call Dealpath actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

No code

Call actions in natural language with Zapier MCP

Act in Dealpath from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

Example actions on this page

Attach Deal to Fund
Attach Deal to Investment

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP

Code

Work in code with the Zapier SDK

Expose Dealpath actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

Install

npm install @zapier/zapier-sdk
npm install -D @zapier/zapier-sdk-cli
zapier-sdk login
# create a Dealpath connection @ https://zapier.com/app/assets/connections

Run an action

// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";

const zapier = createZapierSdk();

const { data: connection } = await zapier.findFirstConnection({ app: "dealpath", owner: "me" });

await zapier.runAction({
  app: 'dealpath',
  action: 'attach_deal_to_fund',
  connection: connection.id,
  input: {
    {inputKeyValuePairs}
  },
});

Open the SDK docs

Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

Dealpath Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About Dealpath

Dealpath is a real estate investment management platform that centralizes deals, assets, and workflows for data-driven execution.

HelpHelp

Related categories

Sales & CRM

Dealpath Integrations

Put Dealpath to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Send Slack channel messages for new deals created in Dealpath

Create Dealpath properties and deals from new Google Sheets rows

Create Google Drive folders for new deals in Dealpath