Dealpath Integrations

Name: Zapier
Availability: InStock

Beta

Sales & CRM

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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No-code AI automation
Full audit trails and controls
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Easy visual workflow builder
8,000+ apps, 450+ AI tools
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Slack

Team Chat

Salesforce

CRM (Customer Relationship Management)

Google Sheets

Google, Spreadsheets

Airtable

Databases

ActiveCampaign

Marketing Automation

Microsoft SharePoint

Microsoft, Team Collaboration

Box

File Management & Storage

Slack

Team Chat

Salesforce

CRM (Customer Relationship Management)

Google Sheets

Google, Spreadsheets

Airtable

Databases

ActiveCampaign

Marketing Automation

Microsoft SharePoint

Microsoft, Team Collaboration

Slack

Team Chat

Salesforce

CRM (Customer Relationship Management)

Google Sheets

Google, Spreadsheets

Airtable

Databases

ActiveCampaign

Marketing Automation

Microsoft SharePoint

Microsoft, Team Collaboration

Box

File Management & Storage

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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 Box folders for new Dealpath deals
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Dealpath + Box
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

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 Box folders for new Dealpath deals

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Dealpath + Box

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

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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- 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
- 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
- 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
- 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
- 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
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- Investment ID
  Required
- Deal 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
- 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
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
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
- 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

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About Dealpath

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

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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 Box folders for new Dealpath deals

Create Google Drive folders for new deals in Dealpath