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Dealpath
Dealpath
1. Choose trigger event
Filter by Zapier
Filter by Zapier
2. Choose action
1. Select the event
Setup
Test
Dealpath
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "Asset Updated" from Dealpath.
Add your action
An action happens after the trigger—such as "Only continue if..." in Filter by Zapier.
You’re connected!
Zapier seamlessly connects Dealpath and Filter by Zapier, 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.
Create a new record or update an existing record in your app.
Fund ID
Required
Investment ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Deal ID
Required
Loan ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Deal ID
Required
Property ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Asset Name
Required
Asset Type
Required
Property IDs
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Asset ID
Required
File Name
Required
Parent Folder ID
Required
File
Required
File Content Type
File Tag IDs
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Asset
Required
Folder Name
Required
Parent Folder
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Fund Name
Required
Fund Type
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Tenant Name
Required
Property ID
Required
Begin Date
Required
Suite ID
Required
Leased Area
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Loan Name
Required
Attach Loan To
Required
Loan Type
Required
Loan Status
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Asset ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Asset ID
Required
Field Definition ID
Required
Derived Field ID
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Loan ID
Required
Field Definition ID
Required
Derived Field ID
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
File ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Delete List Option
Deletes a list option from Dealpath. Can optionally transfer existing values to another option.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Property ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Asset ID
Required
Property ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Loan ID
Required
Property ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Asset ID
Required
Asset Name
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Deal ID
Required
Deal Status
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Deal ID
Required
Field Definition
Required
Field Value
Required
Derived Field ID
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Property ID
Required
Field Definition
Required
Field Value
Required
Linked Entity ID
Derived Field ID
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Investment ID
Required
Investment Name
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Loan ID
Required
Loan Name
Loan Type ID
Loan Status ID
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Person Type
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Property IDs
Updated Before
Updated After
Action
This is an event a Zap performs.
Search
Find existing data in your app
Property IDs
Investment IDs
Updated Before
Updated After
Action
This is an event a Zap performs.
Search
Find existing data in your app
Asset ID
Required
Field Definition IDs
Sparse (Only Populated Fields)
Include Demographic Fields
Derived Field ID
Action
This is an event a Zap performs.
Search
Find existing data in your app
Investment ID
Required
Field Definition IDs
Sparse (Only Populated Fields)
Derived Field ID
Action
This is an event a Zap performs.
Search
Find existing data in your app
Property ID
Required
Field Definition IDs
Linked Entity IDs
Sparse (Only Populated Fields)
Include Demographic Fields
Derived Field ID
Action
This is an event a Zap performs.
Search
Find existing data in your app
Deal ID
Required
Parent Folder IDs
File Tag Definition IDs
Updated Before
Updated After
Action
This is an event a Zap performs.
Search
Find existing data in your app
Asset ID
Required
Folder IDs
Parent Folder IDs
File Tag Definition IDs
Action
This is an event a Zap performs.
Search
Find existing data in your app
Fund IDs
Investment IDs
Deal IDs
Asset IDs
Updated Before
Updated After
Next Token
Action
This is an event a Zap performs.
Search
Find existing data in your app
Property IDs
Deal IDs
Asset IDs
Updated Before
Updated After
Action
This is an event a Zap performs.
Search
Find existing data in your app
Property ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Deal ID
Required
Role Definition IDs
Action
This is an event a Zap performs.
Search
Find existing data in your app
For AI agents & developers
Use Dealpath and Filter by Zapier with AI agents and code
Beyond Zap workflows. Call Dealpath and Filter by Zapier 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 Dealpath and Filter by Zapier actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Attach Deal to Fund
Only continue if...
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 who say using Zapier has made them better at their job
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Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Connect Dealpath and Filter by Zapier 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
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.
Create more impactful campaigns with automation
Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
Resolve incidents faster with automation
Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
Learn how to automate Filter by Zapier on the Zapier blog
Make work flow with AI
Level up your Dealpath to Filter by Zapier integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.
