Connect LoanOfficer.ai to ActiveCampaign and automate any workflow
1. Choose a Trigger
An event that starts an automation
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
How Zapier works
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Connect LoanOfficer.ai and ActiveCampaign to unlock the power of automation
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Choose a Trigger
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Choose an Action
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.
- First NameRequired
- Last NameRequired
- EmailRequired
- PhoneRequired
- 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
- EmailRequired
- Custom ObjectRequired
Try It- New or Updated Account
Triggers when a new account is added or an existing account's details are updated.
Try It
- Contact IDRequired
- First NameRequired
- Last NameRequired
- EmailRequired
- PhoneRequired
- 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
- Custom ObjectRequired
- Trigger EventsRequired
Try It- Task Type (Optional)
Try It- New Automation Webhook
Triggers when an automation sends out webhook data. To add a webhook in ActiveCampaign, navigate to your Automations section, add or edit an automation, and create a new "Webhook" action.
Try It
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ActiveCampaign is a customer experience automation (CXA) platform that helps businesses meaningfully engage customers. Access pre-built automations that combine transactional email and email marketing, marketing automation, ecommerce marketing, and CRM for powerful segmentation and personalization across social, email, messaging, chat, and text.
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