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Connect LoanOfficer.ai to Jotform and automate any workflow

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JotformJotform
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

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Select a trigger from LoanOfficer.ai

A trigger is an event that starts your Zap and runs the workflow."
A trigger is the event that kicks off your automated workflow.

Setup an action from Jotform

An action is what takes place after the automation is triggered. For example, with Jotform, the action could be "Assign Form."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected LoanOfficer.ai to Jotform

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Triggers and actions are the main components of every automated workflow.

Connect LoanOfficer.ai and Jotform 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.

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Connect LoanOfficer.ai and Jotform 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 Name
      Required
    • Last Name
      Required
    • Email
      Required
    • Phone
      Required
    • 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
    • PipelineId
      Required
    • Loan Stage Id
    Action
    Write
    • Email
      Required
    Action
    Search
    • Document
      Required
    Trigger
    Scheduled
    Try It
    • Select a form
      Required
    • Email
      Required
    • Invitation Message
    • Prefilled Field Permissions
    Action
    Write
    • Contact ID
      Required
    • First Name
      Required
    • Last Name
      Required
    • Email
      Required
    • Phone
      Required
    • 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
    • PipelineId
      Required
    • Loan Stage Id
    Action
    Write
    • Form
      Required
    Trigger
    Instant
    Try It
    • Select a form
      Required
    • Email
      Required
    • Invitation Message
    • Assignee Permission
    Action
    Write
    • Select a form
      Required
    Action
    Write

Automate Jotform: get inspired on the Zapier blog

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About LoanOfficer.ai
Loan Officer.ai CRM will help you manage every front of your mortgage business and grow like never before - without the stress.
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    About Jotform
    The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.
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