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Connect LoanOfficer.ai to Webhooks by Zapier and automate any workflow

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

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How Zapier works

Zapier makes it easy to integrate LoanOfficer.ai with Webhooks by Zapier - no code necessary. See how you can get setup in minutes.

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 Webhooks by Zapier

An action is what takes place after the automation is triggered. For example, with Webhooks by Zapier, the action could be "Custom Request."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected LoanOfficer.ai to Webhooks by Zapier

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.
Triggers and actions are the main components of every automated workflow.

Connect LoanOfficer.ai and Webhooks 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.
An illustration representing how to automate lead management with Zapier.

Connect LoanOfficer.ai and Webhooks by Zapier to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

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
  • Webhooks by Zapier triggers, actions, and search
    Catch Raw Hook

    Wait for a new POST, PUT, or GET to a Zapier URL. Gives the request body unparsed (max 2 MB) and also includes headers.

    Trigger
    Instant
    Try It
    • Method
      Required
    • URL
      Required
    • Data Pass-Through?
    • Data
    • Unflatten
    • Basic Auth
    • Headers
    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
    • URL
      Required
    • Key
    • Deduplication Key
    • Xpath
    • Basic Auth
    • Headers
    Trigger
    Scheduled
    Try It
    • Key
    Trigger
    Instant
    Try It
    • URL
      Required
    • Data
    • Send As JSON
    • JSON key
    • Unflatten
    • Basic Auth
    • Headers
    Action
    Write

Automate Webhooks by Zapier: 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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  • CRM (Customer Relationship Management)
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    About Webhooks by Zapier
    Webhooks simply POST data (or JSON) to a specific URL every time we see something new. Webhooks can also accept data (or JSON) to kick off a workflow in Zapier.
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