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Connect Flotiq to Usherpa and automate your work

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2. Choose an Action
The event an automation performs after it's triggered
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Select a trigger from Flotiq

A trigger is an event that starts your Zap and runs the workflow. For example, with Flotiq, a trigger could be "Deleted Content Object."
A trigger is the event that kicks off your automated workflow.

Setup an action from Usherpa

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

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

Make work flow with AI

Level up your Flotiq to Usherpa integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Connect Flotiq and Usherpa 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.
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Connect Flotiq and Usherpa 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.

    • Content Type Definition Name
    Trigger
    Instant
    Try It
    • Content Type Definition Name
    Trigger
    Scheduled
    Try It
    • Content Type Definition Name
    Action
    Write
    • Loan Identifier
      Required
    • Loan Officer Email
      Required
    • Borrower First Name
    • Borrower Middle Name
    • Borrower Last Name
      Required
    • Borrower Salutation
    • Borrower Nick Name
    • Borrower Mobile Phone
    • Borrower Work Phone
    • Borrower Home Phone
    • Borrower Email
    • Borrower Best Way To Contact
    • Borrower Mailing Address
    • Borrower Mailing City
    • Borrower Mailing State
    • Borrower Mailing Postal Code
    • Borrower Company Name
    • Borrower Fico Score
    • Borrower Job Title
    • Borrower Birthday
    • Co-Borrower First Name
    • Co-Borrower Middle Name
    • Co-Borrower Last Name
    • Co-Borrower Salutation
    • Co-Borrower Nick Name
    • Co-Borrower Mobile Phone
    • Co-Borrower Home Phone
    • Co-Borrower Work Phone
    • Co-Borrower Email
    • Co-Borrower Best Way To Contact
    • Co-Borrower Fico Score
    • Co-Borrower Birth Day
    • Display Name
    • Group Name
    • Loan Notes
    • Language
    • Own Primary Residence
    • Referrer Name
    • Actual Close Date
    • Application Date
    • Appraisal Ordered Date
    • Appraisal Received Date
    • Approval Date
    • Cancellation Date
    • CD Sent Date
    • CD Receipt Date
    • Cleared to Close Date
    • Construction Close Date
    • Credit Pulled Date
    • Decision Date
    • Denied Date
    • Docs To Escrow Title Date
    • Estimated Close Date
    • First Payment Due Date
    • Lock Date
    • Lock Expiration Date
    • Loan In Process Date
    • Loan Modified Date
    • Servicing Next Payment Due Date
    • Signed Date
    • Sold Date
    • Submitted To Underwriting Date
    • Appraised Value
    • Association Dues
    • CLTV
    • Documentation Type
    • Hazard Insurance
    • Is In Flood Zone
    • Lien Position
    • Loan Status
    • Loan ARM Index
    • Loan ARM Margin
    • Loan Interest Rate
    • Loan Amount
    • Loan Number
    • Loan Product
    • Loan Type
    • Loan LTV
    • Loan Monthly Payment
    • Loan Purpose
    • Loan Term
    • Occupancy
    • PMI
    • Property Taxes
    • Purchase Price
    • Total Down Payment
    • Total Loan Amount
    • Total Monthly Payment
    • Secondary Loan ARM Margin
    • Secondary Loan ARM Index
    • Secondary Loan Interest Rate
    • Secondary Loan Amount
    • Secondary Loan Number
    • Secondary Loan Product
    • Secondary Loan Type
    • Secondary Loan LTV
    • Secondary Loan Monthly Payment
    • Property Street Address
    • Property City
    • Property County
    • Property State
    • Property Postal Code
    • Escrow Company Name
    • Escrow Street Address
    • Escrow City
    • Escrow State
    • Escrow Postal Code
    • Escrow Phone Number
    • Escrow Fax Number
    • Escrow No.
    • Title Attn
    • Buyer Agent Name
    • Buyer Agent Company
    • Buyer Agent Title
    • Buyer Agent License No.
    • Buyer Agent Email
    • Buyer Agent Mobile Phone Number
    • Buyer Agent Work Phone Number
    • Buyer Agent Fax Number
    • Buyer Agent Street Address
    • Buyer Agent City
    • Buyer Agent State
    • Buyer Agent Postal Code
    • Listing Agent Name
    • Listing Agent Company
    • Listing Agent Title
    • Listing Agent License No.
    • Listing Agent Email
    • Listing Agent Mobile Phone Number
    • Listing Agent Work Phone Number
    • Listing Agent Fax Number
    • Listing Agent Street Address
    • Listing Agent City
    • Listing Agent State
    • Listing Agent Postal Code
    Action
    Write
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About Flotiq
Flotiq is an API-first CMS that takes care of hosting, securing and scaling to guarantee your content is always on.
Help
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About Usherpa
Usherpa is the easiest-to-use marketing crm for sales professionals that saves time, maximizes referrals and automates marketing.
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