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Zapier makes it easy to integrate LendingPad with Zoho Books - no code necessary. See how you can get setup in minutes.

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LendingPad logo
LendingPad
LendingPad logo
LendingPad
1. Choose trigger event
Zoho Books logo
Zoho Books
Zoho Books logo
Zoho Books
2. Choose action
LendingPad logo
1. Select the event
Setup
Test
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LendingPad
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Loan Updated" from LendingPad.

Add your action

An action happens after the trigger—such as "Create Customer" in Zoho Books.

You’re connected!

Zapier seamlessly connects LendingPad and Zoho Books, 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.

  • LendingPad triggers, actions, and search
    Loan Updated

    Triggers when loan was updated.

    Trigger
    Instant
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    • Organization
      Required
    Trigger
    Instant
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    • Organization
      Required
    Trigger
    Instant
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    • Organization
      Required
    Trigger
    Instant
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    • Branch
    • Campaign
    • Borrower First Name
      Required
    • Borrower Last Name
      Required
    • Borrower Email
    • Borrower Mobile Phone
    • Borrower Home Phone
    • Borrower Work Phone
    • Borrower SSN
    • Borrower Birth Date
    • Borrower Current Address - Street
    • Borrower Current Address - City
    • Borrower Current Address - State
    • Borrower Current Address - Zip Code
    • Co-Borrower First Name
    • Co-Borrower Last Name
    • Co-Borrower Email
    • Co-Borrower Birth Date
    • Co-Borrower SSN
    • Co-Borrower Home Phone
    • Co-Borrower Mobile Phone
    • Co-Borrower Work Phone
    • Co-Borrower Current Address - Street
    • Co-Borrower Current Address - City
    • Co-Borrower Current Address - State
    • Co-Borrower Current Address - Zip Code
    • Occupancy
    • Purpose
      Required
    • LoanType
      Required
    • AppraisalValue
    • PurchasePrice
    • LoanAmount
    • CreditScore
    • Term
    • NoteRate
    • PropertyType
      Required
    • Units
    • OtherFinancing
    • CLTV
    • LTV
    • Program
    • SubjectPropertyAddressStreet
    • SubjectPropertyAddressCity
    • SubjectPropertyAddressState
    • SubjectPropertyAddressZipCode
    • ProposedHousingExpenseFirstMortgage
    • ProposedHousingExpenseOtherFinance
    • ProposedHousingExpenseHazardInsurance
    • ProposedHousingExpensePropertyTax
    • ProposedHousingExpenseMortgageInsurance
    • ProposedHousingExpenseHoa
    • ProposedHousingExpenseOther
    • Note
    • Loan Assistant ID
    • Loan Assistant Email
    • Loan Officer ID
    • Loan Officer Email
    • Loan Officer Nmls ID
    • Loan Processor ID
    • Loan Processor Email
    • Reference ID
    Action
    Write
    • Organization
      Required
    Trigger
    Instant
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    • Status
    • Organization
      Required
    Trigger
    Instant
    Try It
    • Organization
      Required
    • PAN Number
    • GSTIN or UIN
    • GST Treatment
    • Place of Contact
    • Contact Name
      Required
    • Company Name
    • First Name
    • Last Name
    • Email
    • Website
    • Phone
    • Mobile
    • Billing Address Address
    • Billing Address City
    • Billing Address Zip
    • Billing Address State
    • Billing Address Country
    • Billing Address Fax
    • Shipping Address Address
    • Shipping Address City
    • Shipping Address State
    • Shipping Address Country
    • Shipping Address Fax
    • Shipping Address Zip
    • Payment Terms
    • Notes
    • Vat Treatment
    • Tax Treatment
    • TRN Number
    • Place of Supply
    Action
    Write

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Connect LendingPad and Zoho Books 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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Make work flow with AI

Level up your LendingPad to Zoho Books integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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About LendingPad
LendingPad is a loan origination system to help streamline origination tasks, while strengthening communication and lowering the total cost of lending.
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eCommerce
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About Zoho Books
Zoho Books is cloud-based accounting software in which you can record, audit and analyze all financial transactions easily. With secure data storage, easy navigation and customizable features, Zoho Books provide a head start in accounting for small businesses.
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