Connect Lev and Formatter by Zapier to power AI-driven automation

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Choose a Trigger

Choose an Action

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

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Deal" from Lev.

Add your action

An action happens after the trigger—such as "Date / Time" in Formatter by Zapier.

You’re connected!

Zapier seamlessly connects Lev and Formatter by Zapier, 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.

New Deal
Triggers when a new deal is created.
Trigger
Instant
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Updated Deal
Triggers when an existing deal is updated.
Trigger
Instant
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New Placement
Triggers when a new placement is created.
Trigger
Instant
Try It
New or Updated or Deleted Resource
Triggers when a resource is created, updated, or deleted.
Trigger
Instant
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Updated Term Sheet
Triggers when an existing term sheet is updated.
Trigger
Instant
Try It

- Deal ID
  Required
- Deal Note Text
  Required
Action
Write
- Transform
  Required
Action
Write

- Transform
  Required
Action
Write

New Deal Note
Triggers when a new note is added to a deal.
Trigger
Instant
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Launched Placement
Triggers when a placement is launched to a lender.
Trigger
Instant
Try It
Updated Placement
Triggers when an existing placement is updated.
Trigger
Instant
Try It
New Term Sheet
Triggers when a new term sheet is uploaded.
Trigger
Instant
Try It
Create Connected Lender Contact
Creates a connected lender contact relationship.
Action
Write
Create Deal
Creates a deal in Lev's CRE Hub.
Action
Write
- Transform
  Required
Action
Write
- Transform
  Required
Action
Write

For AI agents & developers

Use Lev and Formatter by Zapier with AI agents and code

Beyond Zap workflows. Call Lev and Formatter by Zapier actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Lev and Formatter by Zapier actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create Connected Lender Contact
Date / Time

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Lev and Formatter by Zapier actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* lev / formatter action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Lev and Formatter 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.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Formatter by Zapier on the Zapier blog

Make work flow with AI

Level up your Lev to Formatter by Zapier integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Lev

Lev is a digital platform that connects commercial real estate sponsors and brokers with lenders and keeps their deals on track.

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Related categories

Sales & CRM

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

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