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Loanstack Integrations

Beta
Accounting
Accounting

Put Loanstack to work with AI and enterprise-grade automation

Automate smarter with Loanstack and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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Start free with email
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Start free with email
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  • No-code AI automation
  • Full audit trails and controls
  • SOC 2 and GDPR compliant
  • Easy visual workflow builder
  • 9,000+ apps, 450+ AI tools
  • Free tier available
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Or pick an app to pair with
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Marketing Automation

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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.

    • Event
      Required
    Trigger
    Instant
    Try It
    • Type
      Required
    • Status
      Required
    • Display Name
      Required
    • Legal Name
    • Email
    • Phone
    • Address Line 1
    • Address Line 2
    • City
    • County
    • Postal Code
    • Country Code
      Required
    • Notes
    Action
    Write
    • Borrower
      Required
    • Principal (Minor Units)
      Required
    • Annual Interest Rate (Basis Points)
      Required
    • Repayment Structure
      Required
    • Repayment Frequency
      Required
    • Repayment Count
      Required
    • Minimum Payment (Minor Units)
    • Start Date
    • First Payment Date
      Required
    • Purpose
    • Notes
    Action
    Write
    • Loan ID or Reference
      Required
    • Amount (Minor Units)
      Required
    • Received Date
      Required
    • Payment Method
      Required
    • External Reference
    • Notes
    Action
    Write
    • Draft Loan
      Required
    • Confirm Loan Activation
      Required
    • Override Missing Signed Agreement
    • Override Reason
    Action
    Write
    • Loan ID or Reference
      Required
    • Priority
      Required
    • Reason
      Required
    • Next Action At
    Action
    Write
    • Collection Case
      Required
    • Type
      Required
    • Channel
    • Summary
      Required
    • Details
    • Promise Amount (Minor Units)
    • Promised For
    • Next Action At
    Action
    Write
    • Borrower ID, Email or Name
      Required
    Action
    Search

For builders

Let your AI safely access Loanstack

Go beyond Zap workflows. Install Zapier in your AI to call Loanstack actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

No code

Call actions in natural language with Zapier MCP

Act in Loanstack from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

Example actions on this page

  • Activate Loan
  • Create Borrower

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP
Code

Work in code with the Zapier SDK

Expose Loanstack actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

Install

npm install @zapier/zapier-sdk
npm install -D @zapier/zapier-sdk-cli
zapier-sdk login
# create a Loanstack connection @ https://zapier.com/app/assets/connections

Run an action

// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";

const zapier = createZapierSdk();

const { data: connection } = await zapier.findFirstConnection({ app: "loanstack", owner: "me" });

await zapier.runAction({
  app: 'loanstack',
  action: 'activate_loan',
  connection: connection.id,
  input: {
    {inputKeyValuePairs}
  },
});
Open the SDK docs

Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

Loanstack Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

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About Loanstack
Loanstack is a lending operations platform for managing borrowers, loans, repayments, documents, and collections.
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Related categories
Accounting

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