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Loanzify Integrations

Marketing Automation

Put Loanzify to work with AI and enterprise-grade automation

Automate smarter with Loanzify 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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  • 9,000+ apps, 450+ AI tools
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Or pick an app to pair with
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Integrate LeadConnector with LoanzifyIntegrate LeadConnector with Loanzify
LeadConnector
Marketing Automation
Integrate BONZO with LoanzifyIntegrate BONZO with Loanzify
BONZO
CRM (Customer Relationship Management)
Integrate Follow Up Boss with LoanzifyIntegrate Follow Up Boss with Loanzify
Follow Up Boss
CRM (Customer Relationship Management)
Integrate Salesforce with LoanzifyIntegrate Salesforce with Loanzify
Salesforce
CRM (Customer Relationship Management)
Integrate HubSpot with LoanzifyIntegrate HubSpot with Loanzify
HubSpot
Marketing Automation
Integrate Podio with LoanzifyIntegrate Podio with Loanzify
Podio
Project Management
Integrate LionDesk with LoanzifyIntegrate LionDesk with Loanzify
LionDesk
CRM (Customer Relationship Management)
Integrate Microsoft Excel with LoanzifyIntegrate Microsoft Excel with Loanzify
Microsoft Excel
Microsoft, Spreadsheets
Integrate Google Sheets with LoanzifyIntegrate Google Sheets with Loanzify
Google Sheets
Google, Spreadsheets
Integrate LeadConnector with LoanzifyIntegrate LeadConnector with Loanzify
LeadConnector
Marketing Automation
Integrate BONZO with LoanzifyIntegrate BONZO with Loanzify
BONZO
CRM (Customer Relationship Management)
Integrate Follow Up Boss with LoanzifyIntegrate Follow Up Boss with Loanzify
Follow Up Boss
CRM (Customer Relationship Management)
Integrate Salesforce with LoanzifyIntegrate Salesforce with Loanzify
Salesforce
CRM (Customer Relationship Management)
Integrate HubSpot with LoanzifyIntegrate HubSpot with Loanzify
HubSpot
Marketing Automation
Integrate Podio with LoanzifyIntegrate Podio with Loanzify
Podio
Project Management
Integrate LeadConnector with LoanzifyIntegrate LeadConnector with Loanzify
LeadConnector
Marketing Automation
Integrate BONZO with LoanzifyIntegrate BONZO with Loanzify
BONZO
CRM (Customer Relationship Management)
Integrate Follow Up Boss with LoanzifyIntegrate Follow Up Boss with Loanzify
Follow Up Boss
CRM (Customer Relationship Management)
Integrate Salesforce with LoanzifyIntegrate Salesforce with Loanzify
Salesforce
CRM (Customer Relationship Management)
Integrate HubSpot with LoanzifyIntegrate HubSpot with Loanzify
HubSpot
Marketing Automation
Integrate Podio with LoanzifyIntegrate Podio with Loanzify
Podio
Project Management
Integrate LionDesk with LoanzifyIntegrate LionDesk with Loanzify
LionDesk
CRM (Customer Relationship Management)
Integrate Microsoft Excel with LoanzifyIntegrate Microsoft Excel with Loanzify
Microsoft Excel
Microsoft, Spreadsheets
Integrate Google Sheets with LoanzifyIntegrate Google Sheets with Loanzify
Google Sheets
Google, Spreadsheets

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Launch your first automated workflow

  • Create new Pipedrive deals when new loans are created in Loanzify

    • Loanzify logo
    • Pipedrive logo
    Loanzify + Pipedrive
  • Create Google Sheets spreadsheet rows from new Loanzify loans

    • Loanzify logo
    • Google Sheets logo
    Loanzify + Google Sheets
  • Create Mailchimp subscribers from new Loanzify loans

    • Loanzify logo
    • Mailchimp logo
    Loanzify + Mailchimp
  • Create Salesforce records from new Loanzify loans

    Premium
    Details
    • Loanzify logo
    • Salesforce logo
    Loanzify + Salesforce
  • Create ActiveCampaign contacts from new Loanzify loans

    • Loanzify logo
    • ActiveCampaign logo
    Loanzify + ActiveCampaign
  • Create Zoho CRM modules entries from new Loanzify loans

    Premium
    Details
    • Loanzify logo
    • Zoho CRM logo
    Loanzify + Zoho CRM
  • Create new Pipedrive deals when new loans are created in Loanzify

    • Loanzify logo
    • Pipedrive logo
    Loanzify + Pipedrive
  • Create Google Sheets spreadsheet rows from new Loanzify loans

    • Loanzify logo
    • Google Sheets logo
    Loanzify + Google Sheets
  • Create Mailchimp subscribers from new Loanzify loans

    • Loanzify logo
    • Mailchimp logo
    Loanzify + Mailchimp
  • Create Salesforce records from new Loanzify loans

    Premium
    Details
    • Loanzify logo
    • Salesforce logo
    Loanzify + Salesforce
  • Create ActiveCampaign contacts from new Loanzify loans

    • Loanzify logo
    • ActiveCampaign logo
    Loanzify + ActiveCampaign
  • Create Zoho CRM modules entries from new Loanzify loans

    Premium
    Details
    • Loanzify logo
    • Zoho CRM logo
    Loanzify + Zoho CRM
  • Add Smartsheet rows to sheet for new Loanzify loans

    • Loanzify logo
    • Smartsheet logo
    Loanzify + Smartsheet
  • Create Google Contacts contacts from new Loanzify loans

    • Loanzify logo
    • Google Contacts logo
    Loanzify + Google Contacts
  • Send channel messages in Slack for new Loanzify loans

    • Loanzify logo
    • Slack logo
    Loanzify + Slack
  • Send Discord channel messages for new Loanzify loans

    • Loanzify logo
    • Discord logo
    Loanzify + Discord
  • Create leads in Tabrasa when loans are added to Loanzify

    Premium
    Details
    • Loanzify logo
    • Formatter by Zapier logo
    • Webhooks by Zapier logo
    Loanzify + Formatter by Zapier + Webhooks by Zapier
  • Post webhooks to create Shape CRM records when new loans are added to Loanzify

    Premium
    Details
    • Loanzify logo
    • Webhooks by Zapier logo
    Loanzify + Webhooks by Zapier
    • Add Smartsheet rows to sheet for new Loanzify loans

      • Loanzify logo
      • Smartsheet logo
      Loanzify + Smartsheet
    • Create Google Contacts contacts from new Loanzify loans

      • Loanzify logo
      • Google Contacts logo
      Loanzify + Google Contacts
    • Send channel messages in Slack for new Loanzify loans

      • Loanzify logo
      • Slack logo
      Loanzify + Slack
    • Send Discord channel messages for new Loanzify loans

      • Loanzify logo
      • Discord logo
      Loanzify + Discord
    • Create leads in Tabrasa when loans are added to Loanzify

      Premium
      Details
      • Loanzify logo
      • Formatter by Zapier logo
      • Webhooks by Zapier logo
      Loanzify + Formatter by Zapier + Webhooks by Zapier
    • Post webhooks to create Shape CRM records when new loans are added to Loanzify

      Premium
      Details
      • Loanzify logo
      • Webhooks by Zapier logo
      Loanzify + Webhooks by Zapier

    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.

      • Form Id
      Trigger
      Polling
      Try It
      • Email Address
      • Last Name
      • First Name
      • IP Address
      Action
      Write
      • Loan Officer ID
      • Loan Type
      • Loan Amount
      • Property Type
      • Property Use
      • Property Down Payment Amount
      • Property Down Payment Gift Amount
      • Property Address
      • Property City
      • Property State
      • Property Zipcode
      • Borrower Email
        Required
      • Borrower First Name
      • Borrower Middle Name
      • Borrower Last Name
      • Borrower Suffix
      • Borrower Phone Home
      • Borrower Phone Cell
      • Borrower Birth Date
      • Borrower Education
      • Borrower Marital Status
      • Borrower Dependents Count
      • Borrower Intend To Occupy
      • Borrower Citizenship Status
      • Borrower Gender
      • Borrower Primary Address - Street
      • Borrower Primary Address - City
      • Borrower Primary Address - State
      • Borrower Primary Address - Years
      • Borrower Primary Address - Ownership
      • Borrower Mailing Address - Street
      • Borrower Mailing Address - City
      • Borrower Mailing Address - State
      • Borrower Mailing Address - Zipcode
      • Borrower Mailing Address - Years
      • Borrower Mailing Address - Ownership
      • Borrower Former Address - Street
      • Borrower Former Address - City
      • Borrower Former Address - State
      • Borrower Former Address - Zipcode
      • Borrower Former Address - Years
      • Borrower Former Address - Ownership
      • Co-Borrower Email
      • Co-Borrower First Name
      • Co-Borrower Middle Name
      • Co-Borrower Last Name
      • Co-Borrower Suffix
      • Co-Borrower Phone Home
      • Co-Borrower Phone Cell
      • Co-Borrower Birth Date
      • Co-Borrower Education
      • Co-Borrower Marital Status
      • Co-Borrower Dependents Count
      • Co-Borrower Intend To Occupy
      • Co-Borrower Citizenship Status
      • Co-Borrower Gender
      • Co-Borrower Primary Address - Street
      • Co-Borrower Primary Address - City
      • Co-Borrower Primary Address - State
      • Co-Borrower Primary Address - Years
      • Co-Borrower Primary Address - Ownership
      • Co-Borrower Mailing Address - Street
      • Co-Borrower Mailing Address - City
      • Co-Borrower Mailing Address - State
      • Co-Borrower Mailing Address - Zipcode
      • Co-Borrower Mailing Address - Years
      • Co-Borrower Mailing Address - Ownership
      • Co-Borrower Former Address - Street
      • Co-Borrower Former Address - City
      • Co-Borrower Former Address - State
      • Co-Borrower Former Address - Zipcode
      • Co-Borrower Former Address - Years
      • Co-Borrower Former Address - Ownership
      Action
      Write

    For builders

    Let your AI safely access Loanzify

    Go beyond Zap workflows. Install Zapier in your AI to call Loanzify 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 Loanzify 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

    • Create Lead
    • Create Loanzify Loan

    Works with

    Claude · ChatGPT · Cursor · Any MCP-compatible AI

    Install Zapier MCP
    Code

    Work in code with the Zapier SDK

    Expose Loanzify 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 Loanzify 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: "loanzify", owner: "me" });
    
    await zapier.runAction({
      app: 'loanzify',
      action: 'create_lead',
      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.

    Loanzify Help & Support

    Common questions

    loanzify logo
    About Loanzify
    Loanzify Digital POS platform is a fully customizable loan and client management tool.
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    App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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