Loanzify + Act! Integrations
How to connect Loanzify + Act!
Zapier lets you send info between Loanzify and Act! automatically—no code required. With 5,000+ supported apps, the possibilities are endless.
- Free forever for core features
- 14 day trial for premium features & apps
Top companies trust Zapier to automate work and free up time
Connect your apps and automate workflows
Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.
New Loan Created
Triggers when a new loan is created.
Try It
Auth Test
Tests authentication by getting 1 contact.
Try ItNew Opportunity
Triggers when a new opportunity is created.
Try ItContactRequired
The contact this note will be associated with.
Note TextRequired
Note details.
Private
Whether the note is public (default) or private to you.
Loan Officer ID
The Loanzify ID for this Loan Officer
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 EmailRequired
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
US State Abbreviation
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
US State Abbreviation
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
New Contact
Triggers when a new contact is created.
Try ItActivity TypeRequired
Regarding
Schedule WithRequired
The contact this activity will be scheduled with.
Start TimeRequired
End TimeRequired
Details
Location
Priority
Is Private
Name
Name of the opportunity.
ContactRequired
The contact this opportunity will be associated with.
Estimated Close DateRequired
When this opportunity is likely to close.
Status
Status of the opportunity.
Probability
Likelihood of the opportunity materializing.
Actual Close Date
When this opportunity closed.
Competitor
Referred By
Source of the opportunity.
Reason
How Loanzify + Act! Integrations Work
- Step 1: Authenticate Loanzify and Act!.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Loanzify
Related categories
Related categories
Get started for free
You can't add more hours to the day. Zapier is the next best thing.