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Loanzify + Webhooks by Zapier

Post webhooks to create Shape CRM records when new loans are added to Loanzify

When a new Loanzify loan is entered into your account, this integration automatically posts a webhook request to a specified URL with all the details for a new record in your Shape CRM system. Keep your workflows running seamlessly.

When a new Loanzify loan is entered into your account, this integration automatically posts a webhook request to a specified URL with all the details for a new record in your Shape CRM system. Keep your workflows running seamlessly.

  1. When this happens...
    LoanzifyLoanzify
    New Loan Created

    Triggers when a new loan is created.

    TriggerScheduled
  2. automatically do this!
    Webhooks by ZapierWebhooks by Zapier
    POST

    Fire off a single POST request as a form or JSON.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Status

    Trigger
    Scheduled
    Try It
    • 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 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

    • 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
  • Webhooks by Zapier triggers, actions, and search

    Catch Raw Hook

    Wait for a new POST, PUT, or GET to a Zapier URL. Gives the request body unparsed (max 2 MB) and also includes headers.

    Trigger
    Instant
    Try It
    • MethodRequired

    • URLRequired

    • Data Pass-Through?

    • Data

    • Unflatten

    • Basic Auth

    • Headers

    Action
    Write
    • Email Address

    • Last Name

    • First Name

    • IP Address

    Action
    Write
    • URLRequired

    • Key

    • Deduplication Key

    • Xpath

    • Basic Auth

    • Headers

    Trigger
    Scheduled
    Try It
    • Pick off a Child Key

    Trigger
    Instant
    Try It
    • URLRequired

    • Query String Params

    • Send As JSON

    • JSON key

    • Unflatten

    • Basic Auth

    • Headers

    Action
    Write
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About Loanzify

Loanzify Digital POS platform is a fully customizable loan and client management tool.
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Related categories

  • Marketing Automation

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About Webhooks by Zapier

Webhooks simply POST data (or JSON) to a specific URL every time we see something new. Webhooks can also accept data (or JSON) to kick off a workflow in Zapier.

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