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Lodasoft Integrations

CRM (Customer Relationship Management)

Put Lodasoft to work with AI and enterprise-grade automation

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

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  • No-code AI automation
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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 Typeform with LodasoftIntegrate Typeform with Lodasoft
Typeform
Forms & Surveys
Integrate Facebook Lead Ads with LodasoftIntegrate Facebook Lead Ads with Lodasoft
Facebook Lead Ads
Ads & Conversion, Facebook
Integrate Beside with LodasoftIntegrate Beside with Lodasoft
Beside
AI Assistants
Integrate LeadConnector with LodasoftIntegrate LeadConnector with Lodasoft
LeadConnector
Marketing Automation
Integrate EasyFTP with LodasoftIntegrate EasyFTP with Lodasoft
EasyFTP
File Management & Storage
Integrate Google Sheets with LodasoftIntegrate Google Sheets with Lodasoft
Google Sheets
Google, Spreadsheets
Integrate Gmail with LodasoftIntegrate Gmail with Lodasoft
Gmail
Email, Google
Integrate Google Calendar with LodasoftIntegrate Google Calendar with Lodasoft
Google Calendar
Calendar, Google
Integrate Google Drive with LodasoftIntegrate Google Drive with Lodasoft
Google Drive
File Management & Storage, Google
Integrate Typeform with LodasoftIntegrate Typeform with Lodasoft
Typeform
Forms & Surveys
Integrate Facebook Lead Ads with LodasoftIntegrate Facebook Lead Ads with Lodasoft
Facebook Lead Ads
Ads & Conversion, Facebook
Integrate Beside with LodasoftIntegrate Beside with Lodasoft
Beside
AI Assistants
Integrate LeadConnector with LodasoftIntegrate LeadConnector with Lodasoft
LeadConnector
Marketing Automation
Integrate EasyFTP with LodasoftIntegrate EasyFTP with Lodasoft
EasyFTP
File Management & Storage
Integrate Google Sheets with LodasoftIntegrate Google Sheets with Lodasoft
Google Sheets
Google, Spreadsheets
Integrate Typeform with LodasoftIntegrate Typeform with Lodasoft
Typeform
Forms & Surveys
Integrate Facebook Lead Ads with LodasoftIntegrate Facebook Lead Ads with Lodasoft
Facebook Lead Ads
Ads & Conversion, Facebook
Integrate Beside with LodasoftIntegrate Beside with Lodasoft
Beside
AI Assistants
Integrate LeadConnector with LodasoftIntegrate LeadConnector with Lodasoft
LeadConnector
Marketing Automation
Integrate EasyFTP with LodasoftIntegrate EasyFTP with Lodasoft
EasyFTP
File Management & Storage
Integrate Google Sheets with LodasoftIntegrate Google Sheets with Lodasoft
Google Sheets
Google, Spreadsheets
Integrate Gmail with LodasoftIntegrate Gmail with Lodasoft
Gmail
Email, Google
Integrate Google Calendar with LodasoftIntegrate Google Calendar with Lodasoft
Google Calendar
Calendar, Google
Integrate Google Drive with LodasoftIntegrate Google Drive with Lodasoft
Google Drive
File Management & Storage, Google

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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.

    • Lead Campaign Id
    • Lead Source Override
    • Loan Purpose Id
    • Loan Type Id
    • First Name
    • Last Name
    • Birth Date
    • Email
    • Mobile Phone
    • Phone
    • Work Phone
    • Street Address Line 1
    • Street Address Line 2
    • City
    • State
    • Zip
    • Credit Score
    • Monthly Income Amount
    • First Name
    • Last Name
    • Birth Date
    • Email
    • Mobile Phone
    • Phone
    • Work Phone
    • Street Address Line 1
    • Street Address Line 2
    • City
    • State
    • Zip
    • Credit Score
    • Monthly Income Amount
    • Street Address Line 1
    • Street Address Line 2
    • City
    • State
    • Zip
    • First Time Home Buyer
    • Purchase Time Frame
    • Property Found
    • Number of Units
    • Planned Unit Development
    • Construction Method
    • Project Type
    • Attachment Type
    • Property Will Be
    • Purchase Price
    • Loan Amount
    • Appraised Value
    • Cash Out Amount
    • Down Payment
    • Interest Rate
    • Branch Id
    • Unpaid Principal Balance
    • Estimated Value
    • Interest Rate
    • Term
    • User Name
    • User Guid
    • Date
    • Description
    • Notes
    • Custom Data 1
    • Custom Data 2
    • Custom Data 3
    • Custom Data 4
    • Custom Data 5
    • Custom Data 6
    • Custom Data 7
    • Custom Data 8
    • Custom Data 9
    • Custom Data 10
    • Los Reference Number
    • Internal Notes
    • Lead Reference Id
    • Lead Source
    • Tags
    • Referral Source
    • Date Created Override
    • Channel
    Action
    Write
  • Lodasoft triggers, actions, and search
    Get Loan Types

    Retrieve a list of Loan Types and their corresponding ID.

    Action
    Search
  • Lodasoft triggers, actions, and search
    Get Loan Purposes

    Retrieve a list of Loan Purposes and their corresponding ID.

    Action
    Search

For builders

Let your AI safely access Lodasoft

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

  • Post Lead
  • Get Loan Purposes

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP
Code

Work in code with the Zapier SDK

Expose Lodasoft 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 Lodasoft 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: "lodasoft", owner: "me" });

await zapier.runAction({
  app: 'lodasoft',
  action: 'post_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.

Lodasoft Help & Support

Common questions

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About Lodasoft
Lodasoft is a Digital Workflow Platform designed by industry veterans to enhance productivity and quality for all members of the mortgage process.
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