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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
ActionWrite- Get Loan Types
Retrieve a list of Loan Types and their corresponding ID.
ActionSearch
- Get Loan Purposes
Retrieve a list of Loan Purposes and their corresponding ID.
ActionSearch
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.
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
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
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}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.










