Create integrations between mloflo and Unifyy CRM to automate any workflow
WHEN THIS HAPPENS
Add Borrower Contacts AUTOMATICALLY DO THIS
Create a LeadEndless possibilities
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.
Now it's time for action
An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.
And that's it! You've just created a Zap.
A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.
Connect your tools and unlock the power of automation
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Choose a Trigger
Start here
Start here
Choose an Action
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.
Add Borrower Contacts
Triggers when a new borrower contact is added.
Try ItBorrower First Name
Borrower Last Name
Borrower Email
Borrower Home Phone
Borrower Work Phone
Borrower Cell Phone
Borrower DOB
Co-Borrower First Name
Co-Borrower Last Name
Co-Borrower Email
Co-Borrower Home Phone
Co-Borrower Cell Phone
Co-Borrower DOB
Scheduled Closed Date
Loan Type
Loan Purpose
Occupancy
Loan Amount
Source
ReferredBy First Name
ReferredBy Last Name
Note Rate
Loan Term
Sales Price
Appraised Value
Subject Property Street
Subject Property City
Assigned To
Subject Property State
Subject Property Zip Code
Loan Number
Buyers Realtor Name
Buyers Realtor Phone
Buyers Realtor Email
Buyers Realtor Company
Seller Realtor Name
Seller Realtor Phone
Seller Realtor Email
Seller Realtor Company
Try ItBorrower First Name
Borrower Last Name
Borrower Email
Borrower Home Phone
Borrower Work Phone
Borrower Cell Phone
Borrower DOB
Try ItEmail
Contact First Name
Id
Phone
Contact Last Name
Source