Connect Plumsail Forms and Dealpath to power AI-driven automation

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
8,000+ apps, 450+ AI tools
Free tier available

Choose a Trigger

Choose an Action

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Plumsail Forms with Dealpath - no code necessary. See how you can get setup in minutes.

100%

Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Submission" from Plumsail Forms.

Add your action

An action happens after the trigger—such as "Attach Deal to Investment" in Dealpath.

You’re connected!

Zapier seamlessly connects Plumsail Forms and Dealpath, automating your workflow.

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.

- Public Form
  Required
Trigger
Instant
Try It
- Form ID
  Required
- Submission ID
  Required
Action
Write
- Asset ID
  Required
- Loan ID
  Required
Action
Write
- Asset ID
  Required
- Property ID
  Required
Action
Write
- Loan ID
  Required
- Property ID
  Required
Action
Write

- Deal Name
  Required
- Deal Type
- Property IDs
Action
Write
- Deal ID
  Required
- File Name
  Required
- Parent Folder ID
  Required
- File
  Required
- File Content Type
- File Tag IDs
Action
Write

- Deal
  Required
- Folder Name
  Required
- Parent Folder
Action
Write
- Tenant Name
  Required
- Property ID
  Required
- Begin Date
  Required
- Suite ID
  Required
- Leased Area
  Required
Action
Write
- Loan Name
  Required
- Attach Loan To
  Required
- Loan Type
  Required
- Loan Status
  Required
Action
Write
- Asset ID
  Required
Action
Write
- Asset ID
  Required
- Field Definition ID
  Required
- Derived Field ID
Action
Write
- Loan ID
  Required
- Field Definition ID
  Required
- Derived Field ID
Action
Write
Delete List Option
Deletes a list option from Dealpath. Can optionally transfer existing values to another option.
Action
Write
- Property ID
  Required
Action
Write
- Asset ID
  Required
- Property ID
  Required
Action
Write
- Loan ID
  Required
- Property ID
  Required
Action
Write
- Deal
  Required
- Deal Name
  Required
Action
Write
- Asset ID
  Required
- Field Definition
  Required
- Field Value
  Required
- Derived Field ID
Action
Write
- Loan ID
  Required
- Field Definition
  Required
- Field Value
  Required
- Derived Field ID
Action
Write
- Investment ID
  Required
- Investment Name
  Required
Action
Write
- Loan ID
  Required
- Loan Name
- Loan Type ID
- Loan Status ID
Action
Write
- Person Type
  Required
Action
Search
- Property IDs
- Updated Before
- Updated After
Action
Search
- Property IDs
- Investment IDs
- Updated Before
- Updated After
Action
Search
- Asset ID
  Required
- Field Definition IDs
- Sparse (Only Populated Fields)
- Include Demographic Fields
- Derived Field ID
Action
Search
- Investment ID
  Required
- Field Definition IDs
- Sparse (Only Populated Fields)
- Derived Field ID
Action
Search
- Property ID
  Required
- Field Definition IDs
- Linked Entity IDs
- Sparse (Only Populated Fields)
- Include Demographic Fields
- Derived Field ID
Action
Search
- Deal ID
  Required
- Parent Folder IDs
- File Tag Definition IDs
- Updated Before
- Updated After
Action
Search
- Asset ID
  Required
- Folder IDs
- Parent Folder IDs
- File Tag Definition IDs
Action
Search
- Investment IDs
- Deal IDs
- Asset IDs
- Updated Before
- Updated After
Action
Search
- Deal IDs
- Asset IDs
- Updated Before
- Updated After
Action
Search
- Asset ID
  Required
- Role Definition IDs
Action
Search

- File URL
  Required
Action
Write
- Investment ID
  Required
- Deal ID
  Required
Action
Write
- Deal ID
  Required
- Loan ID
  Required
Action
Write
- Deal ID
  Required
- Property ID
  Required
Action
Write
- Asset Name
  Required
- Asset Type
  Required
- Property IDs
Action
Write
- Asset ID
  Required
- File Name
  Required
- Parent Folder ID
  Required
- File
  Required
- File Content Type
- File Tag IDs
Action
Write
- Asset
  Required
- Folder Name
  Required
- Parent Folder
Action
Write
- Investment Name
  Required
- Deal IDs
- Asset IDs
- Investment Type
  Required
Action
Write
Create List Option
Creates a new option for a list/dropdown field in Dealpath.
Action
Write
- Property Name
  Required
- Property Type
  Required
- Address Line 1
- Address Line 2
- City
- State
- Postal Code
- Country
- Latitude
- Longitude
Action
Write
- Deal ID
  Required
Action
Write
- Deal ID
  Required
- Field Definition ID
  Required
- Derived Field ID
Action
Write
- Property ID
  Required
- Field Definition ID
  Required
- Linked Entity ID
- Derived Field ID
Action
Write
- Loan ID
  Required
Action
Write
- Investment ID
  Required
- Deal ID
  Required
Action
Write
- Deal
  Required
- Property
  Required
Action
Write
- Asset ID
  Required
- Asset Name
  Required
Action
Write
- Deal ID
  Required
- Deal Status
  Required
Action
Write
- Deal ID
  Required
- Field Definition
  Required
- Field Value
  Required
- Derived Field ID
Action
Write
- Property ID
  Required
- Field Definition
  Required
- Field Value
  Required
- Linked Entity ID
- Derived Field ID
Action
Write
Update List Option
Updates an existing list option in Dealpath (rename or enable/disable).
Action
Write
- Property ID
  Required
- Property Name
- Address Line 1
- Address Line 2
- City
- State
- Postal Code
- Country
- Latitude
- Longitude
Action
Write
- Record Type
- Search Query
  Required
Action
Search
- Deal ID
  Required
Action
Search
- Field Definition ID
  Required
- Sparse (Only Populated Fields)
- Deal IDs
- Property IDs
- Investment IDs
- Derived Field ID
Action
Search
- Deal ID
  Required
- Field Definition IDs
- Sparse (Only Populated Fields)
- Include Demographic Fields
- Derived Field ID
Action
Search
- Loan ID
  Required
- Field Definition IDs
- Sparse (Only Populated Fields)
- Include Demographic Fields
- Derived Field ID
Action
Search
- Asset ID
  Required
- Parent Folder IDs
- File Tag Definition IDs
- Updated Before
- Updated After
Action
Search
- Search
Action
Search
- Deal ID
  Required
- Folder IDs
- Parent Folder IDs
- File Tag Definition IDs
Action
Search
- Property IDs
- Deal IDs
- Asset IDs
- Updated Before
- Updated After
Action
Search
- Property ID
  Required
Action
Search
- Deal ID
  Required
- Role Definition IDs
Action
Search

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Plumsail Forms and Dealpath to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Plumsail Forms to Dealpath integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Plumsail Forms

Plumsail Forms allows you to design fully responsive web forms containing wizards, tabs, data tables, hand-written notes and publish them to any websites.

HelpHelp

Related categories

Forms & Surveys

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Dealpath

Dealpath is a real estate investment management platform that centralizes deals, assets, and workflows for data-driven execution.