Create integrations between Prequal Solutions and Redtail CRM to automate any workflow
Quickly automate workflows with Prequal Solutions and Redtail CRM using Zapier's templates.
Our most popular template
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.
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.
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.
- Applicant Processed
Triggers when an applicant is processed, or when an applicant is attempted to be processed but fails.
Try It - Sort
- Limit
- Offset
- Lender ID
- Email Address
- Applicant ID
- Activity Deleted
Triggers when an activity is deleted in your database.
Try It - Contact Created
Triggers when a new contact is created in your database.
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- Lender ID
- First NameRequired
- Last NameRequired
- Street AddressRequired
- CityRequired
- StateRequired
- Zip CodeRequired
- Phone NumberRequired
- Email AddressRequired
- Middle Name
- Date of Birth
- SSN
- Force Repull
- Annual Income
- Previous Street Address
- Previous City
- Previous State
- Previous Zip Code
- Hard Pull
- Request MLA Search
- Custom Fields
- Utm_source
- Utm_medium
- Utm_campaign
- Utm_term
- Utm_content
- Activity Created
Triggers when a new activity is created in your database.
Try It - Activity Updated
Triggers when an activity is updated in your database.
Try It - Contact Deleted
Triggers when a new contact is deleted in your database.
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