Create integrations between Surefire CRM and Usherpa to automate any workflow
WHEN THIS HAPPENS
An event that starts an automation
AUTOMATICALLY DO THIS
An event a Zap performs after it startsEndless 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 Surefire CRM and Usherpa 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.
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.
Create Contact
Creates a new contact or updates an existing contact.
Loan IdentifierRequired
Loan Officer EmailRequired
Borrower First Name
Borrower Middle Name
Borrower Last NameRequired
Borrower Salutation
Borrower Nick Name
Borrower Mobile Phone
Borrower Work Phone
Borrower Home Phone
Borrower Email
Borrower Best Way To Contact
Borrower Mailing Address
Borrower Mailing City
Borrower Mailing State
Borrower Mailing Postal Code
Borrower Company Name
Borrower Fico Score
Borrower Job Title
Borrower Birthday
Co-Borrower First Name
Co-Borrower Middle Name
Co-Borrower Last Name
Co-Borrower Salutation
Co-Borrower Nick Name
Co-Borrower Mobile Phone
Co-Borrower Home Phone
Co-Borrower Work Phone
Co-Borrower Email
Co-Borrower Best Way To Contact
Co-Borrower Fico Score
Co-Borrower Birth Day
Display Name
Group Name
Loan Notes
Language
Own Primary Residence
Referrer Name
Actual Close Date
Application Date
Appraisal Ordered Date
Appraisal Received Date
Approval Date
Cancellation Date
CD Sent Date
CD Receipt Date
Cleared to Close Date
Construction Close Date
Credit Pulled Date
Decision Date
Denied Date
Docs To Escrow Title Date
Estimated Close Date
First Payment Due Date
Lock Date
Lock Expiration Date
Loan In Process Date
Loan Modified Date
Servicing Next Payment Due Date
Signed Date
Sold Date
Submitted To Underwriting Date
Appraised Value
Association Dues
CLTV
Documentation Type
Hazard Insurance
Is In Flood Zone
Lien Position
Loan Status
Loan ARM Index
Loan ARM Margin
Loan Interest Rate
Loan Amount
Loan Number
Loan Product
Loan Type
Loan LTV
Loan Monthly Payment
Loan Purpose
Loan Term
Occupancy
PMI
Property Taxes
Purchase Price
Total Down Payment
Total Loan Amount
Total Monthly Payment
Secondary Loan ARM Margin
Secondary Loan ARM Index
Secondary Loan Interest Rate
Secondary Loan Amount
Secondary Loan Number
Secondary Loan Product
Secondary Loan Type
Secondary Loan LTV
Secondary Loan Monthly Payment
Property Street Address
Property City
Property County
Property State
Property Postal Code
Escrow Company Name
Escrow Street Address
Escrow City
Escrow State
Escrow Postal Code
Escrow Phone Number
Escrow Fax Number
Escrow No.
Title Attn
Buyer Agent Name
Buyer Agent Company
Buyer Agent Title
Buyer Agent License No.
Buyer Agent Email
Buyer Agent Mobile Phone Number
Buyer Agent Work Phone Number
Buyer Agent Fax Number
Buyer Agent Street Address
Buyer Agent City
Buyer Agent State
Buyer Agent Postal Code
Listing Agent Name
Listing Agent Company
Listing Agent Title
Listing Agent License No.
Listing Agent Email
Listing Agent Mobile Phone Number
Listing Agent Work Phone Number
Listing Agent Fax Number
Listing Agent Street Address
Listing Agent City
Listing Agent State
Listing Agent Postal Code
Contact Type
Marketing Package
First NameRequired
Middle Name
Last NameRequired
Nick Name
Display Name
Salutation
Email
Address
City
State
Postal Code
Home Phone
Mobile Phone
Work Phone
Employer
Birthday
Title
Group Name
Referral Source
Website
Fico Score
Favorite Things
Own Current Residence
Contact Preference
Language
License Number
Additional Contact First Name
Additional Contact Middle Name
Additional Contact Last Name
Additional Contact Salutation
Additional Contact Nick Name
Additional Contact Email
Additional Contact Address
Additional Contact City
Additional Contact State
Additional Contact Postal Code
Additional Contact Home Phone
Additional Contact Work Phone
Additional Contact Mobile Phone
Additional Contact Employer
Additional Contact Title
Additional Contact Birthday
Additional Contact Website
Additional Contact Fico Score
Additional Contact Favorite Things
Additional Contact Own Current Residence
Additional Contact Contact Preference
Additional Contact Language
Additional Contact Licnese Number
About Surefire CRM
Surefire CRM is a multi-faceted mortgage industry CRM marketing platform that offers personalized database marketing with unique content.
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Usherpa
Usherpa is the easiest-to-use marketing crm for sales professionals that saves time, maximizes referrals and automates marketing.