1.Monitors incoming webhook payloads
Integrate Webhooks by Zapier and webhook mapping to capture event details and advance identifiers for review-task creation.
Create end-date review task for specified lender accounts
Automatically monitor incoming end-date condition webhooks across Webhooks by Zapier and build review tasks for billing teams. Create and update when end-date flags show, statuses switch to review, or lender markers appearβso you can prioritize work, assign owners, and set due dates without manual tracking.
How this automation prioritizes assigned end-date reviews
When end-date webhooks arrive without a task getting created, reviews stall and billing exceptions build up. This automation captures webhook payloads, filters qualifying records, and creates due-dated review tasksβso your team assigns the right lender owner faster.
Webhooks by Zapieror swap with your favorite app
2.Filters qualifying end-date events
Integrate Filter by Zapier to check event type, status condition, and lender marker to continue only for matches.
Filter by Zapieror swap with your favorite app
3.Formats due date from timestamp
Integrate Formatter by Zapier to convert the event timestamp into your configured local due date format.
Formatter by Zapieror swap with your favorite app
4.Fetches advance details
Integrate Webhooks by Zapier to request account advance details using the advance identifier for task fields.
5.Creates the review task
Integrate Webhooks by Zapier to create a new task with due date, description, and assignee for the lender.
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Accelerate work distribution with automated request intake, owner assignment, and priority routing
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