1.Captures new entry submission
Integrate Cognito Forms and intake workflow tools to capture each submission and map loan intake fields into your process.
Create intake records and store required documents for loans
Automatically monitor new loan intake submissions across Cognito Forms and banking workflows. Upload documents to Drive and create linked intake and processor recordsβso you can keep reviews on track without manual file chasing.
How this automation preserves complete loan files
When new intake entries arrive, delays can slow reviews and increase rework. This automation creates intake and processor records, routes required document uploads, and logs document tracking in real timeβso your team can review faster.
Cognito Formsor swap with your favorite app
2.Creates intake table record
Integrate Zapier Tables and data mapping tools to create a base intake record and set status to Under Review.
Zapier Tablesor swap with your favorite app
3.Creates processor loan record
Integrate Zapier Tables and timestamp tools to create a detailed processor record with linked loan reference and submission dates.
4.Branches by required document type
Integrate Paths by Zapier and document rules to route only qualifying required document uploads for tracking.
Paths by Zapieror swap with your favorite app
5.Uploads file and logs tracking
Integrate Google Drive and file management tools to upload submitted files and create document-tracking records in Zapier Tables.
Google Driveor swap with your favorite app
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Step 1
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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