1.Receives inbound webhook payload
Integrate Webhooks by Zapier and request handling to extract submission reference and statement link groups to trigger routing.
Route bank statement links to application file queue
Automatically monitor inbound webhook payloads across Webhooks by Zapier, Filter by Zapier, and Formatter by Zapier. Create and update when webhook arrives or statement links included or submission reference is providedβso you can route statement groups, normalize URLs, and trigger file ingestion without manual document intake.
How this automation routes statements to underwriting review
When bank statement links arrive in a webhook payload, delays can stall underwriting reviews. This automation routes by statement count, normalizes URLs, and calls your file ingest endpointβso your team can deliver documents faster.
Webhooks by Zapieror swap with your favorite app
2.Routes based on statement link count
Integrate Filter by Zapier and conditional logic to detect link count and continue only for payloads with at least one statement link.
Filter by Zapieror swap with your favorite app
3.Normalizes statement URLs
Integrate Formatter by Zapier and URL cleanup tools to strip tracking query strings and map statement fields to submission fields.
Formatter by Zapieror swap with your favorite app
4.Posts to file ingest endpoint
Integrate Webhooks by Zapier and API request tools to post the ingestion request using the payload token and application base URL.
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