1.Detect assignment column update
Integrate monday.com to monitor updated assignment column values and trigger processor routing for qualifying loan deals.
Assign processor to incoming loan deals on processing board
Automatically detect assignment column updates across monday.com to identify incoming loan deals needing routing and processor setup. Update the processing board when assignment flags turn on, processor matches resolve, or errors appear β so you can assign the right processor, populate people fields, and set accurate status without manual routing.
How this automation routes loan deals faster
When assignment column values change, routing gaps can delay processing and increase manual triage. This automation runs processor decision logic and updates your Processing boardβso your team can keep owners set and statuses accurate.
monday.comor swap with your favorite app
2.Check assignment qualifying flag
Integrate Filter by Zapier to check the assignment flag on the updated item and continue only for Assign changes.
Filter by Zapieror swap with your favorite app
3.Decide the right processor
Integrate Code by Zapier to run routing rules using account executive and loan type, then output a processor name.
Code by Zapieror swap with your favorite app
4.Look up processor record
Integrate Zapier Tables to find the processor record in your Processor Table and return the matched person.
Zapier Tablesor swap with your favorite app
5.Update processing board owner
Integrate monday.com to update Processing board people and set Done for matches or Error when no match is found.
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