1.Detects deal stage changed
Integrate Pipedrive and CRM pipeline tools to detect deal stage changed and trigger lender document processing.
Create completed credit form when deal reaches signatures
Automatically monitor deal stage changed across Pipedrive for loan management. Create and update when signatures stage is reached, lender matches the configured field, or applicant data is retrievedβso you can generate completed lender application PDFs, validate merged fields, and speed underwriting without manual paperwork.
How this automation generates completed lender PDFs
When deal stage changes require lender-specific document completion, delays can stall underwriting reviews. This automation filters qualifying deals, pulls applicant data, and creates a completed lender application PDFβso your team can move faster.
Pipedriveor swap with your favorite app
2.Checks lender and stage
Integrate Filter by Zapier and rules logic to filter qualifying deals and proceed only for the configured lender and stage.
Filter by Zapieror swap with your favorite app
3.Finds applicant and co-applicant
Integrate Pipedrive and contact search tools to find applicant and co-applicant records and map contact details to template inputs.
4.Parses and normalizes fields
Integrate Formatter by Zapier and data transformation tools to parse fields, format dates, and map normalized values to formatter inputs.
Formatter by Zapieror swap with your favorite app
5.Calculates income values
Integrate Formatter by Zapier and spreadsheet-style calculations to derive monthly and annual income values for the document merge.
6.Creates merged lender PDF
Integrate Formstack Documents and document templates to create Document Merge and generate a completed PDF for review.
Formstack Documentsor swap with your favorite app
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Accelerate loan application processing with automated intake routing, document collection, and status updates
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