1.Detect new funding form submission
Integrate Formstack and submission intake tools to detect new submissions and start loan application record creation.
Create deal and organization from loan form submission
Automatically monitor Formstack submissions across Formstack. Create deal-ready records by creating an organization, a person, a deal, and a pinned note when funding form is submitted, eligibility is confirmed, or details are completeβso you can triage faster, reduce rework, and speed underwriting without manual data entry.
How this automation organizes loan application intake
When funding submissions land in inboxes and forms, missing structure slows underwriting triage. This automation turns each Formstack submission into Pipedrive organizations, people, deals, and pinned notesβso your team can review applications faster.
Formstackor swap with your favorite app
2.Creates organization record
Integrate Pipedrive and CRM workflow tools to create an organization from company and registration details.
Pipedriveor swap with your favorite app
3.Creates person record
Integrate Pipedrive and identity data tools to create a person from applicant contact and identification fields.
4.Creates deal record
Integrate Pipedrive and pipeline management tools to create a deal from loan product details and submission summary.
5.Adds pinned underwriting note
Integrate Pipedrive and document reference tools to create a pinned note with uploaded file references on the deal.
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Accelerate loan application processing with automated intake routing, document collection, and status updates
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
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
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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