1.Monitor new deal detected
Integrate Salestrekker and CRM mapping tools to capture incoming deal payload and map core fields to start loan intake.
Create intake records for new loan deals automatically
Automatically monitor new loan deals across Salestrekker, Notion, and Formatter by Zapier. Create and update intake pages when new deal payload arrives, CRM deal ID matches, or qualifying deal type is detectedβso you can onboard faster, generate deal URLs, and keep intake data current without manual data entry.
How this automation creates intake records for loan onboarding
When a new loan deal is detected but intake setup is delayed, onboarding can stall and tasks start late. This automation captures deal payloads and then finds or creates and updates Notion intake pages, so your team can kick off onboarding fasterβwithout manual data entry.
Salestrekkeror swap with your favorite app
2.Find or create intake page
Integrate Notion and intake database tools to search by CRM deal ID and create a new intake page when needed.
Notionor swap with your favorite app
3.Build shareable deal URL
Integrate Formatter by Zapier and URL formatting tools to replace a URL template placeholder with the CRM deal ID.
Formatter by Zapieror swap with your favorite app
4.Update intake page fields
Integrate Notion and note and label tools to update the intake page with deal URL, tags, and client notes.
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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
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Step 2
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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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