1.Catches hook submissions
Integrate Webhooks by Zapier and webhooks tooling to receive the incoming ad submission payload and extract submission fields.
Create loan intake records from ad leads for scrubbing
Automatically catch ad submission payloads across Webhooks by Zapier. Create loan intake records from standardized lead data and normalized state codesβso you can triage faster without manual intake setup.
How this automation creates loan intake records
When ad submissions arrive with inconsistent location formats, operations spend time copying and cleaning fields. This automation captures lead payloads, normalizes state codes, and creates intake recordsβso your team can triage new applications faster.
Webhooks by Zapieror swap with your favorite app
2.Maps locations to state codes
Integrate Formatter by Zapier and lookup table utilities to normalize location strings into a two-letter state code.
Formatter by Zapieror swap with your favorite app
3.Creates loan intake record
Integrate TrackVia and intake view tools to create a new record and map contact, state, and intent fields for triage.
TrackViaor 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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Step 1
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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
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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