1.Receives loan update payload
Integrate Webhooks by Zapier and analytics tools to extract loan reference, borrower fields, status, and dates to map incoming data.
Create or update prospect cards from loan updates
Automatically monitor loan update payloads across Webhooks by Zapier and monday.com. Get instant alignment when loan status enters setup stage, loan references change, or key dates updateβso you can find cards, update fields, and create missing prospects without manual pipeline updates.
How this automation keeps prospect cards accurate
When loan updates arrive without matching pipeline records, prospect stages and ownership can drift and cause follow-up delays. This automation catches loan payloads, filters setup-stage records, and finds and updates or creates monday.com prospect cardsβso your team can act on current data.
Webhooks by Zapieror swap with your favorite app
2.Filters to setup-stage loans
Integrate Filter by Zapier and loan status checks to continue only when loan status contains the configured setup value.
Filter by Zapieror swap with your favorite app
3.Finds prospect item by loan reference
Integrate monday.com and reporting systems to search your board and column for a matching loan reference and return the item id.
monday.comor swap with your favorite app
4.Creates or updates prospect card fields
Integrate monday.com and pipeline dashboards to update multiple columns or create a new item with status, dates, and owner.
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