1.Monitor form submission created
Integrate Zapier Forms and form fields to trigger on submission creation and map codes and applicant contact fields to the process.
Generate signed credit decision documents for loan applications
Automatically monitor Form Submission Created across Zapier Forms and loan data sources. Create and update when form submission created, submission code mapped, or applicant details providedβso you can generate DOCX decisions, save them to loan folders, and send signature requests without manual document prep.
How this automation accelerates signed credit decisions
When form submissions arrive without consistent decision files, delays can slow approvals. This automation captures submission data, looks up case details, generates DOCX documents, and sends signature requestsβso your team can move faster on funding decisions.
Zapier Formsor swap with your favorite app
2.Looks up spreadsheet row
Integrate Google Sheets and analytics tools to look up the worksheet row by mapped application code and return case metadata.
Google Sheetsor swap with your favorite app
3.Finds or creates loan folder
Integrate Google Drive and file storage tools to find or create the loan folder by formatted date and applicant name.
Google Driveor swap with your favorite app
4.Generates DOCX from template
Integrate Plumsail Documents and document templates to merge form fields and spreadsheet data and output a DOCX file.
Plumsail Documentsor swap with your favorite app
5.Sends signrequest for approval
Integrate SignRequest and approval workflow tools to attach the DOCX, send to the approver, and note the Drive folder for storage.
SignRequestor swap with your favorite app
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Add loan prospects to pipeline when documents sent
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Explore all loan application processing automations
Accelerate loan application processing with automated intake routing, document collection, and status updates
Set up in minutes
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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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