1.Catch lodged application payloads
Integrate Webhooks by Zapier and webhook processing tools to extract reference fields, status, and lender details to prep tracker updates.
Mark lodged lending applications in finance tracker rows
Automatically catch lodged lending application payloads across Webhooks by Zapier and Google Sheets. Create and update when lodged status appears or reference fields match or lender details changeβso you can update tracker rows, capture lender info, and append timestamp notes without manual reconciliation.
How this automation updates your lodged applications in finance
When lodged applications arrive without consistent tracker updates, finance has to chase status and lender details manually. This automation catches application payloads, filters for lodged records, finds the right Google Sheets row, and updates status and lender fieldsβso your team can act immediately.
Webhooks by Zapieror swap with your favorite app
2.Filter lodged application records
Integrate Filter by Zapier and validation tools to continue only for records with an incoming status that indicates a lodged application.
Filter by Zapieror swap with your favorite app
3.Find matching tracker row
Integrate Google Sheets and spreadsheet lookups to search the configured worksheet by sale or order reference and locate the row.
Google Sheetsor swap with your favorite app
4.Update tracker status and lender
Integrate Google Sheets and spreadsheet updates to map status and lender fields, then append a timestamped note.
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Accelerate loan application processing with automated intake routing, document collection, and status updates
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