1.Catches incoming submission
Integrate Webhooks by Zapier and data extraction tools to map submission identifiers and registration values for lookup.
Update loan application record with linked company record
Automatically capture incoming application submissions across Webhooks by Zapier and Salesforce. Update loan application records when identifiers are extracted, company registration numbers are captured, and matches are foundβso you can find the right account, link the right company, and verify coverage without manual verification.
How this automation updates your linked loan records
When application submissions are received without reliable company linkage, manual verification slows processing. This automation captures identifiers, finds the matching account and loan application, and updates the company lookupβso your team can approve faster.
Webhooks by Zapieror swap with your favorite app
2.Finds account by query
Integrate Salesforce and CRM lookup tools to search Account records using submitted identifiers and qualifying matches.
Salesforceor swap with your favorite app
3.Finds loan application
Integrate Salesforce and application lookup tools to locate the loan application using the matched Account id.
4.Finds company by registration
Integrate Salesforce and company directory tools to search Company records by the submitted registration number.
5.Updates company lookup
Integrate Salesforce to update the matching loan application and set the Company lookup to the matched Company record.
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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
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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