1.Catches loan updated event
Integrate Webhooks by Zapier and automation variables to parse the loan update payload and extract loan IDs and fields.
Update loan tracking items from loan system changes
Automatically monitor loan record updates across Webhooks by Zapier and Zapier Tables. Create and update tracking items on your board when loan IDs change, status updates arrive, or key dates shiftβso you can keep operations aligned, maintain accurate dates, and avoid manual reporting.
How this automation keeps loan tracking current
When loan updates arrive but tracking stays stale, status and dates can drift across teams. This automation captures loan update payloads, updates or creates monday.com items, and creates Zapier Tables recordsβso your team can act on accurate status immediately.
Webhooks by Zapieror swap with your favorite app
2.Finds row by loan ID
Integrate Zapier Tables and lookup capabilities to find the matching central table row by loan ID and return the row.
Zapier Tablesor swap with your favorite app
3.Updates existing board item
Integrate monday.com and mapping steps to update the existing board item with status, key dates, and numeric amounts.
monday.comor swap with your favorite app
4.Creates new board item
Integrate monday.com and record creation to create a new board item when no match exists using mapped fields.
5.Creates new table record
Integrate Zapier Tables to create a new table row and map the board item ID for future loan lookups.
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Explore all loan servicing automations
Simplify loan servicing with automated payment tracking, borrower updates, and servicing alerts
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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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