1.Receives case update and fetches record
Integrate Webhooks by Zapier and case management workflows to map the case ID and fetch the full case record to capture retention context.
Create retention entries when mortgage cases are completed
Automatically monitor mortgage case updates across Webhooks by Zapier and Zapier Tables. Create and update retention entries when case updated, status changed to Complete, or case ID received—so you can process clients, enrich contact context, and schedule reviews without manual entry.
How this automation creates retention rows for completed cases
When mortgage cases are completed but retention data is missing, review scheduling gets delayed and follow-through suffers. This automation receives case updates, enriches each client, and creates retention records in Zapier Tables—so your team can act on time.
Webhooks by Zapieror swap with your favorite app
2.Iterates client IDs for each row
Integrate Looping by Zapier and data routing tools to process each client ID from the case list to create per-client retention rows.
Looping by Zapieror swap with your favorite app
3.Looks up client contact details
Integrate Webhooks by Zapier and contact directories to retrieve contact name and contact methods for each looped client ID to enrich context.
4.Parses mortgage arrays for review inputs
Integrate Code by Zapier and data transformation tools to parse mortgage status, dates, and lender arrays to compute completion details.
Code by Zapieror swap with your favorite app
5.Creates retention record entries
Integrate Zapier Tables and reporting systems to create a retention row per client with review date to schedule the next review.
Zapier Tablesor swap with your favorite app
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Accelerate mortgage workflows with automated status tracking, document routing, and borrower follow-up
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