1.Detects sub-zap start
Integrate Sub-Zap by Zapier and contract routing tools to capture contract reference and deal ID to trigger record enrichment.
Update contract records and create co‑guarantor profiles in table
Automatically enrich contract records with verified co-guarantor details across Zapier Tables and Pipedrive. Update contracts and create matching persona records when contract reference arrives or deal ID comes in or sub-zap triggers—so you can keep underwriting aligned and avoid manual record updates.
How this automation updates your co-guarantor records
When the sub-zap starts without unified co-guarantor data, underwriting can work from mismatched records and approvals stall. This automation finds contract rows, enriches person matches, and updates contracts while creating persona records—so your team can standardize guarantor sources of truth —so you can act faster with one view.
Sub-Zap by Zapieror swap with your favorite app
2.Finds matching contract row
Integrate Zapier Tables and database lookup tools to search your Contracts table and return the record id to prepare updates.
Zapier Tablesor swap with your favorite app
3.Searches persons by contract reference
Integrate Pipedrive and person search tools to find matching person items and map identifiers for co-guarantor profiling.
Pipedriveor swap with your favorite app
4.Line-itemizes person results
Integrate Formatter by Zapier and data shaping tools to convert Pipedrive results into loopable line items for each person.
Formatter by Zapieror swap with your favorite app
5.Loops through co-guarantor candidates
Integrate Looping by Zapier and iteration controls to run one update cycle per person line item for accurate mapping.
Looping by Zapieror swap with your favorite app
6.Filters to co-guarantors only
Integrate Filter by Zapier and rule engines to continue only when the configured co-guarantor flag is present.
Filter by Zapieror swap with your favorite app
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Step 1
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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