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Or pick an app to pair with
Shape
CRM (Customer Relationship Management)
Gmail
Email, Google
Google Calendar
Calendar, Google
Airtable
Databases
ActiveCampaign
Marketing Automation
Google Contacts
Contact Management, Google
Shape
CRM (Customer Relationship Management)
Gmail
Email, Google
Google Calendar
Calendar, Google
Airtable
Databases
ActiveCampaign
Marketing Automation
Google Contacts
Contact Management, Google
Shape
CRM (Customer Relationship Management)
Gmail
Email, Google
Google Calendar
Calendar, Google
Airtable
Databases
ActiveCampaign
Marketing Automation
Google Contacts
Contact Management, Google
Join millions worldwide who automate their work using Zapier
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Borrower Info Updated
Triggers when borrower profile info is updated (name, email, phone, current living address, or citizenship).
Try ItTriggerInstant - Loan Info Updated
Triggers when key loan fields are updated (purpose, base loan amount, purchase price, credit score, DTI inputs, or monthly income).
Try ItTriggerInstant - Loan Submitted by Borrower
Triggers when a borrower completes and submits their loan application to the broker.
Try ItTriggerInstant - Loan IDRequired
ActionSearch
- New Loan Created
Triggers when a new loan is created by the loan officer, a loan is imported, or when a borrower signs up to start a new application.
Try ItTriggerInstant - Loan Status Changed
Triggers when a loan moves to a new status (e.g., Processing, Underwriting, Approved, Funded).
Try ItTriggerInstant - External ID
- Loan Officer EmailRequired
- Loan PurposeRequired
- Main Borrower First NameRequired
- Main Borrower Last NameRequired
- Main Borrower EmailRequired
- Main Borrower Cell Phone
- Main Borrower External ID
ActionWrite
For builders
Let your AI safely access Jupiter
Go beyond Zap workflows. Install Zapier in your AI to call Jupiter actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
No code
Install Zapier MCPCall actions in natural language with Zapier MCP
Act in Jupiter from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.
Example actions on this page
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Code
Open the SDK docsWork in code with the Zapier SDK
Expose Jupiter actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().
Install
npm install @zapier/zapier-sdk npm install -D @zapier/zapier-sdk-cli zapier-sdk login # create a Jupiter connection @ https://zapier.com/de/app/assets/connections
Run an action
// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";
const zapier = createZapierSdk();
const { data: connection } = await zapier.findFirstConnection({ app: "jupiter", owner: "me" });
await zapier.runAction({
app: 'jupiter',
action: 'LoanCreate',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.
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