1.Catches application payloads
Integrate Webhooks by Zapier and request parsers to extract submission bundles and map payloads to source fields.
Create new IRA account records from application webhooks
Automatically monitor IRA application payloads across Webhooks by Zapier, Code by Zapier, Formatter by Zapier, and Zapier Tables. Create and update when cleaned names, formatted dates, and IDs are ready—so you can populate onboarding records, standardize fields, and reduce manual data entry.
How this automation creates onboarding account records
When application payloads arrive, delays can stall KYC and funding readiness. This automation extracts and cleans incoming submissions and creates new IRA account records in your onboarding table—so your team can start KYC immediately.
Webhooks von Zapieror swap with your favorite app
2.Runs JavaScript for cleaning
Integrate Code by Zapier and data normalization tools to clean name and free text fields and map outputs for use.
Code von Zapieror swap with your favorite app
3.Formats date and time fields
Integrate Formatter by Zapier and date tools to standardize submission and birthdate fields into MM-DD-YYYY format.
Formatter von Zapieror swap with your favorite app
4.Creates onboarding table records
Integrate Zapier Tables and onboarding databases to create new account records from cleaned fields and formatted dates.
Zapier Tablesor swap with your favorite app
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Schritt 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Schritt 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Schritt 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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