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Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New AI Chatbot" from InsertChat.

Add your action

An action happens after the trigger—such as "Create New Lead / Loan" in LendingPad.

You’re connected!

Zapier seamlessly connects InsertChat and LendingPad, automating your workflow.

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.

New AI Chatbot
Triggers when a new AI chatbot is created.
Trigger
Polling
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New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
- Label
  Required
- Purpose
  Required
- AI Persona
- Knowledge Source Limitation
  Required
- AI Model
  Required
- AI Creativity
  Required
- AI Name
- Your Company Name
Action
Write
- Chatbot UID
- Email
  Required
- First Name
- Last Name
- Phone
- Address
- Website
- Gender
- Company
- Job Title
- Job Role
- Message
Action
Write
- Lead UID
  Required
Action
Write

- Training Container UID
  Required
- URL
  Required
Action
Write
- Lead UID
  Required
- Email
  Required
- First Name
- Last Name
- Phone
- Address
- Website
- Gender
- Company
- Job Title
- Job Role
- Message
Action
Write

Loan Updated
Triggers when loan was updated.
Trigger
Instant
Try It

New Chat Session
Triggers when a new chat session is created.
Trigger
Polling
Try It
New Training Container
Triggers when a new training container is created.
Trigger
Polling
Try It
- Label
  Required
- Chatbot UID
  Required
Action
Write
- Chatbot UID
  Required
- Label
  Required
- Type
  Required
Action
Write
- Training Container UID
  Required
- File
  Required
- Filename
  Required
Action
Write
- Chatbot UID
  Required
- Chat Session UID
  Required
- Role
  Required
- Input
  Required
Action
Write
- Limit
Action
Search
- Branch
- Campaign
- Borrower First Name
  Required
- Borrower Last Name
  Required
- Borrower Email
- Borrower Mobile Phone
- Borrower Home Phone
- Borrower Work Phone
- Borrower SSN
- Borrower Birth Date
- Borrower Current Address - Street
- Borrower Current Address - City
- Borrower Current Address - State
- Borrower Current Address - Zip Code
- Co-Borrower First Name
- Co-Borrower Last Name
- Co-Borrower Email
- Co-Borrower Birth Date
- Co-Borrower SSN
- Co-Borrower Home Phone
- Co-Borrower Mobile Phone
- Co-Borrower Work Phone
- Co-Borrower Current Address - Street
- Co-Borrower Current Address - City
- Co-Borrower Current Address - State
- Co-Borrower Current Address - Zip Code
- Occupancy
- Purpose
  Required
- LoanType
  Required
- AppraisalValue
- PurchasePrice
- LoanAmount
- CreditScore
- Term
- NoteRate
- PropertyType
  Required
- Units
- OtherFinancing
- CLTV
- LTV
- Program
- SubjectPropertyAddressStreet
- SubjectPropertyAddressCity
- SubjectPropertyAddressState
- SubjectPropertyAddressZipCode
- ProposedHousingExpenseFirstMortgage
- ProposedHousingExpenseOtherFinance
- ProposedHousingExpenseHazardInsurance
- ProposedHousingExpensePropertyTax
- ProposedHousingExpenseMortgageInsurance
- ProposedHousingExpenseHoa
- ProposedHousingExpenseOther
- Note
- Loan Assistant ID
- Loan Assistant Email
- Loan Officer ID
- Loan Officer Email
- Loan Officer Nmls ID
- Loan Processor ID
- Loan Processor Email
- Reference ID
Action
Write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect InsertChat and LendingPad to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your InsertChat to LendingPad integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About InsertChat

InsertChat is an advanced AI chatbot creator that integrates instructions, knowledge, and privacy with powerful features to deliver the best answers.

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Related categories

AI Tools

About LendingPad

LendingPad is a loan origination system to help streamline origination tasks, while strengthening communication and lowering the total cost of lending.