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Choose a Trigger

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 "Transaction Status Changed" from Paperless Pipeline.

Add your action

An action happens after the trigger—such as "Retrive AgileCRM Transactions" in Experience.com.

You’re connected!

Zapier seamlessly connects Paperless Pipeline and Experience.com, 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.

- Status
Trigger
Instant
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- Loan ID
- Loan Type
- Loan Created Date
- Loan Originator Email
- Loan Processor Email
- Loan Purpose
- Mortgage Type
- Subject AddressLine
- Subject City
- Subject County
- Subject State
- Subject Postal Code
- Current Loan Status
- Current Loan Updated Date
- Real Estate Agent Firstname
- Real Estate Agent Lastname
- Real Estate Agent Email
- Real Estate Agent Phone
- Real Estate Agent Role
- Real Estate Agent Company
- LoanBorrower1 FirstName
- LoanBorrower1 LastName
- LoanBorrower1 Email
- LoanBorrower1 Phone
- Loanborrower1 Dayofbirth
- LoanBorrower1 ApplicantType
- BuyerAgent FirstName
- BuyerAgentLastName
- BuyerAgentEmail
- BuyerAgentPhone
- LoanTeamUser1 FirstName
- LoanTeamUser1 LastName
- LoanTeamUser1 Email
- LoanTeamUser1 Phone
Action
Write
- Deal Processed Date
- Deal ID
- User Id
- People Id
- Deal Type
- Deal Status
- Deal Created At
- Pipeline Id
- Stage Id
- Stage Name
- Pipeline Name
- Deal Name
Action
Write
- Loan Id
- Loan type
- Loan status
- Loan Funded date
- Loan officer Name
- Loan officer email
- Borrower first name
- Borrower last name
- Borrower email
- Borrower phone Number
- CO-Borrower first name
- CO-Borrower last name
- CO-Borrower email
- CO-Borrower phone Number
- Loan processor name
- Loan processor email
- Buyer Agent first name
- Buyer Agent last name
- Buyer Agent email
- Buyer Agent phone Number
- Seller Agent first name
- Seller Agent last name
- Seller Agent email
- Seller Agent phone Number
- Property address
- City
- State
- custom field one
Action
Write
- Agent Details
- transaction id
- Transaction Type
- transaction processed date
- city
- state
- Property Address
- custom field one
- Contact Details
Action
Write

- candidate id
- first name
- last name
- email
- phone Number
- title
- created at
- updated at
- stage
- property address
- City
- State
- zip code
Action
Write

- DealId
- DealName
- DealCreatedTime
- DealUpdatedTime
- DealCloseDate
- ContactId
- Milestone
- MilestoneChangedTime
Action
Write
- Appointment Id
- Client Id
- Location Id
- Order Id
- Start At
- End At
- Location business name
- Location name
- Timezone associated with the location
- Booked By (CLIENT or STAFF)
- Client firstname
- Client lastname
- Client name
- Client email
- Client mobile phone
- Client date of birth
- appointment service Id
- appointment service service name
- appointment service staff id
- appointment service staff first name
- appointment service staff last name
- appointment service staffRequested flag
- appointment service start at
- Tag ID
- Tag name
Action
Write
- opportunity_id
- opportunity_name
- opportunity_details
- opportunity_state
- responsible_user_id
- category_id
- image_url
- bid_currency
- bid_amount
- bid_type
- bid_duration
- actual_close_date
- date_created_utc
- opportunity_value
- probability
- forecast_close_date
- owner_user_id
- visible_to
- visible_team_id
- last_activity_date_utc
- next_activity_date_utc
- pipeline_id
- stage_id
- created_user_id
- organisation_id
- tag_name
- link_details
- link_role
- link_id
- link_object_name
- link_object_id
- object_name
- object_id
- date_updated_utc
Action
Write
- Board Id
- Item ID
- Pulse ID
- Person Name
- Item Created Date
- Pulse Name
- Group Name
- creator id
- Group ID
- Trigger Time
- Status
- custom field one
- custom field two
- custom field three
- custom field four
- Candidate Email
- Candidate Phone Number
Action
Write
- Id
  Required
- Original Id
- Created At
  Required
- Modified At
  Required
- Sheet Name
  Required
- Screened Status
  Required
- Date Screened
- Recruiter Name
  Required
- Recruiter Email
  Required
- Recruiter Phone Number
- Applicant Name
  Required
- Applicant Email
  Required
- Applicant Phone Number
- Date Submitted
  Required
- Row Number
- Position
- Skills and Experience
- City
- State
- Custom field one
- Custom field two
- Custom field three
- Custom field four
- Custom field five
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

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

Connect Paperless Pipeline and Experience.com 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

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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 Paperless Pipeline to Experience.com integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Paperless Pipeline

Paperless Pipeline is a real estate transaction and commission management system for agents & brokers.

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Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Experience.com

Experience.com is a customer experience platform that lets you collect, analyse, and act on customer feedback automatically at every meaningful moment in the customer journey. Our enterprise grade platform helps engage people and power businesses everywhere.