Connect Instabot: Chatbot Platform and Prequal Solutions to unlock the power of automation
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How Zapier works
Zapier makes it easy to integrate Instabot: Chatbot Platform with Prequal Solutions - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Goal Completed" from Instabot: Chatbot Platform.
Add your action
An action happens after the trigger—such as "Process Applicant" in Prequal Solutions.
You’re connected!
Zapier seamlessly connects Instabot: Chatbot Platform and Prequal Solutions, 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.
- Selected Goal(s)Required
- Selected Bot(s)
Try ItTriggerInstant- Selected Bot(s)Required
Try ItTriggerInstant- User Id
- Email
- MessageRequired
ActionWrite- Lender IDRequired
- First NameRequired
- Last NameRequired
- Street AddressRequired
- CityRequired
- StateRequired
- Zip CodeRequired
- Phone NumberRequired
- Email AddressRequired
- Middle Name
- Date of Birth
- SSN
- Force Repull
- Annual Income
- Previous Street Address
- Previous City
- Previous State
- Previous Zip Code
- Hard Pull
- Request MLA Search
- Custom Fields
- Utm_source
- Utm_medium
- Utm_campaign
- Utm_term
- Utm_content
ActionWrite
- New User
Triggers when the Instabot platform sees a new user for the first time.
Try ItTriggerInstant - Bot Nodes
- Bots
Try ItTriggerInstant- Applicant Processed
Triggers when an applicant is processed, or when an applicant is attempted to be processed but fails.
Try ItTriggerInstant - Sort
- Limit
- Offset
- Lender ID
- Email Address
- Applicant ID
ActionSearch
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