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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 "Custom Frequency" from Schedule by Zapier.

Add your action

An action happens after the trigger—such as "Post Lead" in Lodasoft.

You’re connected!

Zapier seamlessly connects Schedule by Zapier and Lodasoft, 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.

- Frequency Type
  Required
- Interval
- Start Date
  Required
- Time of Day
  Required
- Timezone Override (Optional)
Trigger
Instant
Try It
- Time Offset
- Trigger on weekends?
Trigger
Instant
Try It
- Day of the Week
  Required
- Time of Day
  Required
Trigger
Instant
Try It
Get Loan Purposes
Retrieve a list of Loan Purposes and their corresponding ID.
Action
Search

- Time of Day
  Required
- Trigger on weekends?
Trigger
Instant
Try It
- Day of the Month
  Required
- Time of Day
  Required
Trigger
Instant
Try It
- Lead Campaign Id
- Lead Source Override
- Loan Purpose Id
- Loan Type Id
- First Name
- Last Name
- Birth Date
- Email
- Mobile Phone
- Phone
- Work Phone
- Street Address Line 1
- Street Address Line 2
- City
- State
- Zip
- Credit Score
- Monthly Income Amount
- First Name
- Last Name
- Birth Date
- Email
- Mobile Phone
- Phone
- Work Phone
- Street Address Line 1
- Street Address Line 2
- City
- State
- Zip
- Credit Score
- Monthly Income Amount
- Street Address Line 1
- Street Address Line 2
- City
- State
- Zip
- First Time Home Buyer
- Purchase Time Frame
- Property Found
- Number of Units
- Planned Unit Development
- Construction Method
- Project Type
- Attachment Type
- Property Will Be
- Purchase Price
- Loan Amount
- Appraised Value
- Cash Out Amount
- Down Payment
- Interest Rate
- Branch Id
- Unpaid Principal Balance
- Estimated Value
- Interest Rate
- Term
- User Name
- User Guid
- Date
- Description
- Notes
- Custom Data 1
- Custom Data 2
- Custom Data 3
- Custom Data 4
- Custom Data 5
- Custom Data 6
- Custom Data 7
- Custom Data 8
- Custom Data 9
- Custom Data 10
- Los Reference Number
- Internal Notes
- Lead Reference Id
- Lead Source
- Tags
- Referral Source
- Date Created Override
- Channel
Action
Write
Get Loan Types
Retrieve a list of Loan Types and their corresponding ID.
Action
Search

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Customers have created over 25 million Zaps on the platform

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Connect Schedule by Zapier and Lodasoft 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.

Learn how to automate Schedule by Zapier on the Zapier blog

Make work flow with AI

Level up your Schedule by Zapier to Lodasoft integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Schedule by Zapier

Schedule is a native Zapier app you can use for recurring tasks. Trigger an action every day of the month, every day of the week or every single day. You can also select the hour of the day. If you're a developer, this is similar to a crontab, cronjob or cron.

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Related categories

Scheduling & Booking Zapier

About Lodasoft

Lodasoft is a Digital Workflow Platform designed by industry veterans to enhance productivity and quality for all members of the mortgage process.

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