Connect PreApp1003 and Paths by Zapier to power AI-driven automation

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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 "New CRM Contact" from PreApp1003.

Add your action

An action happens after the trigger—such as "Conditionally run..." in Paths by Zapier.

You’re connected!

Zapier seamlessly connects PreApp1003 and Paths by Zapier, 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 CRM Contact
Triggers when a new CRM contact is created in PreApp1003.com.
Trigger
Instant
Try It
Conditionally run...
Creates a new branch.
Action
Write

- Contact Type
  Required
- First Name
  Required
- Middle Name
- Last Name
  Required
- Email Address
  Required
- Cell Phone
- Home Phone
- Work Phone
- Birthday
- Company Name
- Job Title
- Fax Number
- Website
- Mailing Address
- Mailing Suite
- Mailing City
- Mailing State
- Mailing Zip
- Mailing County
- Mailing Country
- Mid Score
- Lead Source
- Wedding Anniversary
- US Citizen
- Veteran
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Field 5
- Custom Field 6
- Custom Field 7
- Custom Field 8
- Custom Field 9
- Custom Field 10
Action
Write
- Color
- Emoji
- Rules
  Required
Action
Filter

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Connect PreApp1003 and Paths by Zapier 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 Paths by Zapier on the Zapier blog

Make work flow with AI

Level up your PreApp1003 to Paths by Zapier integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About PreApp1003

PreApp1003.com provides Broker Plus, an innovative Loan Origination System (LOS) & CRM revolutionizing mortgage processes.

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Related categories

CRM (Customer Relationship Management)

About Paths by Zapier

Conditional logic for your Zapier workflows. Paths let your apps take different actions based on conditions you choose.

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