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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.
- Update Borrower EmailTriggers when there is a change to the borrower emails. Try ItTriggerInstant
- Borrower User CreatedTriggers when a new borrower user is created by the broker. Try ItTriggerInstant
- Deal Note CreatedTriggers when a new deal note is added in your team. Try ItTriggerInstant
- Deal SubmittedTriggers when the deal is pushed to expert or submitted to a lender. Try ItTriggerInstant
- Update Deal StatusTriggers when there is a change to the status of a deal. Try ItTriggerInstant
- Application StartedTriggers when a new deal is created by the broker or when a borrower signs up to start a new application. Try ItTriggerInstant
- Borrower User Credit PulledTriggers when a new borrower user has their credit pulled by the broker. Try ItTriggerInstant
- Lender Response ReceivedTriggers when a lender response is received. Try ItTriggerInstant




































