Lodasoft Zapier integrationAutomate Lodasoft with Zapier.
Lodasoft Zapier integration: 0 triggers, 1 action and 2 searches. Leads go into Lodasoft from your other tools, and two lookups read its lists of loan purposes and loan types. Here is how it works, what it costs and where it breaks.
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What the Lodasoft Zapier integration actually does
Lodasoft is a workflow platform for the people who handle a mortgage from start to finish. Through Zapier, it accepts new leads sent by your other tools, and it can hand back two reference lists, the loan purposes and the loan types it knows, each with its ID.
Three outcomes come up, all on real operations. First, a website form that feeds Lodasoft directly: someone asks about a mortgage, and Post Lead creates the lead with no copy and paste. Second, a lead that arrives already qualified: answers such as first-time home buyer or property already found travel with it, since Post Lead has fields for both. Third, a Zap that speaks Lodasoft's vocabulary: Get Loan Purposes and Get Loan Types return the lists Lodasoft uses, with their IDs, for any later step that needs one of those values.
Now what Zapier does not do for Lodasoft, because the list is short. Nothing that happens inside Lodasoft can start a Zap: there is no trigger, so a lead that moves forward there tells no other tool. There is no update action, so a lead posted once cannot be corrected from Zapier. And the two searches read reference lists; they do not look up a lead, a borrower or a loan file.
If you are weighing Zapier against the other options first, see the Zapier alternatives page.
Zapier vocabulary, in one minute
Eight words carry this page. Here they are in plain terms, once.
- Zap
- The automation you build on Zapier: one trigger, then one or more actions that run every time that event happens.
- Trigger
- The event that starts a Zap. Lodasoft has none on Zapier, so the trigger always comes from another app, like a form.
- Action
- What the Zap does once it has started. Lodasoft offers one, Post Lead, which sends a new lead into Lodasoft.
- Task
- The unit Zapier bills: one action your Zap completes successfully. The number on your plan is a count of those.
- Polling vs instant
- Polling: Zapier asks an app for news on a timer. Instant: the app calls Zapier as soon as something happens. It depends on the trigger app.
- Filter
- A step that lets the Zap go on only when what arrived meets your condition, and stops it there otherwise.
- Search step
- A step that looks up something that already exists, here a Lodasoft reference list, so later steps can use it.
- Connection
- Your Lodasoft account linked to Zapier once, then offered to every step of every Zap that uses Lodasoft.
What it really costs
Short version: each lead that Post Lead actually posts costs one task. Lodasoft is not a premium app, so it works from the free plan.
- Trigger0 tasks
- Each lead posted1 task
- Free plan100 tasks a month, 2-step Zaps
- Premium appNo
The trigger never costs a task, whatever app it comes from, and checking for new data is free. An action that fails is not counted. The free plan gives 100 tasks a month and unlimited Zaps, but each Zap stops at two steps: one trigger, one action. A form plus Post Lead fits. Add a filter, a second action or one of the two Lodasoft searches and it becomes a multi-step Zap, which needs a paid plan. The grid below says how often Zapier checks a polling trigger on each plan. It applies to the other app's trigger when that trigger is a polling one, never to Lodasoft, which has no trigger.
Connect your Lodasoft account in 3 steps
- 01
Find Lodasoft on the Apps page
In your Zapier account, open the Apps page and click + Add connection. Type Lodasoft in the dialog, pick it from the results, then click Add connection.
- 02
Sign in to Lodasoft
A new tab opens on Lodasoft. Sign in with the account that should receive the leads. You need an account on the app, plus write access on anything you do not own yourself and want the Zap to touch.
- 03
Grant Zapier access
Approve the access Zapier asks for. The connection then shows on the Apps page, and every Lodasoft step offers it in a dropdown, so you link the account once for all your Zaps.
Your first Zap: send qualified form leads to Lodasoft
GoalEach new submission of your mortgage enquiry form goes through a filter, and the ones that meet your condition become leads in Lodasoft.
- 01
Create the Zap
From your Zapier dashboard, create a new Zap. The editor opens on an empty trigger card. Lodasoft cannot sit there, since it has no trigger, so your form tool takes the first slot.
- 02
Set the form trigger
Pick your form tool and its new-submission event, connect the account, then run the test. Zapier brings back the three most recent submissions, so you map on a real one.
- 03
Add the filter
Click the plus icon, add a Filter step and fill its three boxes: the field to look at, the rule, the value. A text rule on text, a number rule on numbers, or nothing passes.
- 04
Add Post Lead
Choose Lodasoft and Post Lead, then your connection. Map the form answers into the lead fields, including First Time Home Buyer and Property Found if your form asks.
- 05
Test, then publish
Test each step and check the lead in Lodasoft. Then click Publish. The filter makes this a multi-step Zap, so it needs a paid plan; without it, the Zap fits the free one.
The Lodasoft action
Lodasoft gives you 1 action. For each one: what it does for you, when to reach for it, and what to watch out for.
Post Lead
ActionIn Zapier“Lead posting to the Lodasoft system.”
Sends a new lead into Lodasoft from whatever the earlier step carried. Among its fields are a few mortgage questions, such as first-time home buyer, property found and planned unit development.
The 2 Lodasoft searches
2 search steps look for data that already exists in Lodasoft, so a later step can use it.
A search step reads what already exists in Lodasoft and hands it to the steps after it. In the editor, searches sit at the bottom of the Action event list, under SEARCH. Lodasoft offers no find-or-create variant, so these two only ever read. Three settings decide what happens when the result is not what you expected.
Get Loan Purposes
SearchIn Zapier“Retrieve a list of Loan Purposes and their corresponding ID.”
Returns the loan purposes Lodasoft knows, each paired with its ID, so a later step can work with the ID rather than a label typed by hand.
Get Loan Types
SearchIn Zapier“Retrieve a list of Loan Types and their corresponding ID.”
Works the same way for loan types: the list Lodasoft uses, each type with its matching ID, ready for the steps that follow.
The three settings every search exposes
- Successful if no search results are found?Left on its default, a search that finds nothing stops the Zap and skips the steps that relied on it. Switched on, the Zap carries on without the result.
- Create X if it doesn't exist yet?On apps that offer it, this box turns a search into a find-or-create. Lodasoft offers none, so it will not show on these two searches.
- If multiple search results are found?Three ways out when several items match: keep the first one, which is the default, stop the Zap, or pass all of them on at once.
When it breaks
Zapier attaches no help article of its own to Lodasoft, so what breaks here are the limits every Zap shares.
None of them is specific to Lodasoft. Each has a symptom you can spot: fewer leads than expected, or leads that never arrived. If a Zap does something these cards do not explain, the Zapier troubleshooting page is the next stop.
Past enquiries are not posted
A Zap only reacts to what happens after it is published. Enquiries already sitting in your form tool stay there, and moving that backlog is a separate job.A bulk import held back
If the trigger app suddenly returns a huge batch, after a bulk import or a migration, Zapier's flood protection can hold those runs back instead of posting every lead.The same enquiry never runs twice
On a polling trigger, Zapier remembers what it has already seen, so the same submission does not start the Zap again and no lead is posted twice from it.
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