Myloanofficer Zapier integrationAutomate Myloanofficer with Zapier.
The Myloanofficer Zapier integration gives you 2 triggers, 0 actions and 0 searches. It works in one direction only: a submission on your Myloanofficer site, from the contact form or from the lead funnel, starts a Zap that carries it to another app.
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What the Myloanofficer Zapier integration is for
Myloanofficer, run by Reverse Focus, builds websites for reverse mortgage loan officers. On Zapier it acts as a source: when a visitor submits the contact form or the lead funnel on that site, a Zap (the automation you build on Zapier) can pick the submission up and pass it to the tool you actually work in.
Three results you can build from its two triggers. A contact log that fills itself: New Contact Form Submission adds each message from the site as a row in a spreadsheet. A lead alert: New Lead Funnel Submission sends you an email each time someone completes the funnel, so a new lead does not wait for you to open the site's back office. A follow-up list: either trigger can create a task in a task manager, one per submission.
Now the limits. Myloanofficer has no action on Zapier, so nothing can be written back into it: no contact created, no status changed, no note added from another app. It has no search either, so a Zap cannot look up an existing submission. Both triggers are polling ones, which means Zapier checks on a timer rather than being told; on the free plan that check runs every 15 minutes. Which fields each submission carries is not documented here, so look at what the trigger test brings back.
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Zapier words, in plain English
Seven terms come back on this page. Here is what each one means, in everyday words.
- Zap
- The automation itself: one trigger, then one or more actions that run each time the trigger event happens.
- Trigger
- The event in an app that starts the Zap. Once the Zap is on, Zapier waits for it. Myloanofficer offers two, one per form type.
- Action
- What the Zap does once it has started: the step that writes, sends or moves something for you, in another app here.
- Task
- What Zapier bills: one action your Zap completes successfully. Your plan is a count of those, nothing else.
- Polling trigger
- A trigger Zapier checks on a timer: it asks the app for new items at a fixed interval and keeps only what it has not seen before.
- Instant trigger
- A trigger the app reports itself, the moment the event happens. Myloanofficer has none of this kind on Zapier.
- Filter
- A step that lets the Zap go on only when what arrived meets a condition you set, and stops it otherwise.
- Connection
- Your Myloanofficer account linked to Zapier once, then reused by every Zap that starts from it.
What a Myloanofficer Zap costs you
Both Myloanofficer triggers are free to run. A trigger never costs a task, and Zapier checking for new submissions costs nothing either, however often it looks.
- Free plan100 tasks a month, unlimited Zaps, two steps each
- Myloanofficer premium?No, it works on the free plan
- Cost of a trigger0 tasks
- Failed actionNot counted
You pay for what happens next: each action that completes in the other app is one task, and an action that fails is not counted. Myloanofficer is not a premium app, so it works on the free plan: 100 tasks a month, unlimited Zaps, two steps per Zap. One trigger plus one action fits that. A filter or a second action makes it a multi-step Zap, which needs a paid plan. Since both triggers are polling ones, the interval grid below applies to them directly.
Connect Myloanofficer to Zapier in three steps
- 01
Start from the Apps page
In your Zapier account, open the Apps page and click + Add connection. Before that, you need a Myloanofficer account, plus read or write access on anything you do not own yourself and want the Zap to touch.
- 02
Pick Myloanofficer
Search for Myloanofficer by name in the dialog, select it, then click Add connection. A new tab opens where Myloanofficer asks you to sign in to the account.
- 03
Sign in and allow access
Sign in to Myloanofficer in that tab and grant Zapier access to the account. From then on, both triggers use this connection, in every Zap you build from Myloanofficer.
Your first Myloanofficer Zap: contact form to spreadsheet
GoalEvery new contact form submission on your Myloanofficer site lands as a new row in a spreadsheet you already use.
- 01
Build: pick the trigger
Create a Zap, choose Myloanofficer as the app and New Contact Form Submission as the event that starts it, then pick the connection you just added.
- 02
Test the trigger
Run the test. Zapier brings back the three most recent submissions of the connected account, so you can pick a real one and see which fields it carries.
- 03
Add the spreadsheet action
Add your spreadsheet app with its create-row action, then map the fields of the submission to the columns. The Zap is still two steps, so it runs on the free plan.
- 04
Optional: an email (paid plan)
Add a second action that emails you the same details. That makes it a multi-step Zap, so it needs a paid plan, and each run then uses two tasks.
- 05
Test the actions, then publish
Test each action once and read what came back in the other apps. Then click Publish to switch the Zap on. Submissions made before that moment are not picked up.
The two Myloanofficer triggers
2 events start a Zap when something happens in Myloanofficer. Zapier checks for them at the interval your plan allows.
New Contact Form Submission
Polling triggerIn Zapier“Triggers when the Contact Form is submitted.”
Starts your Zap with each message a visitor sends through the contact form of your Myloanofficer site, so it can reach another app without you copying it over. The fields of that message, as Zapier sees them, are best read during the trigger test.
New Lead Funnel Submission
Polling triggerIn Zapier“Triggers when someone fills out the lead funnel.”
Kicks off a Zap when someone fills out the lead funnel of your Myloanofficer site, which is the other way visitors reach you on it. Each completed funnel becomes one run of the Zap, and what follows is up to you: a row, an email, a task.
When a Myloanofficer Zap breaks
Zapier attaches no help article to Myloanofficer and documents no limit of its own. The cases below come from how Zapier handles any trigger.
Four situations to know before you publish. If a run still fails, open our Zapier troubleshooting guide.
Earlier leads are not picked up
A Zap only reacts to what happens after it is switched on. Submissions already in Myloanofficer stay there, and moving that backlog is a separate job.A wait between the form and the Zap
Both triggers are polling ones: Zapier checks at the interval of your plan, every 15 minutes on Free, 2 on Professional, 1 on Team and Enterprise.A sudden huge batch
If a trigger suddenly returns a huge batch, after a bulk import or a migration, Zapier's flood protection can hold it back.The same lead twice
Zapier keeps track of what it has already seen on a polling trigger, so the same submission does not start the Zap twice.
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