Loanzify integration with Formatter by Nekton
How to Create leads in Tabrasa when loans are added to Loanzify
Add a record to your Tabrasa CRM account when new Loanzify loans are added.
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create leads in Tabrasa when loans are added to Loanzify" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Loanzify integrations
Add a record to your Tabrasa CRM account when new Loanzify loans are added.
Loanzify actions
Nekton can use any feature that is available in Loanzify API.
Using our advanced AI, you can easily create custom automations for Loanzify.
Here are some typical actions you can do in your automated workflows.
Create Loan
Creates a new loan in your pipeline
New Loan Created
Triggers when a new loan is created.
About Loanzify
Loanzify Digital POS platform is a fully customizable loan and client management tool.