Zapier Integration

First you will want to Sign up for a free Zapier account, from there you can jump right in.

Obtaining a Zapier API Token:

From your Loanzify POS Dashboard, visit the Settings > Integrations section

Use this token in the following Zapier step. (Note: your API Key will be different)

How do I connect Loanzify to Zapier?

• Log in to your Zapier account or create a new account.
• Navigate to "My Apps" from the top menu bar.
• Now click on "Connect a new account..." and search for "Loanzify"
• Use your credentials to connect your Loanzify account to Zapier.

Once that's done you can start creating an automation! Use a pre-made Zap or create your own with the Zap Editor. Creating a Zap requires no coding knowledge and you'll be walked step-by-step through the setup.

Need inspiration? See everything that's possible with Loanzify and Zapier.

To help you hit the ground running, here are some popular pre-made Zaps.

Create Trello cards from new Loanzify loans

Use this Zap

Create Mailchimp subscribers from new Loanzify loans

Use this Zap

Create Salesforce records from new Loanzify loans

Use this Zap

Create Google Sheets spreadsheet rows from new Loanzify loans

Use this Zap

Create ActiveCampaign contacts from new Loanzify loans

Use this Zap

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