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Create a LendingPad Zap in Zapier

  1. Log in to Zapier and click on Zaps from the menu.On the Zaps page, click Create , then click Create Zap.

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  1. Click 1. Trigger to start building the Zap.

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  1. In the search bar, search for and select LendingPad from the list of Apps.

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  1. Once you have chosen LendingPad as the app, select the trigger event: Loan Updated. Then, click Continue.

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    1. Click the

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    1. sign-in button next to the LendingPad logo, then enter the API key that you retrieved from your LendingPad instance. Click Yes, Continue to LendingPad.

      1. The API key can be found within the Settings>>Integrations>>Personal/API Keys within LendingPad.

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    1. When the API key is accepted, test the connection. Here, you will see sample loan data on your screen to ensure the information is pulling in properly.

    Add a Filter to the Zap

    1. From the list of Helpers, select FilterClick 2. Action, then search for and select Filter (only proceed when a condition is set).

    2. Under the Filter setup & testing section, set the condition to only continue if the field loan status equals funded.

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    1. Once the condition has been set, go back to the LendingPad zap to add an Action.For the App & Event, search Add another action by clicking the + button below the filter.

    1. Search for and select Experience.com. For the event, enter Retrieve LendingPad Transactions.

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    1. Click Continue. When the Account

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    1. menu expands, click Sign in to log in to your Experience.com

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    1. account

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    1. .

    Map LendingPad Fields to XMP Fields

    1. The following fields from Zapier must be matched up and associated with the fields from LendingPadWhen the Action menu expands, each field from LendingPad needs to be mapped to an Experience.com field. For each field provided on the screen by Zapier, type or insert the corresponding field from LendingPad:

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