Paperless Pipeline Integration

Overview

Paperless Pipeline is a transaction management system (TMS) used in real estate.

Experience.com’s Paperless Pipeline integration solution allows enterprise customers to automatically send surveys to real estate customers during and after key moments in the home buying process. The Paperless Pipeline integration allows you to:

• Ingest real estate transaction data from Paperless Pipeline into Experience.com.

• Map ingested data to campaigns within the account

• Automate campaigns and surveys to real estate customers and partners based on role, transaction type, or location.

Transactions ingested from the Paperless Pipeline platform into the XMP are labeled as verified transactions.

Prerequisites for Configuring a Paperless Pipeline Integration

Several prerequisites must be met before Experience.com can access and ingest transaction data from Paperless Pipeline for a specific organization. Paperless Pipeline uses Zapier’s technology to integrate with Experience.com and other applications. To integrate with Paperless Pipeline via Zapier, you will need:

• A Zapier Starter package plan ($19.99/mo)

• Admin or Manager access to your organization’s Paperless Pipeline instance

• An API key from the account’s ingestion set up in the XMP

Obtain an API Key from your Account’s Ingestion Setup

1. To create a new configuration, navigate to the Account Settings page and open the Ingestion Settings. Scroll to find and click Paperless Pipeline, and then click the blue “New Connection” button.

Open

2. Once the connection is created, some information is required to verify and activate it.

   1. Give the connection a name.

   2. Enter a point of contact for the integration. This is someone that Experience.com may contact if an ingestion error occurs or if a re-configuration is needed for the integration.

      Open

      

3. Once a connection name and point of contact have been established, click the blue Verify & Connect button.

4. When the Paperless Pipeline configuration has been verified and connected, click back into it to access the API Key.

   1. Locate the API Key and click the copy button to copy it to your computer’s clipboard.

Configuring the Paperless Pipeline Integration in Zapier

To configure the integration between Paperless Pipeline and Experience.com, you will first need to create a Zap within Zapier. Then, a filter should be added so that transactions are only ingested when a transaction status equals closed. Once a filter has been added, a zap can be created for Experience.com to retrieve the information. Finally, the data from Paperless Pipeline has to be mapped to fields available via Zapier. Once the fields are mapped properly, the connection can be finalized.

Take the following steps to get started:

Create a Paperless Pipeline Zap in Zapier

1. Log in to Zapier, then click Create Zap.

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

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

4. Once you have chosen Paperless Pipeline as the app, select the trigger event: Transaction Status Changed. Then, click Continue.

5. Click the sign-in button next to the Paperless Pipeline logo, then, when redirected to the sign-in page, log in to Paperless Pipeline.

6. If this is your first time connecting to Paperless Pipeline from Zapier, the platform will ask to authorize Zapier to access transaction data in your account. Click Authorize Zapier.

7. When you are redirected back to Zapier, expand the Customize Transaction sub-menu and select Closed status from the dropdown menu. This will ensure that only closed transactions are ingested into the XMP. After selecting Closed, click on Test trigger to show test data from the connection.

Add a Filter to the Zap

7. Click 2. Action, then search for and select Filter (only proceed when a condition is set).

8. Under the Filter setup & testing section, use the dropdown menus to set the condition to only continue if the field status equals closed.

Create an Action for Experience.com to Retrieve the Data

8. Click 2. Action, then search for and select Experience.com from the list of apps.

9. From the Events list, search for Paperless Pipeline and select Retrieve Paperless Pipeline Data, then click Continue.

10. In the Account sub-menu, click Connect a new account. When re-directed, enter the API key that you retrieved from the account’s ingestion set-up in the XMP and click Continue.

Map Paperless Pipeline fields in Zapier

11. When the Action menu expands, each field from Paperless Pipeline 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 Paperless Pipeline:

13. When the fields have all been mapped, click Retest & Continue to test that data is pulling into all of the places it should be.

14. Finally, click Done Editing, then turn the Zap on with the toggle at the top of the page.

Once the Zap is enabled, data will be pulled in from Paperless Pipeline and into Experience.com for transaction ingestion. Because of the API connection within the integration, data is transferred more often than on a daily basis. Transactions will typically be processed within hours of the status update.