<aside> <img src="/icons/list_gray.svg" alt="/icons/list_gray.svg" width="40px" /> Table of Contents

• Super Admin
• Loan Officer
• Loan Officer Assistant
• Branch Manager
• Borrower Journey
• Partner Journey
• Processing Manager </aside>

Zapier enables users to automate workflows between applications by creating “Zaps.” Each Zap consists of two main components:

• Trigger: An event that starts the workflow.
• Action: The task Zapier performs after the trigger.

For example, you could set up a Zap to add a new contact in MLOFLO whenever a new lead is captured in your Google Contacts.

Integrating MLOFLO with Zapier automates several tasks, improving efficiency and ensuring your workflow is streamlined.

How Zapier Works with MLOFLO

Using Zapier, MLOFLO can connect with thousands of other apps, allowing users to automate workflows like:

• Importing new leads from various platforms into MLOFLO.
• Updating contact information automatically.
• Triggering follow-up emails or notifications when leads progress through the pipeline.

Setting Up MLOFLO Integration with Zapier

Follow these steps to integrate MLOFLO with Zapier and create automated workflows:

Step 1: Create a Zapier Account

If you don't already have one, create an account on Zapier. You will also need an active MLOFLO account.

Step 2: Connect MLOFLO to Zapier

1. Navigate to MLOFLO: Log into your MLOFLO account.

2. Go to Integrations: In the Integration tab, locate Zapier.

   

3. Copy API Key: MLOFLO will prompt you to copy an API key, which will allow Zapier to access your MLOFLO account.

4. Open Zapier: In Zapier, add MLOFLO in the trigger event or action event, select and paste the API key in the pop-up screen appeared to connect the two platforms.

   

Step 3: Create a New Zap

1. Login to Zapier and select “+ Create” from the top left corner and select to create a new Zap

   

   

   

2. Choose a Trigger in MLOFLO: In Zapier, start by selecting a trigger from MLOFLO

   Available Trigger Events in MLOFLO:

   When creating a Zap, you can choose from the following Triggers in MLOFLO, which will start the workflow:

   • Add Borrower Contacts (Instant): Triggered when a new borrower contact is added.
   • Add Partner Contacts (Instant): Triggered when a new partner contact is added.
   • Add Task (Instant): Triggered when a new task is added in MLOFLO.
   • New Lead (Instant): Triggered when a new lead is added in MLOFLO.
   • New Loan (Instant): Triggered when a new loan is created in MLOFLO.
   • Update Loan for Arrive (Instant): Triggered when a loan is updated in MLOFLO.

   

3. Define Actions: Select what should happen next.

   Available Action Events in MLOFLO:

   You can choose from the following Actions to respond to a trigger:

   • Add Contacts: Adds contacts to MLOFLO from external services.
   • Add Event From Gmail in MLOFLO: Adds an event in MLOFLO when a new event is created in Gmail.
   • Add Event From Outlook in MLOFLO: Adds an event in MLOFLO when a new event is created in Outlook.
   • Add Lead (V1 & V2): Adds a lead to MLOFLO.
   • Add Partner: Adds a partner to MLOFLO.
   • Add Partner Lead Contact: Adds a partner lead to the pipeline in MLOFLO.
   • Add Task: Creates a task in MLOFLO.
   • Task List: Adds a list of tasks from external services to MLOFLO.
   • Update Loan in MLOFLO: Updates a loan file in MLOFLO.
   • Update Task: Updates an existing task in MLOFLO based on data from a connected app.

   

Step 4: Customize and Test the Workflow

1. Customize the Workflow: Adjust the Zap to fit your specific business needs. You can map fields like contact details, loan stages, or lead information.
2. Test the Workflow: Run a test to ensure the Zap works as expected. For example, when a new lead is added in MLOFLO, Zapier should trigger the specified actions (e.g., adding the lead to Google Contacts or sending a notification).

Step 5: Activate the Zap

Turn on the Zap: Once you're satisfied with the workflow, activate the Zap in Zapier. From now on, the automation will run in the background, syncing data and managing tasks without manual intervention.

Common Use Cases for MLOFLO and Zapier Integration

1. Lead Management

2. Pipeline Updates

3. Contact Synchronization

ARIVE Status Mapping in MLOFLO via Zapier

The integration between ARIVE and MLOFLO allows for seamless syncing of loan statuses. Users can map statuses from ARIVE to MLOFLO, ensuring both systems stay updated with the latest information.

Steps for Mapping ARIVE Status with MLOFLO:

1. Connect ARIVE and MLOFLO via Zapier:
   • Ensure that both ARIVE and MLOFLO are connected in Zapier by generating the necessary API keys and establishing the connection.
2. Select ARIVE as the Trigger:
   • In Zapier, choose an ARIVE event as the Trigger. For example, when a loan status changes in ARIVE, it will trigger an action in MLOFLO.
3. Choose Status Mapping in MLOFLO:
4. Map Each ARIVE Status to MLOFLO:
5. Activate the Zap:

By leveraging the status mapping feature, you can ensure that MLOFLO and ARIVE are consistently aligned, enabling you to focus on providing a smooth experience for clients and managing loans efficiently.