LionDesk + Usherpa + Webhooks by Zapier Integrations

How to connect LionDesk + Usherpa + Webhooks by Zapier

Zapier lets you send info between LionDesk and Usherpa and Webhooks by Zapier automatically—no code required. With 7,000+ supported apps, the possibilities are endless.

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Do even more with LionDesk + Usherpa + Webhooks by Zapier

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with LionDesk, Usherpa, and Webhooks by Zapier. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

New Contact
Triggers when a new contact is added to your LionDesk account.
Trigger
Scheduled
Try It
- Contact's LionDesk idRequired
- Remove existing tags?
- Tags
- Tag options
Action
Write
- LionDesk IdRequired
- CampaignRequired
Action
Write
- Email
- Phone number
- LiondDesk id
Action
Search
- Loan IdentifierRequired
- Loan Officer EmailRequired
- Borrower First Name
- Borrower Middle Name
- Borrower Last NameRequired
- Borrower Salutation
- Borrower Nick Name
- Borrower Mobile Phone
- Borrower Work Phone
- Borrower Home Phone
- Borrower Email
- Borrower Best Way To Contact
- Borrower Mailing Address
- Borrower Mailing City
- Borrower Mailing State
- Borrower Mailing Postal Code
- Borrower Company Name
- Borrower Fico Score
- Borrower Job Title
- Borrower Birthday
- Co-Borrower First Name
- Co-Borrower Middle Name
- Co-Borrower Last Name
- Co-Borrower Salutation
- Co-Borrower Nick Name
- Co-Borrower Mobile Phone
- Co-Borrower Home Phone
- Co-Borrower Work Phone
- Co-Borrower Email
- Co-Borrower Best Way To Contact
- Co-Borrower Fico Score
- Co-Borrower Birth Day
- Display Name
- Group Name
- Loan Notes
- Language
- Own Primary Residence
- Referrer Name
- Actual Close Date
- Application Date
- Appraisal Ordered Date
- Appraisal Received Date
- Approval Date
- Cancellation Date
- CD Sent Date
- CD Receipt Date
- Cleared to Close Date
- Construction Close Date
- Credit Pulled Date
- Decision Date
- Denied Date
- Docs To Escrow Title Date
- Estimated Close Date
- First Payment Due Date
- Lock Date
- Lock Expiration Date
- Loan In Process Date
- Loan Modified Date
- Servicing Next Payment Due Date
- Signed Date
- Sold Date
- Submitted To Underwriting Date
- Appraised Value
- Association Dues
- CLTV
- Documentation Type
- Hazard Insurance
- Is In Flood Zone
- Lien Position
- Loan Status
- Loan ARM Index
- Loan ARM Margin
- Loan Interest Rate
- Loan Amount
- Loan Number
- Loan Product
- Loan Type
- Loan LTV
- Loan Monthly Payment
- Loan Purpose
- Loan Term
- Occupancy
- PMI
- Property Taxes
- Purchase Price
- Total Down Payment
- Total Loan Amount
- Total Monthly Payment
- Secondary Loan ARM Margin
- Secondary Loan ARM Index
- Secondary Loan Interest Rate
- Secondary Loan Amount
- Secondary Loan Number
- Secondary Loan Product
- Secondary Loan Type
- Secondary Loan LTV
- Secondary Loan Monthly Payment
- Property Street Address
- Property City
- Property County
- Property State
- Property Postal Code
- Escrow Company Name
- Escrow Street Address
- Escrow City
- Escrow State
- Escrow Postal Code
- Escrow Phone Number
- Escrow Fax Number
- Escrow No.
- Title Attn
- Buyer Agent Name
- Buyer Agent Company
- Buyer Agent Title
- Buyer Agent License No.
- Buyer Agent Email
- Buyer Agent Mobile Phone Number
- Buyer Agent Work Phone Number
- Buyer Agent Fax Number
- Buyer Agent Street Address
- Buyer Agent City
- Buyer Agent State
- Buyer Agent Postal Code
- Listing Agent Name
- Listing Agent Company
- Listing Agent Title
- Listing Agent License No.
- Listing Agent Email
- Listing Agent Mobile Phone Number
- Listing Agent Work Phone Number
- Listing Agent Fax Number
- Listing Agent Street Address
- Listing Agent City
- Listing Agent State
- Listing Agent Postal Code
Action
Write

Catch Raw Hook
Wait for a new POST, PUT, or GET to a Zapier URL. Gives the request body unparsed (max 2 MB) and also includes headers.
Trigger
Instant
Try It
- MethodRequired
- URLRequired
- Data Pass-Through?
- Data
- Unflatten
- Basic Auth
- Headers
Action
Write

- URLRequired
- Payload Type
- Data
- Wrap Request In Array
- File
- Unflatten
- Basic Auth
- Headers
Action
Write

- LionDesk idRequired
- Comment descriptionRequired
Action
Write
- First NameRequired
- Last Name
- Primary Email
- Contact Hotness
- Contact Source
- Contact Tags
- Mobile Phone
- Home Phone
- Office Phone
- Company
- Birthday
- Type of address
- Address 1
- Address 2
- City
- State
- Zip code
- Comments
- Campaign
- Lead
- Lead Source
- Distribute Lead
Action
Write
- Contact's LionDesk idRequired
- HotnessRequired
Action
Write
- Contact Type
- Marketing Package
- First NameRequired
- Middle Name
- Last NameRequired
- Nick Name
- Display Name
- Salutation
- Email
- Address
- City
- State
- Postal Code
- Home Phone
- Mobile Phone
- Work Phone
- Employer
- Birthday
- Title
- Group Name
- Referral Source
- Website
- Fico Score
- Favorite Things
- Own Current Residence
- Contact Preference
- Language
- License Number
- Additional Contact First Name
- Additional Contact Middle Name
- Additional Contact Last Name
- Additional Contact Salutation
- Additional Contact Nick Name
- Additional Contact Email
- Additional Contact Address
- Additional Contact City
- Additional Contact State
- Additional Contact Postal Code
- Additional Contact Home Phone
- Additional Contact Work Phone
- Additional Contact Mobile Phone
- Additional Contact Employer
- Additional Contact Title
- Additional Contact Birthday
- Additional Contact Website
- Additional Contact Fico Score
- Additional Contact Favorite Things
- Additional Contact Own Current Residence
- Additional Contact Contact Preference
- Additional Contact Language
- Additional Contact Licnese Number
Action
Write
- URLRequired
- Key
- Deduplication Key
- Xpath
- Basic Auth
- Headers
Trigger
Scheduled
Try It
- Pick off a Child Key
Trigger
Instant
Try It
- URLRequired
- Query String Params
- Send As JSON
- JSON key
- Unflatten
- Basic Auth
- Headers
Action
Write
- URLRequired
- Payload Type
- Data
- Wrap Request In Array
- File
- Unflatten
- Basic Auth
- Headers
Action
Write

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How LionDesk + Usherpa + Webhooks by Zapier Integrations Work

Step 1: Authenticate LionDesk, Usherpa, and Webhooks by Zapier.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect LionDesk + Usherpa + Webhooks by Zapier

About LionDesk

LionDesk is the hub for Sales Professionals to help manage clients, transactions, automate marketing and more.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Usherpa

Usherpa is the easiest-to-use marketing crm for sales professionals that saves time, maximizes referrals and automates marketing.

Related categories

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Webhooks by Zapier

Webhooks simply POST data (or JSON) to a specific URL every time we see something new. Webhooks can also accept data (or JSON) to kick off a workflow in Zapier.

Learn more Help

LionDesk + Usherpa + Webhooks by Zapier Integrations

How to connect LionDesk + Usherpa + Webhooks by Zapier

Do even more with LionDesk + Usherpa + Webhooks by Zapier

New Contact

Add Tags

Remove existing tags?

Tags

Tag options

Start Campaign

Find Contact

Email

Phone number

LiondDesk id

Import Loan

Borrower First Name

Borrower Middle Name

Borrower Salutation

Borrower Nick Name

Borrower Mobile Phone

Borrower Work Phone

Borrower Home Phone

Borrower Email

Borrower Best Way To Contact

Borrower Mailing Address

Borrower Mailing City

Borrower Mailing State

Borrower Mailing Postal Code

Borrower Company Name

Borrower Fico Score

Borrower Job Title

Borrower Birthday

Co-Borrower First Name

Co-Borrower Middle Name

Co-Borrower Last Name

Co-Borrower Salutation

Co-Borrower Nick Name

Co-Borrower Mobile Phone

Co-Borrower Home Phone

Co-Borrower Work Phone

Co-Borrower Email

Co-Borrower Best Way To Contact

Co-Borrower Fico Score

Co-Borrower Birth Day

Display Name

Group Name

Loan Notes

Language

Own Primary Residence

Referrer Name

Actual Close Date

Application Date

Appraisal Ordered Date

Appraisal Received Date

Approval Date

Cancellation Date

CD Sent Date

CD Receipt Date

Cleared to Close Date

Construction Close Date

Credit Pulled Date

Decision Date

Denied Date

Docs To Escrow Title Date

Estimated Close Date

First Payment Due Date

Lock Date

Lock Expiration Date

Loan In Process Date

Loan Modified Date

Servicing Next Payment Due Date

Signed Date

Sold Date

Submitted To Underwriting Date

Appraised Value

Association Dues

CLTV

Documentation Type

Hazard Insurance

Is In Flood Zone

Lien Position