Sonar allows you to easily send your data to any CRM. Every time the lead or loan updates a "lead stage" it will trigger the zap to send out the data. The data points that can be sent to another system are included in the file "Zapier Fields"
Outlined below are the steps to set up the initial Trigger, the rest of the Zap is up to your unique needs. Once the connection is set up and you have leads flowing into Sonar the information will automatically be sent to your respective CRM.
Creating the Trigger
Important: In order to leverage this connection you will need to have an account with Zapier and have a plan that is at least the "Starter" pack
Signing up for an account - If you don't already have a Zapier Account, your first step will be to sign up for an account - Sign up for Zapier here
For the "trigger" select Webhooks by Zapier, and for the "event" select Catch Raw Hook, and click "Continue". Then copy the Webhook URL (you won't be able to test the trigger just yet!)
Now, log into your LOS account, and navigate to the Settings > Integrations tab.
Click "Add Integration". Paste the webhook URL from Zapier into the Endpoint field.
Next, click "Test" and then you can click "Save"
After you click "save" you have now connected your Zapier webhook to Sonar.
The next step is optional, but before setting up your next Action (setting up the data that you want to send over to your action app). Choose "Code by Zapier" and for the event select "Run Javascript"
Then, put in the "Input Data" RAW, and select RAW Body (as demonstrated below)
In the "code" area you can copy/paste the following, then you can click Continue and "TEST"
let PARSED = JSON.parse(inputData.RAW); output = [{PARSED}];
The next step is completely up to you and your company's needs, you can connect your CRM account for the next "Action" Step.
If you decided to just use the webhook - this is what the raw message could contain:
If you decided to just use the webhook - this is what the raw message could contain:
{"ContactId":15055,"ContextId":"LoanId:39102","Environment":"UAT","LoanUrl":"https://sonar.los.uat.yoursonar.tech/loan?loanId=39102","ClientIPAddress":"96.239.34.194","LoanId":39102,"RefId":39102,"FirstName":"Mort","LastName":"Gage","Email":"[email protected]","DayPhone":"(689) 768-9689","Street":"21 W End Ave ","City":"New York","State":"NY","ZipCode":"10023","Country":"US","LoanAmount":480000.00,"Source":"POS","LeadStage":"Lender Disclosures Sent","LoanPurpose":"Purchase","IntendedPropertyUse":"PrimaryResidence","PropertyType":"SingleFamily","PropertyStreet":" ","PropertyCity":"Miami Beach","PropertyState":"FL","PropertyZipCode":"","DownPayment(%)":"20.00","PurchasePrice":"600000.00","DownPaymentAmount":"120000.00","ExistingHomeValue":"","MonthlyMortgagePayment":"","CreditScore":"0","CurrentLiabilities":"4008.92","TotalHouseholdIncome":"0","HasForclosure":"","CurrentlyPastDue":"","DtiRatio":"0","LastWorkflow":"","LTV":"0.800000","LeadValueScore":"","RecentInquiries":"","FirstSeen":"7/23/2024 2:28:30 PM","LastSeen":"10/24/2024 5:55:28 PM","LoanStatus":"Active","EnteredDate":"10/24/2024 5:53:24 PM","PurchaseTimeline":"NotSure","PurchaseIntent":"SignedContract","UtmSource":"","UtmCampaign":"","UtmMedium":"","Disposition":"","Milestone":"DisclosuresSent","OriginatorBusinessEmail":"[email protected]","OriginatorName":"Maddie Judge","CalendarUrl":"","OriginatorRole":"Originator","BusinessContacts":[{"BusinessContact":{"Type":"RealEstateAgent","Role":"Buyer","Email":"[email protected]","Phone":"(234) 999-9944","FirstName":"Mike","LastName":"Paul"}},{"BusinessContact":{"Type":"Appraiser","Role":"Unspecified","Email":"","Phone":"(232) 131-2312","FirstName":"Allen","LastName":"Appraiser"}}],"LoanTeam":[{"LoanUser":{"Role":"Originator","FirstName":"Maddie","LastName":"Judge","Email":"[email protected]","Phone":"(329) 765-8926","Primary":"True"}},{"LoanUser":{"Role":"Processor","FirstName":"Emily","LastName":"Processor","Email":"[email protected]","Phone":"(123) 456-7890","Primary":"True"}},{"LoanUser":{"Role":"Originating LOA","FirstName":"Raj -LOA","LastName":"Patel","Email":"[email protected]","Phone":"(231) 231-2312","Primary":"True"}},{"LoanUser":{"Role":"Non-Originating LOA","FirstName":"Raj -LOA -NON","LastName":"Patel","Email":"[email protected]","Phone":"(123) 123-1231","Primary":"False"}}]}
FAQ:
What triggers an update to get sent to Zapier?
Loan Status updates, Milestone changes and lead-stage updates will all cause a new update to be sent to Zapier.
Here is more information on creating Zaps - Zapier's Quick-Start Guide and Setting up a "Trigger and an Event"