Currently, we support integrations with CRMs and other third-party systems via Zapier. As ARIVE directly integrates with Zapier, you can transfer data from/to ARIVE via Zapier, it is bi-directional.


The Zapier Integration is available in the Pro Plan and above.


In Zapier, a Zap is triggered by an event or action that occurs in one of the connected apps. This event is referred to as the trigger, and it initiates the execution of the Zap and its subsequent actions.

When you create a Zap, you select a trigger app and specify the trigger event that will start the workflow.


The trigger event could be something like:

  • New Loan in ARIVE: This event will trigger the Zap whenever a new loan file is created in ARIVE.
  • Loan Application submitted in POS: This event will trigger the Zap whenever a borrower submits the 1003 application through the POS.
  • Loan Status Updated in ARIVE: This event will trigger the Zap whenever status/stage changes for any loan in ARIVE.
  • Loan Trackers Updated in ARIVE: This event will trigger the Zap whenever the status of trackers (Appraisal, Title, HOI only) is updated in ARIVE.
  • Loan Archived in ARIVE: This event will trigger the Zap whenever a loan is Archived in ARIVE
  • Loan Date Updated in ARIVE: This event will trigger the Zap whenever the dates (TRID/Compliance Dates, Document Dates, Lock Dates and Other Key Dates) under the Audit & Dates tab are updated.
  • New Lead in ARIVE: This event will trigger the Zap when a new Lead is added in ARIVE.
  • Lead Updated in ARIVE: This event will trigger the Zap when a Lead is updated in ARIVE.


Example:

You can set up a Zap to push the data to your CRM every time the loan status updates in ARIVE. In this Zap, the trigger is the ‘Loan Status Updated in ARIVE’.


Once the trigger event occurs, Zapier detects it and executes the associated Zap. The Zap then performs the specified actions in response to the trigger. Actions are tasks that Zapier performs in other connected apps based on the trigger event. These actions can include creating a new task, sending a notification, updating a spreadsheet, or any other action supported by the connected app.


Please check this user guide for more information on ARIVE integration with Zapier:

Integrating ARIVE with your Zapier Account (CRM Integration)


The data is fetched through API fields. You can check this user guide to see the list of all the API fields available to fetch the data:

What data can be communicated through Zapier?