Zapier Documentation - Retrieve Applicant Data

Zapier Documentation - Retrieve Applicant Data

This article reviews how to set up a trigger inside Zapier to retrieve your applicants data and send that data to your desired software. Below is a video followed by a step by step process. The example given is sending an email alert to myself when a credit report is processed, however you can do thousands of workflows with Zapier!



Step 1: Configuring iSoftpull


  1. Select iSoftpull as your Trigger
  2. Sign in your account using your iSoftpull credentials
  3. Select Retrieve Applicant Data as your Trigger
  4. Test your connectivity
Select iSoftpull as the App
  

Select Retrieve Applicant Data

Test Trigger



Sample Applicant Results

Once you have signed in, click the test trigger button to pull in applicant data.  If you have no applicant data processed in iSoftpull, we will populate test data for you to check out. If testing works correctly, you should see the information populate in Zapier as shown above.


Step 2: Connect your destination source and Action.


If your Zap is populating test data as shown in step one, you're ready to integrate to your desired software! Simply search for your desired software or select it from the interface. This should bring you to a login screen where you will enter your credentials for that software, just like you did above in step one. For this example I will choose Gmail. Further, in this hypothetical Zap, the desired result I want is for me (the iSoftpull user) to receive an email alert every time a new lead comes in through a webform. As such, I will select Gmail, log in, and select Send Email as my action step.


Connect Your Desired App


Select Trigger (Send Email)

Step 3: Setup Action


The setup action phase tells Gmail what to do once it receives the information from iSoftpull. Here is where we can populate information from iSoftpull into an Email. You may type in your own information, or you may populate information in from iSoftpull.
  1. To: Wherever you want the email to be sent to (your email address)
  2. CC/BCC: Anyone else you want to receive the information
  3. From: Select your Gmail account
  4. From Name: Your name or your company name
  5. Reply: Specify a single reply address other than your own (if applicable)
  6. Subject: NEW SOFT PULL APPLICANT ALERT
  7. Body Type: Plain
  8. Body: Here is where I would select information from iSoftpull
    1. First Name, Last Name
    2. Address, City, State
    3. Phone, Email
    4. Intelligence Result
    5. Credit Report Link
    6. Form
    7. User
    8. Branch
    9. UTM information

Configure Email

Email Configuration Continued


Here is an example of a properly configured body of the message that would populate: First Name, Last Name, Email, Phone, Intelligence, and Report Link. 



This will populate information from your client and notify you of who your new leads are, instantly!




Step 4: Test Your Zap!


Click test Action

Test Action









If your Zap is working correctly,
  1. You should receive a sample email like the one configured above and
  2. All of the sections in the Gmail section should have a green checkmark as pictured below!

Green Check Marks


Step 5: Publish your Zap!


To activate your Zap simply click Publish and your integration is complete!

Publish Zap





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Need Assistance?
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