The Jupiter Zapier integration connects Jupiter (a loan origination system, or LOS) to thousands of apps via Zapier (https://zapier.com).
Using this integration, you can:
Trigger automations when loan activity occurs
Create loans in Jupiter from external systems
Search and retrieve loan data from Jupiter
What can I do with a Zapier integration?
Trigger automations in Zapier when loan activity happens in Jupiter (new loans, status changes, borrower updates, etc.).
Create loans in Jupiter from external systems (CRMs, marketing tools, lead forms).
Search Jupiter to retrieve loan data inside a Zap (to enrich, branch, or update downstream records).
Common Use Cases
Post a Slack or Microsoft Teams message when a new loan is created.
Add a borrower to a CRM (HubSpot, Salesforce, Follow Up Boss) when a loan application is submitted.
Send a templated email when a loan status changes to "Approved" or "Funded."
Push milestone updates to a Google Sheet or Airtable pipeline.
Create a Jupiter loan from a lead-capture form (Typeform, Jotform, website webhook).
Look up loan details to include in an automated borrower communication.
Prerequisites
To use this integration you need:
An active Jupiter account.
An active Zapier account (free or paid, depending on Zap complexity).
A Jupiter Zapier integration token.
Important: When using the Create Loan action, the Loan Officer email you provide must exactly match an existing Jupiter user's email.
Note:
Trigger events may take a few moments to appear in Zapier after updates are made in Jupiter.
Support and Implementation
The Jupiter Zapier integration is designed to be self-serve, allowing teams to build and manage their own automated workflows directly in Zapier.
To help customers get started, the Jupiter team hosts regular drop-in sessions covering:
How the Zapier integration works
Common workflow examples
Trigger and action setup
Best practices for automation
Please note:
The Jupiter team does not build custom Zapier workflows or integrations on behalf of loan officers or broker teams.
Customers are responsible for configuring and maintaining their own Zapier automations.
For teams needing advanced workflow development, we recommend connecting with your Jupiter account manager for further discussions & recommendations.
Triggers
Triggers send data from Jupiter to Zapier when an event happens. Each trigger uses the same structure: When it fires and data returned to Zapier.
1. New Loan Created
When it fires
This trigger fires when:
A loan officer creates a new loan
A loan is imported into Jupiter
A borrower signs up to start a new application
Data Included
Field | Example Value |
Loan ID |
|
Loan External ID |
|
Team ID |
|
Loan Number |
|
Loan URL | |
Loan Purpose |
|
Loan Officer - ID |
|
Loan Officer - First Name |
|
Loan Officer - Last Name |
|
2. Loan Submitted by Borrower
When it fires
This trigger fires when a borrower completes and submits their loan application to the broker.
Data Included
Field | Example Value |
Loan ID |
|
Loan External ID |
|
Team ID |
|
Loan Number |
|
Loan URL | |
Loan Purpose |
|
Submitting Borrower - ID |
|
Submitting Borrower - External ID |
|
Submitting Borrower - First Name |
|
3. Loan Status Changed
When it fires
This trigger fires when a loan moves to a new status, such as:
Processing → Underwriting
Approved
Funded
Data Included
Field | Example Value |
Loan ID |
|
Loan External ID |
|
Team ID |
|
Loan Number |
|
Loan URL | |
Loan Purpose |
|
Main Borrower - ID |
|
Main Borrower - External ID |
|
Main Borrower - First Name |
|
4. Borrower Info Updated
When it fires
This trigger fires when borrower profile information is updated, including:
Name
Email
Phone number
Current living address
Citizenship
Data Included
Field | Example Value |
Loan ID |
|
Loan External ID |
|
Team ID |
|
Loan Number |
|
Loan URL | |
Loan Purpose |
|
Updated Borrower - ID |
|
Updated Borrower - External ID |
|
Updated Borrower - First Name |
|
5. Loan Info Updated
When it fires
This trigger fires when key loan-level details are updated, including:
Loan purpose
Base loan amount
Purchase price
Credit score
DTI inputs
Monthly income
Data Included
Field | Example Value |
Loan ID |
|
Loan External ID |
|
Team ID |
|
Loan Number |
|
Loan URL | |
Loan Purpose |
|
Updated At |
|
Actions
Actions allow Zapier to create or update information inside Jupiter.
Create Loan
What it does
Creates a new loan in Jupiter from an external system.
Required Inputs
Field | Required | Example Value |
Loan Officer Email | Yes | |
Loan Purpose | Yes |
|
Main Borrower First Name | Yes |
|
Main Borrower Last Name | Yes |
|
Main Borrower Email | Yes | |
External ID (Loan) | No |
|
Main Borrower Cell Phone | No |
|
Main Borrower External ID | No |
|
Data Returned After Creation
Field | Example Value |
Loan ID |
|
Loan External ID |
|
Team ID |
|
Loan Number |
|
Loan URL | |
Loan Purpose |
|
Loan Officer - ID |
|
Loan Officer - First Name |
|
Loan Officer - Last Name |
|
Searches
Searches allow Zapier to retrieve existing loan information from Jupiter.
Search Loan (Find Loan)
What it does
Looks up a loan in Jupiter using a Loan ID and returns detailed loan information.
Input
Field | Example Value |
Loan ID |
|
Data Returned
Loan
Field | Example Value |
ID |
|
External ID |
|
Loan Number |
|
Team ID |
|
Loan URL | |
Loan Purpose |
|
Loan Status |
|
Loan Officer
Field | Example Value |
ID |
|
First Name |
|
Additional Resources
Should you have further questions please click on the chat bubble or send an email to support@jupiterlos.com.