About Zapier Community
New to our Community? Get to know more about our space and how to make the most of your time here.

Code of Conduct Community FAQ's Zapier Common Questions What to Expect

Get Started With Zapier
New to Zapier? We have got you covered with our Zapier 101 Resources.

Zapier Essentials

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Zapier Reading
All of our best learning resources can be found here.

Featured Articles Show & Tell AI Hub Zapier Tools Hub

Learning Groups
Excited to meet other builders? Check out our interest areas full of doers, dreamers, and in-betweeners.

User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

Best answer

Zap Not Sending All Loans from Arive to Bntouch: Filter Issue for Subscribed Loan Officers

  • 20 April 2023
  • 5 replies
  • 65 views
tcangas

I have the zap running to port over any new loans in Arive to Bntouch. This zap is only for the loan officers that are subscribing to both Arive and Bntouch (a few opted out of Bntouch). So I used a filter (below) to only send over loans to Bntouch for the loan officers that are subscribed to it. We’ve entered test files for 3 or 4 of us loan officers and only mine are being created in Bntouch. We even took a few of the files that didn’t get zapped over for the other loan and entered them in my name, and they went over successfully. I’m stumped as all the names are in the same filter.

So Tony’s files go over but (so far) John or Tracy’s are not going over. Love to hear any input on this. TIA

 

icon

Best answer by Brem 21 April 2023, 01:11

View original

5 replies

Brem
Userlevel 4
Badge +6

Hi @tcangas 

Welcome to the Community! I'm sorry you’re having trouble with your Zap.

Does the “First Loan Team” value change from Tracy to Tony, John, Tracey, Terry, etc.? If so, you can use the dynamic value by selecting “First Loan Team” on the right side of the filter step.

tcangas

Thanks for the response Brem. Yes the “First Loan Team” value will change to the name of which ever loan officer creates the file in Arive. So I add the First Loan Team value on the right and leave everyone’s name as it’s currently written as in below? Because recall the objective is to only port over the new loans in Arive from those noted loan officers and not others.

 

tcangas

I did the above and it is now bringing over the other loan officers’ loans into Bntouch. However, regardless of who the loan officer is on the file, the Bntouch record created are all going under my contacts, not the originating loan officer.

tcangas

Problem solved, thanks again Brem

Brem
Userlevel 4
Badge +6

Hi @tcangas 

You’re welcome! Great to hear you were able to get everything resolved.

Reply


Terms & Conditions