Can I sync task, notes, and documents with Zapier?
Not right now. but we are looking into this as a possible future feature.
Can I integrate Zapier with a CRM virtual branch?
Yes, Zapier uses the Nexus user accounts to connect with the CRM. Use an account which is a member of the virtual branch in order to integrate with it.
Can Mercury push updates to other applications using Zapier?
Yes, Mercury connector provides instant push triggers in Zapier for opportunities and contacts. Any update to an opportunity (or an attached asset or liability) will trigger an instant push of the opportunity. Any update to a contact (or an attached address, income or expense) will instantly push the contact to Zapier.
If I have set up a trigger to receive opportunity updates will it also bring across applicants linked to that opportunity?
Yes, and no. The reason why we say that is, that the opportunity trigger's payload will only contain the Applicant's Mercury Id, but not the full Application details like name, email, etc. To get the other details of the applicant, you will need a multi-step zap where Step 1 is an opportunity trigger, while step 2 will be a Find contact action which will take the Applicant Mercury ID as the input.
Can I link a contact with a category in a third party application, link MailChimp?
Yes.
Is Zapier Free?
Yes, for the basic plan that allows you to create 2-step Zaps. To find out more about Zapier pricing plans refer to https://zapier.com/app/billing/plans
Will Connective cover the cost of Zapier paid plans?
No. The basic offering provided by Zapier is free, Connective will not be covering the cost of Zapier paid plans at this stage.
How do I work with date-time values in Zapier?
Mercury sends date and time values as Unix timestamps. You will need to apply Zapier formaters to format it into a date/time format of your choice.
How do I trigger a Zap within a set time-frame?
You can you Zapier Filters to filter out Opportunities/contacts created outside a certain time range.
How should I format phone numbers in Zapier? [Advanced]
You can user Zapier formater to achieve this
Can I do a Fact-find needs analysis via Zapier?
At this stage no.
Can I create a zap that triggers of Loan status changes?
Yes. To learn what zaps you can set up when the Loan Status changes, see:
How will Connective support Zapier?
Connective will only provide support for issues with Mercury Connector. For any issues related to third-party apps Connective cannot provide any support