This article walks you through how to connect ARIVE LOS to Homebot using Zapier. Once set up, every funded loan will automatically sync to your Homebot account. Follow the step-by-step instructions to get started.
Part 1: Setting Up Your Zapier Account
Choosing the Right Zapier Plan
The free Zapier plan will not work for this integration — it only supports single-step Zaps, and this workflow requires at least three steps
The Professional plan (paid) is the recommended starting point
Each time a client is pushed into Homebot counts as one "task" — for most loan officers closing 4–10 loans per month, the Professional plan's 750 tasks per month is more than sufficient
Part 2: Connecting ARIVE to Zapier
Activating the ARIVE Zapier Integration
ARIVE's Zapier integration requires an invite link before it will appear in Zapier's app search.
Log into your ARIVE account
Navigate to API Integration settings
Click Integrate with Zapier and then Copy Zapier Link
Paste that link into your browser and accept the invite
Return to Zapier — ARIVE will now appear in the app search
Part 3: Building the Zap
Step 1 — Set the Trigger (ARIVE: Loan Status Updated)
From the Zapier homepage, click the orange + Create button and select Zap
Click the Trigger step and search for ARIVE
Select Loan Status Updated as the Trigger Event
Under Account, connect your ARIVE account by signing in
Click Continue, then click Test Trigger
This pulls your most recent loan status changes (up to 3–4 records) to confirm the connection is working
IMPORTANT NOTE: If none of the test records show a funded loan, that is okay — you will add a filter in the next step to handle this
Step 2 — Add a Filter (Only Continue if Funded)
Click + below the Trigger step and search for Filter
Select Filter by Zapier
Configure the filter as follows:
Only continue if…
Field: Current Loan Status
Condition: Text Exactly Matches
Value: LOAN_FUNDED
Click Continue
IMPORTANT NOTE: If the test record you selected is not a funded loan, the filter will say "Your Zap would not have continued." This is expected and means the filter is working correctly.
Step 3 — Find or Create the Client in Homebot
Click "+" below the Filter step and search for Homebot
Select Find Client by Email as the Action Event
Connect your Homebot account and click Continue
For the Client Email field, click "+" and select the Primary Loan Borrower Email field from your ARIVE trigger data
Leave "Should this step be considered a success if no search results are found?" set to No
Check the box: "Create Homebot Client if it doesn't exist yet?"
Set "Set as Prospect" to False — these are funded homeowners who should receive the monthly Homebot home report
Fill in the following required and recommended fields by mapping them to your ARIVE data. See table below.
Click Continue
The test may show as filtered out or incomplete — this is expected if no funded loan record is available. You can proceed.
Homebot Field | ARIVE Data Point |
First Name (required) | Primary Loan Borrower First Name |
Last Name (required) | Primary Loan Borrower Last Name |
Phone | Primary Loan Borrower Mobile Phone |
Close Date | Estimated Funding Date |
IMPORTANT NOTES:
Date of birth is optional and currently has limited use in Homebot. You can skip it or add it later.
If a husband and wife are both on the loan, you can add both clients separately using their individual email addresses — Homebot will automatically recognize them as co-borrowers as long as the same property address is attached.
You can always return and add more fields after publishing.
If the test step does run successfully, it will create a real client in your Homebot account. This is expected behavior — it is not just a test record.
Step 4 — Create the Home in Homebot
Click + below the Find Client by Email step
Search for Homebot and select Create Home as the Action Event
Click Continue
For the Client ID field:
Click + inside the field
Navigate to the Homebot — Find Client by Email step
Select ID of the Created Client
Map the following address fields from your ARIVE data. See table below.
Click Continue
Homebot Field | ARIVE Data Point |
Address (Street) (required) | Subject Property Street Address |
Address (Zip) (required) | Subject Property Zip |
Appraised Value | Appraised Value |
Sold Date | Estimated Funding Date |
IMPORTANT NOTES:
You do not need to test this step if no funded loan records are available. If the Zap is configured correctly, it will work as soon as a real funded loan comes through.
Adding a Sold Date is strongly recommended. Without it, Homebot may pull an older sold date from public records (e.g., a previous purchase of the same home).
Testing Your Zap End-to-End (Optional but Recommended)
If you want to verify the full Zap before going live:
Temporarily delete the Filter step (it can be re-added easily)
Create a dummy client in ARIVE with:
A real email address (e.g. a personal or test email)
A valid phone number with a real area code — NOTE: invalid phone numbers will cause the client creation step to fail
A real or placeholder property address
Return to Zapier, go to the Trigger step, and click "Find New Records" — your dummy loan should appear
Click "Continue with Selected Record"
Retest the Find Client by Email step — the client should appear in Homebot
Test the Create Home step — the home should now be attached to the client 🎉
Once confirmed, re-add the Filter step (see Step 2 above) with the loan_funded condition
Go to the Create Home step, click the Test tab, and click "Publish"
🥳Your Zap is now live! Every loan that reaches funded status in ARIVE will automatically push the client and their home into Homebot.
IMPORTANT NOTE: After testing, be sure to delete the dummy client and home from your Homebot account.
Troubleshooting
If you receive a "Failed to create home in Homebot" error, the home may already exist for that client in Homebot.