Richie AI Zapier Integration

How to connect Richie AI system with Zapier seamlessly

Richie AI Zapier Integration

Zapier allows you to seamlessly connect with over 100k applications. Richie AI provides you with a direct Zapier integration.

Simply do the following: 

1) Inside the Richie AI CRM click 'Zapier'

2) Go to Richie AI Dashboard (https://richie.ai/dashboard) and copy the API Key as shown below: 

3) Go to Zapier.com, find "Richie AI 1.0.0" and input the API key found in Step 2

Richie AI direct link to Zapier App: https://zapier.com/developer/public-invite/122858/372f20f606051fd064eda71bfed2e093/

4) Create your zaps based on your business needs. 

Each Zap has the following information:

account_uuid:
client_code:
client_api_key:
legal_structure:
date_started:
business_name:
business_street:
business_apt:
business_address_type:
business_city:
business_state:
business_country:
business_zipcode:
email:
phone:
industry:
business_own:
startup:
seasonal:
accepts_credit_card:
agent_code:
masked_phone:
ein: 
amount_seeking_cents:
sales_cents:
credit_score:
loan_type:
concern:
purpose:
owner_name:
owner_dob:
owner_street:
owner_apt:
owner_city:
owner_state:
owner_country:
owner_zipcode:
owner_ownership:
owner_primary_owner:
owner_ssn:


Tip: to make sure the Zap is firing correctly create a test integration: Richie AI New Application >> Google Sheet 

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@richie | Oct 8, 2024

Merchant Health Screening

Keeping Your Finger on the Pulse: How Merchant Health Checks Can Prevent Financial Crises

Transaction Analysis
@richie | Oct 1, 2024

Transaction Analysis

Mastering Transaction Analysis: The Key to Business Insights and Growth

The Future of Lending: Pre-Underwriting
@richie | Oct 4, 2024

The Future of Lending: Pre-Underwriting

The Future of Lending: How Pre-Underwriting with AI is Changing the Game

Loan Application Processing
@richie | Oct 4, 2024

Loan Application Processing

Streamlining Loan Applications: Richie AI's Impact on Efficiency

Continuous Underwriting
@richie | Oct 4, 2024

Continuous Underwriting

Continuous Underwriting: A New Era of Financial Monitoring with Richie AI

Thanksgiving Promo
@richie | Nov 27, 2024

Thanksgiving Promo

Give Thanks and Grow: Richie AI’s Thanksgiving Deal for MCA Brokers

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