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GOODLEAP INTEGRATION

Automate Financing Document Uploads with Arrivy and GoodLeap

Collect financing-related documents through Arrivy's digital forms and automatically upload them to the corresponding GoodLeap cases. Keep every document associated with the right financing requirement without manual file transfers.

FIELD DOCUMENT COLLECTION

Capture Required Documents Through Arrivy Forms

Collect photos and documents for GoodLeap financing cases through Arrivy’s digital forms. Dedicated upload fields help technicians and customers identify exactly what each requirement needs, reducing back-and-forth with office teams over missing or incorrectly collected documents.

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IELD-DOCUMENT-COLLECTION

GOODLEAP CASE MATCHING

Match Uploaded Files to the Right GoodLeap Cases

Connect Arrivy tasks to their corresponding GoodLeap loans using information from your CRM. Each upload field maps to a specific financing requirement, eliminating the need for office teams to manually identify which document belongs to which GoodLeap case.

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GOODLEAP CASE MATCHING

AUTOMATED FILE TRANSFERS

Automatically Transfer Documents from Arrivy to GoodLeap

Automatically upload attachments to their matching GoodLeap cases when an individual form is completed, or when all required forms are complete and a designated task status is set. This reduces the need for office teams to download files and upload them again into GoodLeap.

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AUTOMATED FILE TRANSFERs

Arrivy and GoodLeap Integration Capabilities

Reduce manual document handling with configurable workflows that connect Arrivy's field documentation to the appropriate GoodLeap financing cases.

Dedicated Upload Fields

Dedicated Upload Fields

Configure dedicated upload fields for GoodLeap case types, helping technicians identify the documents they need to attach.

CRM-Based Loan Mapping

CRM-Based Loan Mapping

Retrieve GoodLeap loan IDs through your connected CRM to link each Arrivy task with its corresponding loan.

Automatic File Uploads

Automatic File Uploads

Automatically send documents from completed Arrivy forms to the correct GoodLeap cases without manual uploads.

Multiple Case Handling

Multiple Case Handling

Process documents for several GoodLeap cases under one loan, matching each attachment to its corresponding case type.

Internal Case Filtering

Internal Case Filtering

Exclude marked internal GoodLeap cases from document transfers so only attachments linked to non-internal cases are uploaded.

Flexible Upload Triggers

Flexible Upload Triggers

Trigger uploads when a form is completed or after all required forms are finished and a designated status is set.

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The leading field service platform for teams to schedule jobs, dispatch, invoice, track performance, and get paid - all in one platform.

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 Danielle Boenisch
Danielle Boenisch
Ambia Solar

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Frequently Asked Questions

Arrivy is a field service and operations management platform designed to plan, dispatch, execute, and track work across field teams, warehouses, and customers. It supports scheduling, routing, digital forms, real-time visibility, customer communication, reporting, and integrations across operational systems.

Arrivy is built to support growth across teams, locations, and job volume. It supports multi-location operations, role-based access controls, high-throughput scheduling, and flexible integrations, allowing organizations to scale without redesigning workflows.

Yes. Arrivy offers 50+ native integrations with CRM, calendar, accounting, and payment systems, along with APIs and webhooks for custom integrations and automation platforms. This keeps operational data synchronized across your existing systems.

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