GOODLEAP INTEGRATION
Automate Financing Document Uploads with Arrivy and GoodLeap
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.
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.
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.
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
Configure dedicated upload fields for GoodLeap case types, helping technicians identify the documents they need to attach.
CRM-Based Loan Mapping
Retrieve GoodLeap loan IDs through your connected CRM to link each Arrivy task with its corresponding loan.
Automatic File Uploads
Automatically send documents from completed Arrivy forms to the correct GoodLeap cases without manual uploads.
Multiple Case Handling
Process documents for several GoodLeap cases under one loan, matching each attachment to its corresponding case type.
Internal Case Filtering
Exclude marked internal GoodLeap cases from document transfers so only attachments linked to non-internal cases are uploaded.
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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