Add a follow-up task in ClickUp for every new LendingWise loan application

Each new loan application LendingWise reports to this workflow becomes a follow-up task in ClickUp, so a loan officer or processor has a clear next step for every borrower who applies.

LendingWise

ClickUp

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2 steps Setup ~5 min Used on 508 sites Productivity Free to import

The Add a follow-up task in ClickUp for every new LendingWise loan application workflow on the FlowMattic canvas, with 2 steps across LendingWise, ClickUp — The workflow as it appears in the builder after import. Each step opens for editing.

What this workflow does

A loan application starts a chain of work: call the borrower, request documents, order an appraisal. LendingWise stores the file, but if your team runs its daily work in ClickUp, a new application can wait unnoticed until someone checks the loan system. This workflow puts a follow-up task in ClickUp for each one.

The LendingWise trigger, Setup Webhooks, delivers the LendingWise events you specify to this workflow. Specify the event for a new loan application and nothing else. The application data then goes to ClickUp, where Create Task adds a new task built from the borrower details you map.

Create Task makes a new task on every run and doesn't check for one from an earlier event. If status or update events also reach this workflow, each change to a loan file adds another task. Keep the webhook to new applications, or filter on the event type after the trigger. Task History shows each run and what ClickUp sent back.

Loan officer calling new applicants

Every application creates a ClickUp task named after the borrower. The officer works down the list each morning and calls each new applicant.

Processing team collecting documents

Processors get a task per application and use ClickUp checklists to track which documents each borrower has sent.

Small lender without a dedicated pipeline tool

A private lender already plans everything in ClickUp. New LendingWise applications show up there next to the rest of the week's work.

How this workflow runs

What happens at each step once the workflow is on, and what you need before you import it.

Step 1Trigger
LendingWise Setup Webhooks
Delivers the LendingWise events you specify to this workflow. Use only the new loan application event, then submit a test application so FlowMattic captures its fields.
Step 2Action
ClickUp Create Task
Adds a follow-up task to ClickUp for the application. Connect your ClickUp account, map the borrower's name and loan details into the task, and check a test run to see where it lands.

What you need

FlowMatticCore
LendingWise AccountAccount
ClickUp AccountAccount

After importing, map your own data. To keep the template universal, not every step is pre-filled. Open each step in the builder and connect your accounts and fields (channels, lists, sheets, recipients) before you switch the workflow on.

Make it yours

Changes worth making after you import it.

If more than one LendingWise event type must use this webhook, add a Filter after the trigger that lets through only the event for a new application.
Name each task with the borrower's name and loan amount so the ClickUp list reads as a queue of applications without opening each task.
Add a Delay before Create Task if you want the task to appear a set time after the application arrives, for example the next morning.

Questions about this workflow

Will a status change on a LendingWise loan file create another ClickUp task?

Only if that event is sent to this workflow. Create Task adds a task on each run, so send only new-application events or filter on the event type.

Which LendingWise details can go into the ClickUp task?

Whatever LendingWise includes in the event. Submit a test application after setup, then map the captured values, such as borrower and amount, into the task.

Do applications received before import get ClickUp tasks?

No. Only LendingWise events sent after the webhook is set up start a run. Create tasks for earlier applications by hand.

Can the ClickUp task include sensitive borrower data?

It includes only what you map. Keep to what the assignee needs to follow up, such as name and contact details, and leave financial data in LendingWise.