Connect LendingWise and Google Sheets

LendingWise runs loan origination for lenders and brokers. When partners, investors or a branch manager want the pipeline in a spreadsheet, FlowMattic writes LendingWise webhook events into Google Sheets from your WordPress site, adding new loans as rows and updating them as files move from application to closing.

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7 triggers 19 actions 5 example workflows 2 ready-made templates Unlimited runs

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When this happens in LendingWise1 trigger

Do this in Google Sheets19 actions

1. TriggerSetup Webhooks

2. ActionAdd New Row

When LendingWise fires Setup Webhooks, FlowMattic runs Add New Row in Google Sheets with the data from that event.

You build this in the FlowMattic workflow builder on your own site. See the setup steps

LendingWise and Google Sheets workflows you can build

Each one uses only triggers and actions the two integrations ship today, plus FlowMattic's own tools. Where the library has a ready-made template, import it instead of building from scratch.

Ready-made template

Log new LendingWise loan applications

Each new loan file becomes a row with borrower, loan amount and program, so the team sees the week's applications without running a report.

Setup WebhooksAdd New Row

View the template

Update a loan's row when its status changes

Search the sheet by loan number and write the new status into that row, so the pipeline sheet shows where each file stands today rather than when it was opened.

Setup WebhooksLookup Row DataUpdate Row

Sort events into tabs by type

One LendingWise webhook can send several kinds of event. A Router checks the event name and writes applications, status updates and document events to their own tabs.

Setup WebhooksRouterAdd New Row

Keep a closings list for the month

A Filter lets through only loans that reach your closing status, then Date/Time Formatter sets the closing date format so the funded-loans tab totals by month.

Setup WebhooksFilterDate/Time FormatterAdd New Row

Share a partner view without borrower contact details

Referral partners need a loan's stage, not the borrower's phone number. A Filter passes loans with a referral partner, and only loan number, partner and status go to a separate shared spreadsheet.

Setup WebhooksFilterAdd New Row

Set up: new loan applications as rows

At the end, every new LendingWise loan application is added to your Google Sheet as one row.

Prepare the sheet
Add a header row such as Loan number, Borrower, Loan amount, Program, Status, Loan officer and Created.
Connect Google Sheets
Under Connects, add a Google Sheets connection with an account that can edit the pipeline spreadsheet.
Start with Setup Webhooks
Create a workflow with the LendingWise Setup Webhooks trigger, choose the events in LendingWise as its instructions describe, and create a test loan file.
Add New Row
Add Google Sheets Add New Row, map the captured loan fields to your columns, test the step and switch the workflow on.

Import the ready-made template Beginner, about 5 min to set up

From LendingWise	To Google Sheets
Loan number	Loan number
Borrower name	Borrower
Loan amount	Loan amount
Loan program	Program
Loan status	Status
Loan officer	Loan officer

Triggers and actions in this pair

A trigger starts a workflow. An action is something FlowMattic does in the app as a step.

Good to know

LendingWise uses one trigger, Setup Webhooks, for every event you choose. The fields depend on those events, so the mapping above is an example to check against your test data.
Loan files hold personal and financial data. Keep the spreadsheet shared only with people who already have access to the borrower's file.
Status updates need a value to match. Keep the loan number in every row so Lookup Row Data can find the loan.

LendingWise

Integration page

Triggers (1)

Setup WebhooksSetup webhook for specified events.

Google Sheets

Integration page

Triggers (6)

New Spreadsheet RowTrigger when a new row is added to the spreadsheet
New Or Updated Spreadsheet RowTrigger when a row is updated in the spreadsheet
Deleted Spreadsheet RowTrigger when a row is deleted from the spreadsheet
Update Cell DataTrigger when any cell is updated in the spreadsheet
Update Specific Cell DataTrigger when a specific cell is updated in the spreadsheet
Update Specific Column ValueTrigger when a specific column value is updated in the spreadsheet

Actions (19)

Add New RowAdd a new row with mapped data
Update RowUpdate existing row in specific spreadsheet with mapped data
Delete RowDelete row by ID in specific spreadsheet
Clear Row DataClear data or row by ID in specific spreadsheet
Lookup Row DataSearch for data in specific spreadsheet
Get Cell DataGet data for particular cell in specific spreadsheet
Update Cell DataUpdate data for particular cell in specific spreadsheet
Get Row CountGet total number of rows in specific spreadsheet
Get Row DataGet rows data from the sheet based on specified range
Create Spreadsheet ColumnCreate a new column in specific spreadsheet
Create New SheetCreate a new sheet in specific spreadsheet
Import CSV or JSON to Existing SheetImport CSV or JSON data to existing sheet in specific spreadsheet
Copy SheetCopy a sheet to another or within the same spreadsheet
Get RowsRetrieve rows in JSON format for use with Iterator
Export sheet to CSVExport the selected sheet to CSV format and save to WordPress Media Library
Export Sheet to ExcelExport the spreadsheet to Excel (.xlsx) format and save to WordPress Media Library
Export Sheet to PDFExport the spreadsheet to PDF format and save to WordPress Media Library
Export Sheet to OpenDocumentExport the spreadsheet to OpenDocument (.ods) format and save to WordPress Media Library
Export Sheet to TSVExport the selected sheet to TSV format and save to WordPress Media Library

Why run this pair with FlowMattic

LendingWise and Google Sheets connect through FlowMattic on your own site, with no separate automation account in the middle and no charge per run.

Borrower data passes through your server

Loan details travel from LendingWise through your own WordPress site to the sheet, with no third-party automation account holding a copy.

Busy months cost the same

Runs are unlimited, so a month of heavy refinance volume and every status change it brings needs no bigger plan.

One pipeline view for everyone

Processors, loan officers and managers read the same sheet, and partner views can be cut down to only the columns they should see.

Common questions

Which LendingWise events can reach Google Sheets?

The Setup Webhooks trigger covers the events you select in LendingWise's webhook settings. Use a Router or Filter on the event name if one workflow receives several kinds.

Can the sheet show a loan's current status?

Yes. Search the loan number with Lookup Row Data and use Update Row to overwrite the status column. The row then reflects the latest event rather than the first.

Can I keep borrower contact details out of a shared sheet?

Yes. Map only the columns you want. A second Add New Row or Update Row step can write a shorter version to another spreadsheet shared with partners.

Can I archive the pipeline each month?

Yes. Use Export Sheet to Excel or Export Sheet to PDF in a workflow to save a copy of the sheet to your WordPress Media Library.

Did not find your answer? You can browse the help center or ask us directly.

Start automating LendingWise and Google Sheets

Install FlowMattic, connect both accounts and import a template. Every run stays on your own server.

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Reviewed 27 Oct 2026. The example workflows are written with AI from the real triggers and actions of both integrations and checked against them. LendingWise integration 1.0.0, Google Sheets integration 2.2.4.