Integrate ARIVE using Zapier

This guide will help you set up an integration between ARIVE and Big Purple Dot using Zapier Webhooks. You’ll configure a Zap that either creates a new contact or updates an existing contact in Big Purple Dot whenever a new lead, loan, or application is added or modified in ARIVE.

Here's what you'll need to get started: 

• A Zapier Account with PRO plan 
• ARIVE Zapier Credentials
• Big Purple Dot Admin Account 

What can you do with this integration? 

Once connected, you can use ARIVE's Zapier app to trigger actions in Big Purple Dot when certain events occur in ARIVE. Here’s a breakdown:

• When a new lead is created in ARIVE, create a new contact record in Big Purple Dot
• When a lead is updated in ARIVE, update an existing contact record in Big Purple Dot
• When a loan application is submitted in ARIVE, create or update an existing contact record in Big Purple Dot
• When a new loan is created in ARIVE, create a new contact record or update an existing contact record in Big Purple Dot 
• When a loan status is updated in ARIVE, update an existing contact record in Big Purple Dot
• When a loan date is updated in ARIVE, update an existing contact record in Big Purple Dot
• When a loan tracker is updated in ARIVE, update an existing contact record in Big Purple Dot
• When a loan is archived in ARIVE, update an existing contact record in Big Purple Dot

 

Create or Update a Contact Record in Big Purple Dot

Create a New Zap in Zapier

1. Log in to your Zapier account or create a new one.
2. Once logged in, click on the “Create Zap” button in the top left corner of the Zapier dashboard.

Set ARIVE as the Trigger App

1. In the Trigger section, search for "ARIVE" and select the ARIVE app from the list.
2. Choose Trigger Event: Select the event that will start this workflow, such as "New Loan in ARIVE", "Loan Status Updated in ARIVE", or any of ARIVE's integration options.
3. Connect your ARIVE Account: Log in to ARIVE via Zapier when prompted and authorize Zapier to access your ARIVE account.
4. Once connected, click Continue and test the trigger to ensure it pulls in sample data from ARIVE.

Set Action Webhooks by Zapier

Webhook Action Setup:

• Add a new action step, select Webhooks by Zapier, and choose the POST method.
• Set the Webhook URL: This should be the Big Purple Dot API endpoint for creating a new contact: https://bigpurpledot.com/api/v1/contacts/vendor_create.json
• Set Payload Type: Choose JSON as the format.

Map Data Fields: When mapping data in Zapier, you’ll be presented with two columns in the setup.

• Left Column: This is where you input the field names required by Big Purple Dot’s API.
• Right Column: This is where you map the corresponding dynamic data fields from ARIVE to populate those fields.

• •  

To find the field names you need for Big Purple Dot, go to Settings > CRM > Data Fields and check the CSV headers for reference. If you don’t see a field that matches the data from ARIVE, contact [e-mail] to request adding custom fields to your account.

For creating or updating a contact in Big Purple Dot, at a minimum, the following fields are required:

• api_secret: The API secret provided by Big Purple Dot for authentication.
• api_user: The API user associated with the API key.
• first_name: The contact’s first name.
• phone or email: At least one of these is required to create the contact

  • Note: If the contact does not have a phone number, ensure the email field is populated, and vice versa. You must have at least one of these identifiers (phone or email) to create a valid contact in Big Purple Dot.

Big Purple Dot's create API will automatically update an existing contact if it finds a match based on the phone number or email. This means that if a contact with the same phone or email already exists in your system, the API will update that record instead of creating a new one.

Example Field Mapping: 

Continue and Test: Once all fields are mapped correctly, click Continue to test the trigger and ensure that data is pulled from ARIVE successfully.