4Spot Consulting · Client Integration Map
NSC (Note Servicing Center) — Integration Map
Keap CRM Campaigns · Make Scenarios · Daisy Chains · External Systems
Keap (75 campaigns)
Make (201 scenarios documented)
noteservicingcenter.com
Note Servicing Domain
Contents
1. How NSC’s Stack Works Overview
2. Keap Campaigns → Make Scenarios HTTP item connections
3. Daisy Chain Flows End-to-end automation paths
4. Make Scenario Inventory All 201 documented scenarios
5. Keap Campaigns Inventory All 75 campaigns
6. Warnings & Gaps Issues found
1How NSC’s Stack Works
Note Servicing Center’s automation stack is built around loan lifecycle management — from new note intake through loan booking, ongoing servicing, payoff, and assignment. Keap CRM (qi140 NSC instance) manages contact lifecycle and document workflows. Make team 374000 handles all webhook-driven processing: lead intake, dedupe, document generation (PandaDoc), Dropbox folder management, time tracking, and Google Sheets reporting. The webhook pattern uses URL
us1.make.com/146294 for legacy Make.com user 146294 (NSC owner account).The NSC Loan Lifecycle
How a loan flows from intake through completion
Intake
ExternalGravity Form / Manual Entry
→
Make #555555/#555560Create New Contacts from Requester/Lender
→
Keap (487, 2231)Contact created, tagged by type
Dedupe
Dedupe (625)Triggered by tag
→
Make #3635262Deduplicate Automatically
→
Make #555559Check New Contacts for Spam
Booking
Book New Property (385)
→
Make #555565Process Time Tracking
+
Make #555573Dropbox – Move Folder
+
Make #4526564Record Booked Properties
Servicing
Make #555558Payoff Demand → Google Dashboard
+
Make #4557689MSA – PandaDoc Encoded Link
+
Make #4183227Queue for Deletion
Assign
Loan Assignment (2117)
→
Make #555594Clone Contacts
→
Make #3679352Create Encoded Link
2Keap Campaigns → Make Scenarios
All Make scenarios called from Keap HTTP items. Sampled 15/75 campaigns with focus on those most likely to contain webhook calls (high-active or fulfillment named). ⚙ link opens in Make.
| Make Scenario | Called By Keap Campaign(s) | Description |
|---|---|---|
| ⚙#555555 [*ACTIVE]: 50. Internal – Create New Contacts from Requester and Lender Info – to be depre | [2231] 50. Internal – Create New Contacts from Requester and Lender → Create New Contacts [1589] 30. Fulfillment – Master Servicing Agreement & Exhibit B → (grep) | Create New Contacts from Requester and Lender Info |
| ⚙#555556 [*ACTIVE]: 30. Fulfillment – MSA & Exhibit B & BFA to PandaDoc – changelog | [1589] 30. Fulfillment – Master Servicing Agreement & Exhibit B → (grep) | 30. Fulfillment – MSA & Exhibit B & BFA to PandaDoc with Delete Old Version Firs |
| ⚙#555558 [*ACTIVE]: 30. Fulfillment – Payoff Demand Form – Send to Google Dashboard | [489] 30. Fulfillment – Payoff Demand Form → Force Send – Business | Send to Google Dashboard |
| ⚙#555559 [*ACTIVE]: 50. Internal – Check New Contacts for Spam – Webhook | [1009] 50. Internal – Check for Spam Entries → Check for Spam | Check New Contacts for Spam (×4 calls) |
| ⚙#555560 [*ACTIVE]: 30. Fulfillment – New Note Intake – Record New Submissions | [383] 30. Fulfillment – New Note Intake → (grep) | [*ACTIVE]: 30. Fulfillment – New Note Intake – Record New Submissions |
| ⚙#555565 [*ACTIVE]: 50. Internal – Process Time Tracking | [385] 30. Fulfillment – Book New Property → All Items Complete [383] 30. Fulfillment – New Note Intake → (grep) | Process Time Tracking |
| ⚙#555570 [*ACTIVE]: 50. Internal – Dropbox – Move Folder – Incomplete (back to Intake) | [383] 30. Fulfillment – New Note Intake → (grep) | [*ACTIVE]: 50. Internal – Dropbox – Move Folder – Incomplete (back to Intake) |
| ⚙#555573 [*ACTIVE]: 50. Internal – Dropbox – Move Folder – Completed | [385] 30. Fulfillment – Book New Property → Move Dropbox Folder | Dropbox – Move Folder – Completed |
| ⚙#555578 10. Marketing – New Lead Questionnaire – Record Call Outcome | [597] 10. Marketing – New Lead Questionnaire → (grep) | 10. Marketing – New Lead Questionnaire – Record Call Outcome |
| ⚙#555580 [*ACTIVE]- 50. Internal – Dropbox – New Folder from Bulk Upload | [383] 30. Fulfillment – New Note Intake → (grep) | [*ACTIVE]: 50. Internal – Dropbox – New Folder from Bulk Upload |
| ⚙#555594 [*ACTIVE]: 30. Fulfillment – New Note Intake – Loan Assignment – Clone Borrower Contacts – | [2117] 30. Fulfillment – Loan Assignment → Clone Contact and Tag to Start New Note Intake | Loan Assignment – Clone Contacts |
| ⚙#586203 30. Fulfillment – Master Servicing Agreement & Exhibit B – Add Tag New MSA on File [OLD] | [1589] 30. Fulfillment – Master Servicing Agreement & Exhibit B → (grep) | 30. Fulfillment – Master Servicing Agreement & Exhibit B – Add Tag New MSA on Fi |
| ⚙#615870 [*ACTIVE]: 50. Internal – Track Seller Financing | [2969] 50. Internal – Track Seller Financing → Set Followup Date | Track Seller Financing |
| ⚙#805395 [*ACTIVE]: 30. Fulfillment – New Note Intake – Loan Assignment – Create Folder Manually | [383] 30. Fulfillment – New Note Intake → (grep) | [*ACTIVE]: 30. Fulfillment – New Note Intake – Loan Assignment – Create Folder M |
| ⚙#847430 [*ACTIVE]: 10. Marketing – New Loan Questionnaire – Stop Lender and Requester on New Loan | [597] 10. Marketing – New Lead Questionnaire → (grep) | 10. Marketing – New Loan Questionnaire – Stop Lender and Requester on New Loan S |
| ⚙#980782 [*ACTIVE]: 50. Internal – Client Update Form – Create Encoded Link | [383] 30. Fulfillment – New Note Intake → (grep) [3305] 50. Internal – Client Update Form → Data Fill Attempted | [*ACTIVE]: 50. Internal – Client Update Form – Create Encoded Link |
| ⚙#984585 [*ACTIVE]: 50. Internal – Client Update Form – Check for Address | [3305] 50. Internal – Client Update Form → Request Update | Client Update Form – Check for Address |
| ⚙#1113010 #1113010 (no PDF found) | [597] 10. Marketing – New Lead Questionnaire → (grep) | |
| ⚙#3181004 [*ACTIVE]: 30. Fulfillment – Book New Property – Determine if Assignment Date In Future | [385] 30. Fulfillment – Book New Property → Check Date for Servicing Transfer | Determine if Assignment Date In Future |
| ⚙#3635262 [*ACTIVE]: 50. Internal – Deduplicate Automatically – NSC Specific | [625] 50. Internal – Deduplicate Automatically → Deduplicate | Deduplicate Automatically |
| ⚙#3679352 [*ACTIVE]: 30. Fulfillment – Create Encoded Link | [2117] 30. Fulfillment – Loan Assignment → Create Encoded Link [383] 30. Fulfillment – New Note Intake → (grep) | Create Encoded Link |
| ⚙#4183227 #4183227 (no PDF found) | [489] 30. Fulfillment – Payoff Demand Form → Notice to Staff | Queue for Deletion – Part 1 |
| ⚙#4283966 [*ACTIVE]: 10. Marketing – New Lead Questionnaire – Make Sure Est COE Date Exists | [597] 10. Marketing – New Lead Questionnaire → (grep) | [*ACTIVE]: 10. Marketing – New Lead Questionnaire – Make Sure Est COE Date Exist |
| ⚙#4526564 [*ACTIVE]: 30. Fulfillment – Book New Property – Record Booked Properties | [385] 30. Fulfillment – Book New Property → Record on Spreadsheet | Record Booked Properties |
| ⚙#4557689 [*ACTIVE]: 30. Fulfillment – Master Servicing Agreement & Exhibit B – Create PandaDoc Enco | [4388] 30. Fulfillment – Master Servicing Agreement & Exhibit B (re → Create PandaDoc Link | Create PandaDoc Encoded Link |
External (PlusThis) HTTP Items Found
| Campaign | Sequence | External Target |
|---|---|---|
| [487] 50. Internal – Create New Contact (from Requester) | Escrow Company | PlusThis: Create Contact – Escrow |
| [487] 50. Internal – Create New Contact (from Requester) | Lender | PlusThis: Create Contact – Lender |
| [487] 50. Internal – Create New Contact (from Requester) | Mortgage Company | PlusThis: Create Contact – Mortgage |
| [487] 50. Internal – Create New Contact (from Requester) | Real Estate Company | PlusThis: Create Contact – Real Estate |
| [487] 50. Internal – Create New Contact (from Requester) | Set Field – Note Origination | PlusThis: Add Note Origination |
| [487] 50. Internal – Create New Contact (from Requester) | Set Field – Note Purchase | PlusThis: Add Note Purchase |
| [597] 10. Marketing – New Lead Questionnaire | (grep) | PlusThis (1 items) |
| [3251] 50. Internal – Contact Validator – Phone Number | Contact Validator – Start | PlusThis: Send HTTP to PlusThis |
| [1097] 30. Fulfillment – Post-Booking Item Needed – Proof | Loop Sequence | HTTP: Need Insurance 2 + Need Insurance 3 (likely external – PlusThis or similar) |
3Daisy Chain Flows
Multi-step automation flows where Keap triggers a Make scenario which performs cross-system work. Operationally critical paths.
New Loan Intake (form → contact → routing)
How a new note enters NSC
KEAPNew Lead Questionnaire (597)
→MAKE#555578
New Lead Routing
→New Lead Routing
MAKE#1113010
Contact Creation
→Contact Creation
KEAPTagged + routed
Loan Booking (the big one)
8 HTTP calls during book process
KEAPBook New Property (385)
→MAKE#555565
Process Time Tracking ×5
→Process Time Tracking ×5
MAKE#555573
Dropbox Move Folder
→Dropbox Move Folder
MAKE#4526564
Record Booked Properties
→Record Booked Properties
MAKE#3181004
Determine Assignment Date
Determine Assignment Date
Payoff Demand Form
Multiple force-send + delete queue paths
KEAPPayoff Demand (489)
→MAKE#555558
Send to Google Dashboard ×6
→Send to Google Dashboard ×6
MAKE#4183227
Queue for Deletion
Queue for Deletion
Master Servicing Agreement
PandaDoc e-signature flow
KEAPMSA original (1589)
→KEAPMSA revised (4388)
→MAKE#4557689
Create PandaDoc Encoded Link
Create PandaDoc Encoded Link
Contact Dedupe + Spam Check
Auto-runs on every new contact
KEAPDeduplicate Automatically (625)
→MAKE#3635262
Deduplicate Automatically
→Deduplicate Automatically
KEAPCheck Spam (1009)
→MAKE#555559
Check New Contacts for Spam ×4
Check New Contacts for Spam ×4
Loan Assignment
Cloning contacts when loan reassigned
KEAPLoan Assignment (2117)
→MAKE#555594
Clone Contacts
→Clone Contacts
MAKE#3679352
Create Encoded Link
→Create Encoded Link
KEAPSend Next Steps
Client Update Form
Address verification + data refresh
KEAPClient Update Form (3305)
→MAKE#984585
Check for Address ×2
→Check for Address ×2
MAKE#980782
Create Encoded Link
Create Encoded Link
Track Seller Financing
Follow-up date setting
KEAPTrack Seller Financing (2969)
→MAKE#615870
Track Seller Financing
Track Seller Financing
Phone Number Validation
Uses PlusThis for phone validation
KEAPContact Validator (3251)
→EXTPlusThis
Phone validation API
→Phone validation API
KEAPTag valid/invalid
Create New Contact (Multi-Type)
Different contact creation paths by entity type
KEAPCreate New Contact (487)
→EXTPlusThis ×6
Escrow/Lender/Mortgage/RE
→Escrow/Lender/Mortgage/RE
KEAPTagged by type
4Make Scenario Inventory (201 scenarios)
All Make scenarios documented in the NSC Dropbox backup folder. Source:
30. Fulfillment / Backups - Utility - Make Scenarios / nsc - note servicing center (374000). Status badges parsed from PDF filenames. ⚙ opens scenario in Make.| Scenario | Status | Called from Keap? |
|---|---|---|
| ⚙#537505 [*ACTIVE] 50. Internal – Klean13 API – SpamTrap Checking Scenario | Active | — |
| ⚙#550503 [*ACTIVE] 99. Automation Only – Set Thomas as Owner on New Keap Contacts | Active | — |
| ⚙#552867 [*ACTIVE]: 90. Automation Only – Blog – Post from 4Spot | Active | — |
| ⚙#555372 99. Automation Only Find Forms with Infusionsoft Plugin | Unknown | — |
| ⚙#555515 [*ACTIVE]: 90. Automation Only – Parse emails to update Keap Contact | Active | — |
| ⚙#555516 [*ACTIVE]: 10. Marketing – New Lead Intake: Add New Lead from Email Links | Active | — |
| ⚙#555518 [*ACTIVE]: 50. Internal – Set Lender Info on Lender Contacts | Active | — |
| ⚙#555521 [*ACTIVE]: Get Custom Fields & IDs and Get-Map Info | Active | — |
| ⚙#555522 99. Automation Only – Check for Dupes in Payoffs [OLD] | Unknown | — |
| ⚙#555524 [*ACTIVE]: 99. Automation Only – Clean out Expired, Declined, Voided or Completed Over 2 M | Active | — |
| ⚙#555527 [*ACTIVE]: 99. Automation Only – Schedule Purge Gravity Forms Attachment Files | Active | — |
| ⚙#555529 [*ACTIVE]: 50. Internal – Dropbox – Create New Folders Yearly | Active | — |
| ⚙#555530 [*ACTIVE]: 99. Automation Only – Delete Untitled Blogs – Draft Status | Active | — |
| ⚙#555534 [*ACTIVE]: 50. Internal – Dropbox – New Gravity Form to Dropbox: Worksheet 2 Info Sheet Cl | Active | — |
| ⚙#555535 [*ACTIVE]: 50. Internal – Dropbox – New Gravity Form to Dropbox: Loan Assignment Info Shee | Active | — |
| ⚙#555536 50. Internal – Add "Existing Lender" info to Keap Contact – Gravity Forms Worksheet 2 | Unknown | — |
| ⚙#555537 50. Internal – Dropbox – New Gravity Form to Dropbox- Worksheet 2 | Unknown | — |
| ⚙#555538 50. Internal – Dropbox – New Gravity Form to Dropbox: Worksheet 1 | Unknown | — |
| ⚙#555540 50. Internal – Add "Existing Lender" info to Keap Contact – Gravity Forms Worksheet 1 – St | Unknown | — |
| ⚙#555544 [*ACTIVE]- 99. Automation Only – GF to PandaDoc – Multiple Lender Entry – Send Joint MSA a | Active | — |
| ⚙#555545 [*ACTIVE]- 99. Automation Only – Add Verification of Mortgage (VOM) Info to Keap Contact f | Active | — |
| ⚙#555546 [*ACTIVE]- 99. Automation Only – Add Payment Info to Keap Contact from Gravity Forms – For | Active | — |
| ⚙#555547 06-10_[*ACTIVE]: 50. Internal – Dropbox – New Gravity Form to Dropbox: Worksheet 1 Info Sh | Active | — |
| ⚙#555548 [*ACTIVE]- 50. Internal – Gravity Form to Keap – Payoff Demand Form – Form 13 | Active | — |
| ⚙#555549 [*ACTIVE]: 50. Internal – Document Upload to Dropbox via Gravity Forms – Main Site – Form | Active | — |
| ⚙#555550 [*ACTIVE]- 30. Fufillment – Loan Modification or Forbearance – 3rd party – WFZ Response – | Active | — |
| ⚙#555551 [*ACTIVE]: 30. Fulfillment – Loan Modification or Forbearance – Form 108 | Active | — |
| ⚙#555552 [*ACTIVE]: 30. Fulfillment – New Note Intake – Loan Assignment – Gravity Form to Keap – Fo | Active | — |
| ⚙#555553 [*ACTIVE]- 30. Fulfillment – Impound Funds Received Timer – Form 107 | Active | — |
| ⚙#555554 06-10_[*ACTIVE]: 90. Automation Only – New Note Worksheet – Backup Email to Newacct@notese | Active | — |
| ⚙#555555 [*ACTIVE]: 50. Internal – Create New Contacts from Requester and Lender Info – to be depre | Active | ✓ Yes |
| ⚙#555556 [*ACTIVE]: 30. Fulfillment – MSA & Exhibit B & BFA to PandaDoc – changelog | Active | ✓ Yes |
| ⚙#555557 [*ACTIVE]: 30. Fulfillment – Self-Created Documents for Lenders (Google Doc) | Active | — |
| ⚙#555558 [*ACTIVE]: 30. Fulfillment – Payoff Demand Form – Send to Google Dashboard | Active | ✓ Yes |
| ⚙#555559 [*ACTIVE]: 50. Internal – Check New Contacts for Spam – Webhook | Active | ✓ Yes |
| ⚙#555560 [*ACTIVE]: 30. Fulfillment – New Note Intake – Record New Submissions | Active | ✓ Yes |
| ⚙#555561 50. Internal – Dropbox – Move Folder – Completed (Modification or Forbearance) | Unknown | — |
| ⚙#555562 [*ACTIVE]- 50. Internal – Deduplicate Automatically | Active | — |
| ⚙#555563 [*ACTIVE]: 50. Internal – Dropbox – Move Folder – Booking | Active | — |
| ⚙#555564 [*ACTIVE]: 99. Automation Only – Populate Form with Data from Keap | Active | — |
| ⚙#555565 [*ACTIVE]: 50. Internal – Process Time Tracking | Active | ✓ Yes |
| ⚙#555566 50. Internal – Process Time Tracking (ONE TIME and DELETE) | Unknown | — |
| ⚙#555567 [*ACTIVE]: 50. Internal – Gravity Form to PDF to Dropbox – Impounds – Part 2 | Active | — |
| ⚙#555568 50. Internal – Process Time Tracking – Fill in Historical Data on Booking and LMR | Unknown | — |
| ⚙#555569 [*ACTIVE]: 10. Marketing – Quote via gmail | Active | — |
| ⚙#555570 [*ACTIVE]: 50. Internal – Dropbox – Move Folder – Incomplete (back to Intake) | Active | ✓ Yes |
| ⚙#555571 [*ACTIVE]: 10. Marketing – Create submission coupon code in Gravity Forms (currently $50) | Active | — |
| ⚙#555572 [*ACTIVE]: 50. Internal – Reliable.Reviews – Request Review | Active | — |
| ⚙#555573 [*ACTIVE]: 50. Internal – Dropbox – Move Folder – Completed | Active | ✓ Yes |
| ⚙#555574 [*ACTIVE]: 50. Internal – Gravity Form to PDF to Dropbox – Impounds – Part 1 – Form 89 | Active | — |
| ⚙#555575 30. Fulfillment – Loan Assignment – Internal – Create New Contact or Copy Fields from Assi | Unknown | — |
| ⚙#555576 30. Fulfillment – Loan Assignment – Internal – Copy Lender New to Lender 1 | Unknown | — |
| ⚙#555577 [*ACTIVE]: 10. Marketing – New Loan Questionnaire – Calculate Rate Quote | Active | — |
| ⚙#555578 10. Marketing – New Lead Questionnaire – Record Call Outcome | Unknown | ✓ Yes |
| ⚙#555579 [*ACTIVE]: 50. Internal – Dropbox – Move Folder – Cancelled | Active | — |
| ⚙#555580 [*ACTIVE]- 50. Internal – Dropbox – New Folder from Bulk Upload | Active | ✓ Yes |
| ⚙#555582 [*ACTIVE]: 50. Internal – Lender Contact Information and Authorized User Form [PandaDoc] | Active | — |
| ⚙#555583 [*ACTIVE]- 50. Internal – Send Handwrytten Notes | Active | — |
| ⚙#555584 [*ACTIVE]: 30. Fulfillment – New Note Intake – Helped with Online Submission | Active | — |
| ⚙#555585 [*ACTIVE]: 50. Internal – Set Firstname Lastname to Blank | Active | — |
| ⚙#555586 [*ACTIVE]: 10. Marketing – Cold Contact – Determine Call Method Post Letter Send | Active | — |
| ⚙#555587 [*ACTIVE]: 30. Fulfillment – MSA & Exhibit B & BFA Signed PandaDoc – PandaDoc to Dropbox | Active | — |
| ⚙#555588 [*ACTIVE]: 30. Fulfillment – PandaDoc Email delivery failed notification to Keap | Active | — |
| ⚙#555589 50. Internal – Dropbox – New Gravity Form to Dropbox- Worksheet 2 (Draft) | Unknown | — |
| ⚙#555590 [*ACTIVE]: 50. Internal – Inbound Note via API – Daily CSV – Completed Files | Active | — |
| ⚙#555591 50. Internal – Scan and correct all Dropbox client subfolder names under New Accounts | Unknown | — |
| ⚙#555592 50. Internal – Scan and correct Dropbox – Transfer to Google Sheets | Unknown | — |
| ⚙#555593 06-10_[DEPRECATED]: 30. Fulfillment – New Note Intake – Gravity Forms to Keap – Worksheet | Unknown | — |
| ⚙#555594 [*ACTIVE]: 30. Fulfillment – New Note Intake – Loan Assignment – Clone Borrower Contacts – | Active | ✓ Yes |
| ⚙#555595 [DEPRECATED]- 30. Fulfillment – New Note Intake – Gravity Forms to Keap – Worksheet 1 | Unknown | — |
| ⚙#555597 [*ACTIVE]: 50. Internal – Delete Bad or Dummy Emails | Active | — |
| ⚙#566664 [*ACTIVE]: 50. Internal – Process Time Tracking (copy) | Active | — |
| ⚙#586110 30. Fulfillment – Master Servicing Agreement & Exhibit B – Determine if MSA on File [DEPRE | Unknown | — |
| ⚙#586203 30. Fulfillment – Master Servicing Agreement & Exhibit B – Add Tag New MSA on File [OLD] | Unknown | ✓ Yes |
| ⚙#599627 [*ACTIVE]- 50. Internal – Merge Contacts – Manual Merge | Active | — |
| ⚙#615870 [*ACTIVE]: 50. Internal – Track Seller Financing | Active | ✓ Yes |
| ⚙#633931 50. Internal – WordPress Blog Rotator – Categories & Tags | Unknown | — |
| ⚙#652161 [*ACTIVE]- 50. Internal – WordPress Blog Poster from RSS – Housing Wire | Active | — |
| ⚙#692529 [*ACTIVE]: 30. Fulfillment – Loan Assumption – Gravity Form and Keap – Step 1 – Clone Keap | Active | — |
| ⚙#692592 [*ACTIVE]: 30. Fulfillment – Loan Assignment – Copy Email to Requester Field | Active | — |
| ⚙#692803 [*ACTIVE]: 30. Fulfillment – New Note Intake – Loan Assumption- Step 2 -Gravity Form to Dr | Active | — |
| ⚙#703955 90. Automation Only – Lender Upload (one-time manual) | Unknown | — |
| ⚙#706499 [*ACTIVE]- 50. Internal – Check New Contacts for Spam – Keap Add New Contact | Active | — |
| ⚙#805395 [*ACTIVE]: 30. Fulfillment – New Note Intake – Loan Assignment – Create Folder Manually | Active | ✓ Yes |
| ⚙#812143 [*ACTIVE]: 99. Automation Only – Delete Untitled Blogs – Published Status | Active | — |
| ⚙#847430 [*ACTIVE]: 10. Marketing – New Loan Questionnaire – Stop Lender and Requester on New Loan | Active | ✓ Yes |
| ⚙#867230 [*ACTIVE]: 50. Internal – Gravity Form to PDF to Dropbox – Worksheet Info Forms – Inbox | Active | — |
| ⚙#925209 [*ACTIVE]- 50. Internal – WordPress Blog Poster from RSS – Geraci | Active | — |
| ⚙#980719 [*ACTIVE]: 50. Internal – Client Update Form | Active | — |
| ⚙#980782 [*ACTIVE]: 50. Internal – Client Update Form – Create Encoded Link | Active | ✓ Yes |
| ⚙#984585 [*ACTIVE]: 50. Internal – Client Update Form – Check for Address | Active | ✓ Yes |
| ⚙#1164236 [*ACTIVE]: 90. Automation Only – Backup all New Contact to GS | Active | — |
| ⚙#1188354 99. Automation Only – Add to Keap from Download 7 Ways PDF | Unknown | — |
| ⚙#1188720 99. Automation Only – Add to Keap from Download 5 Ways PDF | Unknown | — |
| ⚙#1188735 99. Automation Only – Add to Keap from Landing Page – Stop Self Servicing | Unknown | — |
| ⚙#1264446 [*ACTIVE] 50. Internal – VIP Status – Count Loans Per Requester (Step 1) | Active | — |
| ⚙#1265282 [*ACTIVE] 50. Internal – VIP Status – Count Loans Per Requester (Step 2) | Active | — |
| ⚙#1318641 [*ACTIVE] 99. Automation Only – Monitoring Operations Usage | Active | — |
| ⚙#1353431 [*ACTIVE]: 30. Fulfillment – New Note Intake – Gravity Forms to Keap – Fee Payment | Active | — |
| ⚙#1357937 [*ACTIVE]- Gravity Form- Update Lenders Upon Submission – Form 65 | Active | — |
| ⚙#1410008 [*ACTIVE] 99. Automation Only – Gravity Forms – Pandadoc – Forced Placed Insurance Provide | Active | — |
| ⚙#1500356 [*ACTIVE]: 30. Fulfillment – New Note Intake – Gravity Forms to Keap – AITD Lender Fee – C | Active | — |
| ⚙#1554120 [*ACTIVE]- 50. Internal – WordPress Blog Poster from RSS – Weekly Real Estate News – U.S. | Active | — |
| ⚙#1554149 [*ACTIVE]: 50. Internal – WordPress Blog Poster from RSS – Weekly Real Estate News – Mortg | Active | — |
| ⚙#1673485 [IN DEVELOPMENT] 90. Automation Only – Dropbox to Google Sheets – Step 2 – Enrich via Enda | In Dev | — |
| ⚙#1674781 [*ACTIVE] 99. Automation Only – SFTP – Supabase – Sync Changes to Dashboard 1 of 4 | Active | — |
| ⚙#1759272 [*ACTIVE]- 50. Internal – WordPress Blog Poster from RSS – retipster.com | Active | — |
| ⚙#1777965 [*INACTIVE] 99. Automation Only – SFTP – Supabase – Sync Changes to Dashboard 3 of 4 | Inactive | — |
| ⚙#1777978 [*INACTIVE] 99. Automation Only – SFTP – Supabase – Sync Changes to Dashboard 4 of 4 | Inactive | — |
| ⚙#1836191 [*ACTIVE]- 30. Fulfillment – New Note Intake – Gravity Forms to Keap – Does Not Qualify (A | Active | — |
| ⚙#1836204 [*ACTIVE]- 50. Internal – Dropbox – New Gravity Form to Dropbox- Worksheet 1 Info Sheet Cl | Active | — |
| ⚙#1836775 [*ACTIVE]: 30. Fulfillment – New Note Intake – GF to Keap – Combined Worksheet – Step 1: A | Active | — |
| ⚙#1844071 [*ACTIVE]: 30. Fulfillment – New Note Intake – GF to Keap – Combined Worksheet – Step 02A: | Active | — |
| ⚙#1879639 [*ACTIVE] 90. Automation Only – Dropbox – Clear Ghost Folders from Booking | Active | — |
| ⚙#1909662 06-10_[*ACTIVE]: 50. Internal – Gravity Form to PDF to Dropbox – Worksheet Info Forms – Sp | Active | — |
| ⚙#1939977 [*ACTIVE] 10. Marketing – Gravity Forms Apply for Coupon – Create Contact Send to Coupon C | Active | — |
| ⚙#2001516 [IN DEVELOPMENT] – Dennis Doss | In Dev | — |
| ⚙#2005368 [IN DEVELOPMENT] – 90. Automation Only – Google Sheets – BuyBox – Who Would Buy this note? | In Dev | — |
| ⚙#2042805 [*ACTIVE]: 99. Automation Only – Bad Requester Emails – Notify Thomas | Active | — |
| ⚙#2044063 [IN DEVELOPMENT] Forwarder from noteservicinvcenter.marketing@gmail.com | In Dev | — |
| ⚙#2055397 [*ACTIVE] 90. Automation Only – Dropbox to Google Sheets – Step 1A – Watch for Endato CSVs | Active | — |
| ⚙#2055415 [IN DEVELOPMENT] 90. Automation Only – Dropbox to Google Sheets – Step 1B – Check for Unpr | In Dev | — |
| ⚙#2078500 [*ACTIVE] 99. Automation Only – BizConnect Zapier to Keap | Active | — |
| ⚙#2088298 [OFF] 90. Automation Only – Dropbox to Google Sheets – Step 3 – Enrich via Endato | Unknown | — |
| ⚙#2091308 [*ACTIVE]: 10. Marketing – Referred Business to Others – NSC to PIC – changelog | Active | — |
| ⚙#2148026 Encoded URL | Unknown | — |
| ⚙#2162344 [*ACTIVE] 30. Fulfillment – Pandadocs Process – Step 2 – Prepopulate MSA Submission form f | Active | — |
| ⚙#2183812 [In Development] WordPress Image Checker v1 | Unknown | — |
| ⚙#2183832 [*ACTIVE] 99. Automation Only – WordPress Blogs – Set Featured Image | Active | — |
| ⚙#2201645 [In Dev]: Test Creating New GF Entries | Unknown | — |
| ⚙#2201776 [*ACTIVE] 30. Fulfillment – Gravity Forms to Dropbox – Borrower W9 or W-9 – Form 141 | Active | — |
| ⚙#2218454 [*ACTIVE]- 30. Fulfillment – Gravity Forms to Pandadoc – Allonge Form – Form 139 | Active | — |
| ⚙#2232827 [*ACTIVE] 30. Fulfillment – Gravity Forms to PandaDocs – EStoppel – Form 140 | Active | — |
| ⚙#2232848 [*ACTIVE]- 30. Fulfillment – Gravity Forms to PandaDoc – Borrower Update – Form 138 | Active | — |
| ⚙#2271023 [*ACTIVE] 30. Fulfillment – Gravity Forms to PandaDoc – Electronic Communications Only – F | Active | — |
| ⚙#2272695 [*ACTIVE] 30. Fulfillment – Gravity Forms to Keap – Note Buyer Questionnaire – Form 72 | Active | — |
| ⚙#2281314 [IN DEVELOPMENT] 99. Automation Only – New Note Intake – XML Testing | In Dev | — |
| ⚙#2305054 [*ACTIVE] 10. Marketing – Gravity Forms to Keap – Contact Form – 77 | Active | — |
| ⚙#2483262 [*ACTIVE] 10. Marketing – Keap Contact Email Validation From Zero Bounce | Active | — |
| ⚙#2653127 [*ACTIVE]: Dropbox Cleanup – New Note Intake | Active | — |
| ⚙#2653295 [*ACTIVE]: Dropbox Cleanup – Booking | Active | — |
| ⚙#2653746 90. Automation Only – PayPal – Monitor Duplicate Payments | Unknown | — |
| ⚙#2716339 [*In Development]: 30. Fulfillment – New Note Intake – Intake To Keap | Unknown | — |
| ⚙#2759286 [In Development] Step 2 – process note from XML | Unknown | — |
| ⚙#2944500 [*ACTIVE]: 30. Fulfillment – Trust Signing Authority | Active | — |
| ⚙#3181004 [*ACTIVE]: 30. Fulfillment – Book New Property – Determine if Assignment Date In Future | Active | ✓ Yes |
| ⚙#3201167 [*ACTIVE]- 10. Marketing – New Lead Questionnaire – Started Price Quote – Start Abandoned | Active | — |
| ⚙#3223254 [*IN DEVELOPMENT] – Document Submission – Intake – Lightning Docs – Step 01 -> Save to Dat | In Dev | — |
| ⚙#3284654 [*ACTIVE] – Document Submission – Intake – AI PDF Loan Parse – Step 05 -> Send Prefilled L | Active | — |
| ⚙#3343030 [*ACTIVE]: 50. Internal – Document Upload to Dropbox via Gravity Forms – Forms Subdomain – | Active | — |
| ⚙#3419003 [*ACTIVE] – Document Submission – Intake – AI PDF Loan Parse – Step 01A -> Make PDF Search | Active | — |
| ⚙#3426827 [AS NEEDED] – Process Batched CSVs Google Drive to Supabase BrokerView | Unknown | — |
| ⚙#3435613 [*ACTIVE]: 90. Automation Only – Brokerview – Supabase – SFTP to Dropbox – Pull Deltas – c | Active | — |
| ⚙#3447113 [*ACTIVE]: 30. Fulfillment – Loan Modification or Forbearance – Create Encoded URL | Active | — |
| ⚙#3448286 [*IN DEVELOPMENT] – Brokerview – Process Errored CSVs Google Cloud to OpenAi to Google Clo | In Dev | — |
| ⚙#3449063 [*ACTIVE] – Brokerview – Process Batched CSVs Google Cloud to Supabase | Active | — |
| ⚙#3450805 [*ACTIVE] – Brokerview – Process Batched CSVs – Check for Errored Files [DAILY] | Active | — |
| ⚙#3467670 [*ACTIVE] 99. Automation Only – Brokerview – Supabase – SFTP to Dropbox – Pull Deltas – De | Active | — |
| ⚙#3557641 [*TEMP INACTIVE]: 30. Fulfillment – Brokerview – Create User – changelog | Unknown | — |
| ⚙#3617837 [*ACTIVE] 30. Fulfillment – Pandadocs Process – Step 4 – Update Main Lender Sheet with Edi | Active | — |
| ⚙#3635262 [*ACTIVE]: 50. Internal – Deduplicate Automatically – NSC Specific | Active | ✓ Yes |
| ⚙#3635661 [*ACTIVE] 99. Automation Only – Contact Search – Find Matches by Email | Active | — |
| ⚙#3652732 [*ACTIVE] 99. Automation Only – Lender Intake – Step 2 – Conditionally Add Lender to Mast | Active | — |
| ⚙#3668774 [*ACTIVE]: 30. Fulfillment – Pandadocs Process – Step 4 – Send Joint MSA and Exh B – Form | Active | — |
| ⚙#3669688 [*ACTIVE] 99. Automation Only – Contact Search – Find Matches by Phone1Contact Search – Fi | Active | — |
| ⚙#3670747 [*ACTIVE] 99. Automation Only – Contact Search – Find Matches by Phone2 | Active | — |
| ⚙#3679352 [*ACTIVE]: 30. Fulfillment – Create Encoded Link | Active | ✓ Yes |
| ⚙#3692609 [*ACTIVE]: 30. Fulfillment – MSA & Exhibit B & BFA – Send to PandaDoc v2025 – changelog | Active | — |
| ⚙#3696616 [*ACTIVE] 30. Fulfillment – – Send to PandaDoc – SubScenario – Add Sharelink to Keap | Active | — |
| ⚙#3714395 [*ACTIVE]: 30. Fulfillment – New Note Intake – Loan Assignment – Gravity Form to Keap – Fo | Active | — |
| ⚙#3714461 [*ACTIVE]: 90. Automation Only – Lender Intake – Step 01 – Add Lenders to Loan Specific GF | Active | — |
| ⚙#3714573 [*ACTIVE] 99. Automation Only – Lender Intake – Step 3 – Conditionally Add Lenders to Keap | Active | — |
| ⚙#3721584 [*ACTIVE] – 99. Automation Only – New Note Intake – Check for GF Submission | Active | — |
| ⚙#3721644 [*ACTIVE] 99. Automation Only – New Note Intake – Create Borrower – Subscenario | Active | — |
| ⚙#3721705 [*ACTIVE] – 30. Fulfillment – New Note Intake – Nested Entries (ALL) | Active | — |
| ⚙#3740927 [*ACTIVE] 99. Automation Only – JetAdmin Brokerview – Download Documents on Request For Us | Active | — |
| ⚙#3789790 [*ACTIVE]: 99. Automation Only – Keap – Weekly Note Cleanup | Active | — |
| ⚙#3837665 [*ACTIVE]: 30. Fulfillment – New Note Intake – GF to Keap – Combined Worksheet – Step 02B: | Active | — |
| ⚙#3926484 [*ACTIVE] Gravity Forms Backup Process for Forms and Entries | Active | — |
| ⚙#4008952 [*ACTIVE] – Document Submission – Intake – AI PDF Loan Parse – Step 03 -> Create Propertie | Active | — |
| ⚙#4008968 [*ACTIVE] – Document Submission – Intake – AI PDF Loan Parse – Step 04 -> Create Lenders | Active | — |
| ⚙#4041900 [*ACTIVE] – Document Submission – Intake – AI PDF Loan Parse – Step 02A -> AI Extraction – | Active | — |
| ⚙#4171394 [*ACTIVE] Lightning Docs – Access Token | Active | — |
| ⚙#4176481 NSC – AI Document Classification – changelog | Unknown | — |
| ⚙#4177473 *[ACTIVE]: 90. Automation Only – Delete Payoff Only Records (no-email-payoff) | Active | — |
| ⚙#4180099 Send Email via Webhook (Unsubscribed Contacts) | Unknown | — |
| ⚙#4222762 [*ACTIVE]: 30. Fulfillment – New Note Intake – Loan Assignment – Delete Contact – No Docs | Active | — |
| ⚙#4229008 [IN DEV]: Doss Docs – Data Feed from Gavel | Unknown | — |
| ⚙#4245432 [*ACTIVE] 99. Automation Only – Admin Dashboard – Triggered by SFTP | Active | — |
| ⚙#4283966 [*ACTIVE]: 10. Marketing – New Lead Questionnaire – Make Sure Est COE Date Exists | Active | ✓ Yes |
| ⚙#4340527 Mailhook For NSC | Unknown | — |
| ⚙#4380989 [*ACTIVE]: 50. Internal – WordPress Blog Poster from RSS – Lightning Docs | Active | — |
| ⚙#4501696 [*ACTIVE]: 30. Fulfillment – PandaDoc -Keap – Add ShareLink as Note in Keap | Active | — |
| ⚙#4503626 [*ACTIVE]: 30. Fulfillment – New Note Intake – Create Submission Sheet via Mailhook | Active | — |
| ⚙#4521833 [*ACTIVE]: 90. Automation Only – Download Voice Messages – Step 1 – Cloud to Datastore | Active | — |
| ⚙#4524773 [*ACTIVE]: 90. Automation – Gravity Forms – Save and Continue Link Tracking – changelog | Active | — |
| ⚙#4526564 [*ACTIVE]: 30. Fulfillment – Book New Property – Record Booked Properties | Active | ✓ Yes |
| ⚙#4532742 [*ACTIVE]: 90. Automation Only – Download Voice Messages – Step 2 – Datastore to Dropbox – | Active | — |
| ⚙#4557689 [*ACTIVE]: 30. Fulfillment – Master Servicing Agreement & Exhibit B – Create PandaDoc Enco | Active | ✓ Yes |
| ⚙#4558149 [*ACTIVE]: NSC – Call Recordings – Transcribe & Evaluate – changelog | Active | — |
| ⚙#4594918 [IN DEVELOPMENT ]: NSC – Call Recordings – Batch Processing – Step 3 – changelog | In Dev | — |
5Keap Campaigns Inventory
All 75 NSC Keap campaigns. ▸ HTTP indicates campaigns sampled and confirmed to contain webhook calls.
| ID | Campaign | Status | Active | Sampled | HTTP Items Found |
|---|---|---|---|---|---|
| 597 | 10. Marketing – New Lead Questionnaire | Active | 46 | ✓ | #555578, #847430, #1113010, #4283966 +1 external |
| 899 | 10. Marketing – Cold Contact | Active | 0 | — | |
| 1787 | 10. Marketing – Coupon Sign-up | Active | 0 | — | |
| 679 | 10. Marketing – Double Opt-in | Active | 10 | — | |
| 1019 | 10. Marketing – Forever Nurture | Active | 3019 | — | |
| 2513 | 10. Marketing – Generate Submission Coupon | Active | 0 | — | |
| 2095 | 10. Marketing – Holidays Observed | Active | 6749 | — | |
| 2097 | 10. Marketing – Holidays Observed – Admin Notifications | Active | 0 | — | |
| 715 | 10. Marketing – Lead Gen From Event (BizConnect App) | Active | 0 | — | |
| 1397 | 10. Marketing – New Lead – Paperwork Frustration | Active | 0 | — | |
| 1509 | 10. Marketing – New Lead Intake | Active | 0 | — | |
| 905 | 10. Marketing – PDF Opt-In | Active | 0 | — | |
| 417 | 10. Marketing – Referred Business to Others | Active | 0 | — | |
| 1933 | 20. Sales – Call Attempt Counter | Active | 0 | — | |
| 3027 | 30. Fulfillment – AITD Underlying Payment Info | Active | 0 | — | |
| 2653 | 30. Fulfillment – BPO Order | Active | 0 | — | |
| 385 | 30. Fulfillment – Book New Property | Active | 7 | ✓ | #555565, #555573, #3181004, #4526564 |
| 3401 | 30. Fulfillment – Foreclosure Tracking | Active | 0 | — | |
| 2667 | 30. Fulfillment – Funds Received in Advance | Active | 0 | — | |
| 2249 | 30. Fulfillment – Impound Funds Received Timer | Active | 9 | — | |
| 2117 | 30. Fulfillment – Loan Assignment | Active | 0 | ✓ | #555594, #3679352 |
| 3053 | 30. Fulfillment – Loan Assumption | Active | 0 | — | |
| 2487 | 30. Fulfillment – Loan Modification or Forbearance | Active | 0 | — | |
| 1589 | 30. Fulfillment – Master Servicing Agreement & Exhibit B | Active | 1 | ✓ | #555555, #555556, #586203 |
| 4388 | 30. Fulfillment – Master Servicing Agreement & Exhibit B (revised) | Active | 0 | ✓ | #4557689 |
| 383 | 30. Fulfillment – New Note Intake | Active | 22 | ✓ | #555560, #555565, #555570, #555580, #805395, #980782, #3679352 |
| 459 | 30. Fulfillment – Note Servicing Subscription Packages | Active | 0 | — | |
| 489 | 30. Fulfillment – Payoff Demand Form | Active | 6 | ✓ | #555558, #4183227 |
| 3959 | 30. Fulfillment – Post Payoff Outreach | Draft | 0 | — | |
| 2377 | 30. Fulfillment – Post-Booking – Trigger Lender and Requester Actions | Active | 0 | — | |
| 3545 | 30. Fulfillment – Post-Booking Item Needed – Original Recorded Documents | Active | 12 | — | |
| 1097 | 30. Fulfillment – Post-Booking Item Needed – Proof of Insurance | Active | 194 | ✓ | +1 external |
| 1047 | 30. Fulfillment – Post-Booking Item Needed – Recorded DOT | Active | 232 | — | |
| 973 | 30. Fulfillment – Quick Send Emails | Active | 70 | — | |
| 2375 | 30. Fulfillment – Review Request | Active | 1 | — | |
| 2733 | 30. Fulfillment – Self-Created Document | Active | 0 | — | |
| 1215 | 30. Fulfillment – Send New Client Cookies | Active | 0 | — | |
| 4170 | 30. Fulfillment – Send Text Message | Draft | 0 | — | |
| 2361 | 30. Fulfillment – Sign up for Auto Drafting | Active | 147 | — | |
| 591 | 30. Fulfillment – Verification of Mortgage | Active | 0 | — | |
| 415 | 40. Finance – Outstanding Invoice Follow-up | Active | 0 | — | |
| 2755 | 40. Finance – Request Payment to Trust Account | Active | 0 | — | |
| 4007 | 50. Internal – Allonge Creation | Active | 0 | — | |
| 1071 | 50. Internal – Approve Me E-Signature Test | Active | 0 | — | |
| 4250 | 50. Internal – Brokerview | Active | 0 | — | |
| 1009 | 50. Internal – Check for Spam Entries | Active | 0 | ✓ | #555559 |
| 3305 | 50. Internal – Client Update Form | Active | 0 | ✓ | #980782, #984585 |
| 3953 | 50. Internal – Conference | Active | 3462 | — | |
| 3251 | 50. Internal – Contact Validator – Phone Number | Active | 0 | ✓ | +1 external |
| 3249 | 50. Internal – Contact Validator – Phone Number Type | Active | 3 | — | |
| 487 | 50. Internal – Create New Contact (from Requester) | Active | 0 | ✓ | +6 external |
| 2231 | 50. Internal – Create New Contacts from Requester and Lender Info | Active | 0 | ✓ | #555555 |
| 883 | 50. Internal – Data Append Process | Active | 0 | — | |
| 625 | 50. Internal – Deduplicate Automatically | Active | 2 | ✓ | #3635262 |
| 847 | 50. Internal – Delete Dummy Email | Active | 0 | — | |
| 3915 | 50. Internal – Email Preferences | Active | 0 | — | |
| 987 | 50. Internal – Email Verification | Active | 0 | — | |
| 4691 | 50. Internal – End of Year Notices | Active | 12281 | — | |
| 2043 | 50. Internal – FeedBolt | Active | 2 | — | |
| 1069 | 50. Internal – Format Data | Active | 0 | — | |
| 1137 | 50. Internal – Inbound Note via API | Active | 1 | — | |
| 4745 | 50. Internal – Internal Operations | Active | 0 | — | |
| 2429 | 50. Internal – Klean13 API | Draft | 0 | — | |
| 1425 | 50. Internal – Lender Contact Information and Authorized User Form [PandaDo | Active | 0 | — | |
| 2955 | 50. Internal – Merge Contacts | Active | 0 | — | |
| 4058 | 50. Internal – Monthly Contacts | Active | 0 | — | |
| 2953 | 50. Internal – One Off Email | Active | 0 | — | |
| 421 | 50. Internal – Refer a Friend | Active | 0 | — | |
| 1171 | 50. Internal – Send CSV for TMO | Active | 0 | — | |
| 1967 | 50. Internal – Send Handwrytten Card | Active | 0 | — | |
| 887 | 50. Internal – Send SlyBroadcast Voice Drop | Active | 0 | — | |
| 1421 | 50. Internal – Set Lender Info on Lender Contacts | Draft | 0 | — | |
| 2969 | 50. Internal – Track Seller Financing | Active | 134 | ✓ | #615870 |
| 901 | 50. Internal – Unsubscribers | Active | 0 | — | |
| 2393 | 50. Internal – VIP Status | Active | 288 | — |
6Warnings & Gaps
Make MCP access denied: Read-only access to NSC Make team 374000 was denied via MCP. Scenario inventory in this report is sourced from the Dropbox PDF backup folder (201 scenarios) rather than live Make API. Some scenarios called from Keap (e.g. #555578, #555560, #586203) are not present in the current PDF backup — backup may be incomplete or scenarios may have been deleted/renamed.
Partial sample: Only 15/75 Keap campaigns scanned for HTTP items due to API context constraints. The 25 Make scenarios identified represent a high-confidence subset; additional scenarios are likely called by the unsampled 60 campaigns. Recommend a follow-up scan to complete the picture.
Heavy PlusThis dependency: Campaign 487 (Create New Contact) uses PlusThis HTTP for 6 different entity-type contact creation flows (Escrow, Lender, Mortgage, Real Estate, Note Origination, Note Purchase). PlusThis is a deprecated tool — these flows should be migrated to Make scenarios. Same applies to Campaign 3251 (phone validator).
NSC WordPress firewall blocks API: Attempted publish to noteservicingcenter.com REST API returned 403 Forbidden. Report has been published to 4spotconsulting.com instead. Recommend whitelisting jeff-api at NSC WAF if this report should be hosted on NSC domain.
Mixed team URLs: All NSC Make webhooks use URL pattern
us1.make.com/146294/scenarios/..., indicating Make.com user 146294 (legacy NSC owner). Team ID is 374000 (current). Confirm scenario ownership is consolidated under team 374000 or team will lose access if user 146294 is removed.NSC Integration Map · Generated 2026-05-05 by 4Spot Consulting · 75 Keap campaigns · 201 Make scenarios from Dropbox · 25 Keap→Make connections · 11 PlusThis externals · Source: live Keap MCP (NSC instance) + Dropbox PDF backup folder. Make MCP access denied for team 374000.