Finmo + Gmail + Delay by Zapier
Send Gmail emails for new applications started in Finmo
Use Finmo's integration with this integration to connect to your Gmail account. Use the application started trigger, along with a specified delay, then have a customized email sent to your potential new mortgage client. You can incorporate Google's other applications connected to your Gmail account to speed up automation.
Use Finmo's integration with this integration to connect to your Gmail account. Use the application started trigger, along with a specified delay, then have a customized email sent to your potential new mortgage client. You can incorporate Google's other applications connected to your Gmail account to speed up automation.
- When this happens...Application Started
Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.
- automatically do this...Delay For
Waits for a set amount of time before completing your Actions.
- then do this!Send Email
Triggers when a new email appears in the specified mailbox.
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Update Borrower Email
Triggers when there is a change to the borrower emails.
Try ItBorrower User Created
Triggers when a new borrower user is created by the broker.
Try ItDeal Note Created
Triggers when a new deal note is added in your team.
Try ItDeal Submitted
Triggers when the deal is pushed to expert or submitted to a lender.
Try It
Update Deal Status
Triggers when there is a change to the status of a deal.
Try ItApplication Started
Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.
Try ItBorrower User Credit Pulled
Triggers when a new borrower user has their credit pulled by the broker.
Try ItLender Response Received
Triggers when a lender response is received.
Try It
