Finmo + Trello
Create checklist items in Trello cards when Finmo document request statuses are updated.
When there is a change to the document request status in Finmo send an automated update to your specified Trello card for that client.
When there is a change to the document request status in Finmo send an automated update to your specified Trello card for that client.
- When this happens...Update Document Request Status
Triggers when there is activity on a document request.
- automatically do this!Create Checklist Item in Card
Creates a new checklist item in a card.
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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
