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.

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.
TriggerInstant
automatically do this...
Delay For
Waits for a set amount of time before completing your Actions.
ActionWrite
then do this!
Send Email
Triggers when a new email appears in the specified mailbox.
ActionWrite

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Start free with email

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Supported triggers and actions

Update Borrower Email
Triggers when there is a change to the borrower emails.
Trigger
Instant
Try It
Borrower User Created
Triggers when a new borrower user is created by the broker.
Trigger
Instant
Try It
Deal Note Created
Triggers when a new deal note is added in your team.
Trigger
Instant
Try It
Deal Submitted
Triggers when the deal is pushed to expert or submitted to a lender.
Trigger
Instant
Try It
Application Submitted by Borrower
Triggers when a borrower submits the application.
Trigger
Instant
Try It

- Time Delayed For (value)Required
- Time Delayed For (unit)Required
Action
Write
- Date/Time Delayed UntilRequired
- How should we handle dates in the past?
Action
Write

New Label
Triggers when you add a new label.
Trigger
Polling
Try It
- Label or mailboxRequired
Trigger
Polling
Try It
- Search keywordsRequired
Trigger
Polling
Try It
- Label/Mailbox
Trigger
Polling
Try It
- MessageRequired
Action
Write
- Recipient Instructions
- To
- Cc
- Bcc
- SubjectRequired
- From
- From Name
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Name of labelRequired
Action
Write
- MessageRequired
- Label(s) to removeRequired
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- Subject
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Search StringRequired
- To
- Send message to Google Contacts Group/Label
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Search or write

Update Deal Status
Triggers when there is a change to the status of a deal.
Trigger
Instant
Try It
Application Started
Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.
Trigger
Instant
Try It
Borrower User Credit Pulled
Triggers when a new borrower user has their credit pulled by the broker.
Trigger
Instant
Try It
Lender Response Received
Triggers when a lender response is received.
Trigger
Instant
Try It
Update Document Request Status
Triggers when there is activity on a document request.
Trigger
Instant
Try It
- Queue Title
- Zap Step Id
- Time Delayed For (value)Required
- Time Delayed For (unit)Required
Action
Write
- Label or mailbox
- Search keywords
Trigger
Polling
Try It
- Label or mailboxRequired
Trigger
Polling
Try It
- Label or mailbox
Trigger
Polling
Try It
New Starred Email
Triggers when you receive a new email and star it within two days.
Trigger
Polling
Try It
- Label
- MessageRequired
Action
Write
- Email message to be DeletedRequired
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- To
- Send message to Google Contacts Group/Label
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- ThreadRequired
- Label(s) to removeRequired
Action
Write
- Search StringRequired
Action
Search

About Finmo

Finmo manages the end to end mortgage process.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

Learn more

Related categories

Similar apps

About Delay by Zapier

Put your Actions on hold for a specified amount of time before sending data to another app. You can set up scheduled emails, get notified of incomplete tasks, send automatic follow-ups, and automate other tasks on your timeline.

Learn more

Finmo + Gmail + Delay by Zapier

Send Gmail emails for new applications started in Finmo

Update Borrower Email

Borrower User Created

Deal Note Created

Deal Submitted

Application Submitted by Borrower

Delay For

Delay Until

New Label

New Labeled Email

New Email Matching Search

New Conversation

Archive Email

Create Draft

Create Label

Remove Label From Email

Reply to Email

Find or Send Email

Update Deal Status

Application Started

Borrower User Credit Pulled

Lender Response Received

Update Document Request Status

Delay After Queue

New Attachment

New Labeled Conversation

New Email

New Starred Email

Add Label to Email

Delete Email

Create Draft Reply

Send Email

Remove Label From Conversation

Find Email

About Finmo

Related categories

Similar apps

Zapier Interfaces

About Gmail

Related categories

Similar apps

IMAP by Zapier

SMTP by Zapier

Microsoft Office 365

About Delay by Zapier

Related categories