Airtable + Finmo
Airtable + Finmo
Start new Finmo applications and create records in Airtable with line item support
Start your financial applications smoothly with this efficient workflow. When you begin using the Finmo app, it effectively triggers a response to generate a detailed record in your Airtable app, including line item support. This process not only simplifies your record-keeping tasks but also ensures that all your essential information is consolidated in one accessible place. Save time and improve productivity with this streamlined solution.
- When this happens...Application StartedTriggers when a new deal is created by the broker or when a borrower signs up to start a new application.
- automatically do this!Create Records (Advanced)Create up to 10 new records (supports line items).
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More things you can do with Finmo and Airtable
Discover other triggers and actions you can use with Finmo and Airtable
- Update Borrower Email
Triggers when there is a change to the borrower emails.
Try ItTriggerInstant - Borrower User Created
Triggers when a new borrower user is created by the broker.
Try ItTriggerInstant - Deal Note Created
Triggers when a new deal note is added in your team.
Try ItTriggerInstant - Deal Submitted
Triggers when the deal is pushed to expert or submitted to a lender.
Try ItTriggerInstant
- Update Deal Status
Triggers when there is a change to the status of a deal.
Try ItTriggerInstant - Application Started
Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.
Try ItTriggerInstant - Borrower User Credit Pulled
Triggers when a new borrower user has their credit pulled by the broker.
Try ItTriggerInstant - Lender Response Received
Triggers when a lender response is received.
Try ItTriggerInstant
