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.
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 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!Create Records (With Line Item Support)
Creates up to 10 multiple new records with line item input
- Free forever for core features
- 14 day trial for premium features & apps
Application Started
Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.
Try ItDeal Submitted
Triggers when the deal is pushed to expert or submitted to a lender.
Try ItUpdate Document Request Status
Triggers when there is activity on a document request.
Try ItBaseRequired
TableRequired
Help Text
Which timestamp field should this Zap use to check for updates?Required
Limit to View
Include file contents?
Try It
