Airtable + Finmo
Manage submitted Finmo deals by creating or updating records in Airtable
Maximize efficiency by connecting your Finmo and Airtable applications. Whenever a deal is submitted in Finmo, this workflow will ensure that a new or existing record is promptly created or updated in Airtable. It's an ideal solution for those requiring comprehensive, near real-time updates on their deal submissions without the need for manual data entry. This seamless interaction between Finmo and Airtable provides a practical solution to keep track of deals in an organized way.
Maximize efficiency by connecting your Finmo and Airtable applications. Whenever a deal is submitted in Finmo, this workflow will ensure that a new or existing record is promptly created or updated in Airtable. It's an ideal solution for those requiring comprehensive, near real-time updates on their deal submissions without the need for manual data entry. This seamless interaction between Finmo and Airtable provides a practical solution to keep track of deals in an organized way.
- When this happens...Deal Submitted
Triggers when the deal is pushed to expert or submitted to a lender.
- automatically do this!Create or Update Record
Updates an existing record if one exists, otherwise creates a new record.
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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
