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Asana + Finmo

Asana + Finmo

Asana + Finmo integrations

Start new tasks in Asana when applications launch in Finmo

Kickstart your productivity with this tailored workflow. When you start a new application in Finmo, an immediate Asana task is created for progress tracking. This seamless automation system improves your efficiency, by keeping all your tasks in one place and helping you monitor the progression swiftly.

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.
TriggerInstant
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Create TaskCreates a new task in Asana with specified details.
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More things you can do with Finmo and Asana

Discover other triggers and actions you can use with Finmo and Asana

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

- Project
  Required
- Task
- Workspace
Trigger
Polling
Try It
- Workspace
  Required
- Project
  Required
Trigger
Instant
Try It
- Workspace
  Required
- Project
  Required
Trigger
Instant
Try It
- Workspace
  Required
- Project
  Required
Trigger
Instant
Try It
- Workspace
  Required
- Project
  Required
- Fields
- Disclaimer
Trigger
Instant
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New Workspace/Organization
Triggered when you add a new workspace/organization.
Trigger
Polling
Try It
- Task ID
  Required
- Workspace
  Required
- Project
  Required
- Section
  Required
- Position in Section
- Before/After Task ID
Action
Write
- Helptext
- Workspace
- Project
- Tag
- Name
  Required
- Task Fields
Action
Write
- Workspace / Organization
  Required
- Project
  Required
- Section Name
  Required
- Section to Insert After
- Section to Insert Before
Action
Write
- Copy
- Workspace
  Required
- Project
- Task Template
  Required
- Task Name
Action
Write
- Workspace
  Required
- Team
- Name
  Required
- Notes
  Required
Action
Write
- Workspace
  Required
- Project
  Required
- Task
  Required
- Text
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Workspace
- Name
  Required
Action
Search
- Workspace
  Required
- Project
  Required
- Section Name
  Required
Action
Search
- Workspace
- Project
- Task ID
  Required
- Maximum Results
- Comment Order
Action
Search
- Premium_user_help_text
- Workspace ID
  Required
- Projects (Any)
- Search Text
- Limit
- Is Subtask?
- Is Completed?
- Sort By
- Sort Ascending?
- Has Attachment?
- Is Blocking?
- Is Blocked?
- Created After
- Created Before
- Modified After
- Modified Before
- Task Type
- Custom_fields_help_text
Action
Search
- Email Address or ID
  Required
Action
Search
- Workspace
  Required
- Name
  Required
- Team
- Notes
  Required
Action
Search or write

Update Deal Status
Triggers when there is a change to the status of a deal.
Trigger
Instant
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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.
Trigger
Instant
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Borrower User Credit Pulled
Triggers when a new borrower user has their credit pulled by the broker.
Trigger
Instant
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Lender Response Received
Triggers when a lender response is received.
Trigger
Instant
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Update Document Request Status
Triggers when there is activity on a document request.
Trigger
Instant
Try It
- Workspace
  Required
- Project
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
- Project
  Required
Trigger
Instant
Try It
New Tag Created
Triggered when you create a new tag.
Trigger
Polling
Try It
- Workspace
  Required
- Project
  Required
- Section
  Required
Trigger
Instant
Try It
- Workspace / Organization
  Required
Trigger
Polling
Try It
- Workspace / Organization
Trigger
Polling
Try It
- Task ID
  Required
- Tag
  Required
Action
Write
- Project
  Required
- Task
  Required
- File
  Required
Action
Write
- Workspace or Organization
- Project Template
  Required
- Project Name
  Required
- Privacy Setting
Action
Write
- Workspace
  Required
- Parent Task
  Required
- Name
- Description
- Is the description rich text?
- Mark Task as complete?
- Mark Task as liked?
- Assignee
- Followers
- Tags
- Custom_field_info
Action
Write
- Workspace
  Required
- Task Name
  Required
- Task Description
- Enable Rich Text Formatting
- Assignee
- Followers
- Tags
- Mark Task as complete?
- Mark Task as liked?
- Custom_field_info
Action
Write
- Task ID
  Required
- Tag
  Required
Action
Write
- Workspace
- Task ID
  Required
- Mark as Complete
- Mark as Liked
- Task Name
- Assignee
- Followers
- Tags
- Description
- Use Rich Text Formatting
- Custom_field_info
Action
Write
- Workspace
  Required
- Project
  Required
- Completed Since (Includes Incomplete Tasks if Set)
- Limit
Action
Search
- Workspace/Organization
- Team
- Project Name
  Required
- Include Archived Projects
Action
Search
- Workspace
- Project
- Task ID
  Required
- Limit
Action
Search
- Task ID or GID
  Required
Action
Search
- Workspace
  Required
- Project
  Required
- Task Name
  Required
Action
Search
- Email Address or User ID
  Required
Action
Search
- Task ID or GID
  Required
- Workspace
  Required
- Name
- Description
- Is the description rich text?
- Mark Task as complete?
- Mark Task as liked?
- Assignee
- Followers
- Tags
- Custom_field_info
Action
Search or write

About Asana

Asana is a leading work management platform that helps teams orchestrate their work, from daily tasks to strategic initiatives. With Asana, organizations have a living system of clarity where everyone can see, discuss, and execute their team’s priorities.

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About Finmo

Finmo manages the end to end mortgage process.

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CRM (Customer Relationship Management)

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