Attio + Finmo
Start or update records in Attio whenever applications start in Finmo
Start your financial application process smoothly with this automated workflow. When you begin an application in the Finmo app, this triggers a record creation or update in the Attio app. This seamless process helps keep information consistent and up-to-date, ensuring efficient and accurate management of your financial applications. Streamline your tasks and stay on top of your work with this automation.
Start your financial application process smoothly with this automated workflow. When you begin an application in the Finmo app, this triggers a record creation or update in the Attio app. This seamless process helps keep information consistent and up-to-date, ensuring efficient and accurate management of your financial applications. Streamline your tasks and stay on top of your work with this 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.
- automatically do this!Create or Update Record
Creates or updates a record, such as a person, company or deal. The record is created if it doesn't yet exist, otherwise it is updated. This can also be used for finding a record by a unique attribute, such as an email address.
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Update Borrower Email
Triggers when there is a change to the borrower emails.
Try ItBorrower User Created
Triggers when a new borrower user is created by the broker.
Try ItDeal Note Created
Triggers when a new deal note is added in your team.
Try ItDeal Submitted
Triggers when the deal is pushed to expert or submitted to a lender.
Try It
Update Deal Status
Triggers when there is a change to the status of a deal.
Try ItApplication Started
Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.
Try ItBorrower User Credit Pulled
Triggers when a new borrower user has their credit pulled by the broker.
Try ItLender Response Received
Triggers when a lender response is received.
Try It
