Brevo + Finmo
Start or update Brevo contacts when new applications start in Finmo
Keep your contacts up-to-date with this automated workflow. Once you start using the Finmo app, it steps in to launch a corresponding process in the Brevo app to add or update contact details. This streamlined routine ensures your contact data is always current, removing the need for manual intervention. Experience increased productivity by maintaining an efficient linkage between your apps.
Keep your contacts up-to-date with this automated workflow. Once you start using the Finmo app, it steps in to launch a corresponding process in the Brevo app to add or update contact details. This streamlined routine ensures your contact data is always current, removing the need for manual intervention. Experience increased productivity by maintaining an efficient linkage between your apps.
- 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!(Deprecated) Add or Update Contact
This action is deprecated, use "Contact Create or Update" instead. Adds or updates a contact.
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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
