Contacts+ + Finmo
Contacts+ + Finmo
Create new Contacts+ contacts from newly created Finmo borrower users
Streamline your customer management process by instantly transferring new borrower user data from Finmo to Contacts+. Whenever a new borrower user is added on Finmo, this workflow ensures they are equally created as a new contact in Contacts+. This workflow is a time-efficient strategy that guarantees an organized, up-to-date contact list, taking away the hassle of manual data entry. It's a quick solution for efficiently managing your contacts and ensuring seamless communication.
- When this happens...Borrower User CreatedTriggers when a new borrower user is created by the broker.
- automatically do this!Create ContactCreates a contact.
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More things you can do with Finmo and Contacts+
Discover other triggers and actions you can use with Finmo and Contacts+
- Update Borrower Email
Triggers when there is a change to the borrower emails.
Try ItTriggerInstant - Borrower User Created
Triggers when a new borrower user is created by the broker.
Try ItTriggerInstant - Deal Note Created
Triggers when a new deal note is added in your team.
Try ItTriggerInstant - Deal Submitted
Triggers when the deal is pushed to expert or submitted to a lender.
Try ItTriggerInstant
- Update Deal Status
Triggers when there is a change to the status of a deal.
Try ItTriggerInstant - Application Started
Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.
Try ItTriggerInstant - Borrower User Credit Pulled
Triggers when a new borrower user has their credit pulled by the broker.
Try ItTriggerInstant - Lender Response Received
Triggers when a lender response is received.
Try ItTriggerInstant
