Contacts+ + Finmo
Contacts+ + Finmo
Start new Finmo applications and create contacts in Contacts+ concurrently
Streamline your workflow with this efficient integration. Start using Finmo and whenever you launch the application, a new contact will be created in your Contacts+ app. It's an efficient way to ensure your contacts are always up-to-date, saving you time on data entry so you can focus more on strategic tasks.
- 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.
- 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
