DocuSign + Finmo Integrations
In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between DocuSign and Finmo.
It's easy to connect DocuSign + Finmo and requires absolutely zero coding experience—the only limit is your own imagination.
All Triggers & Actions
Triggers when an envelope is sent or completed. NOTE: This trigger only checks for new envelopes every 15 minutes.
Triggers when a new deal is created in your team.
Triggers when a team member pushes an application from Finmo to Expert.
Triggers when an update is made to a deal overview in your team.
Triggers when a new folder is created.
Triggers when a new deal note is added in your team.
Triggers when a borrower submits an application to your team.
Triggers when there is activity on a document request.
- Step 1: Authenticate DocuSign + Finmo.(30 seconds)
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.(15 seconds)
- Step 3: Choose a resulting action from the other app.(15 seconds)
- Step 4: Select the data you want to send from one app to the other.(2 minutes)
- That’s it! More time to work on other things.