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Dropbox + Finmo

Dropbox + Finmo

Dropbox + Finmo integrations

Create folders in Dropbox for new Finmo borrower applications

Stay organized and streamline your loan processing workflow by automatically creating a folder in Dropbox whenever a new application is submitted by a borrower in Finmo. With this automation, you'll save time and ensure that all critical borrower information is stored securely in one centralized location, making document management more efficient.

When this happens...
Application Submitted by BorrowerTriggers when a borrower submits the application.
TriggerInstant
automatically do this!
Create FolderTriggers when a new folder is added. Make sure the number of files/folders in the watched folder does not exceed 6000.
ActionWrite

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More things you can do with Finmo and Dropbox

Discover other triggers and actions you can use with Finmo and Dropbox

Update Borrower Email
Triggers when there is a change to the borrower emails.
Trigger
Instant
Try It
Borrower User Created
Triggers when a new borrower user is created by the broker.
Trigger
Instant
Try It
Deal Note Created
Triggers when a new deal note is added in your team.
Trigger
Instant
Try It
Deal Submitted
Triggers when the deal is pushed to expert or submitted to a lender.
Trigger
Instant
Try It
Application Submitted by Borrower
Triggers when a borrower submits the application.
Trigger
Instant
Try It

- Space
- Folder
  Required
- Include files in subfolders?
- Include sharing link?
Trigger
Polling
Try It
- Space
- Folder
  Required
- Include files in subfolders?
- Include file contents?
- Include sharing link?
Trigger
Polling
Try It

- Space
- Shared Folder
  Required
- Member Email Addresses
  Required
- Access Level
  Required
- Notify Members?
  Required
Action
Write
- Space
- Title
  Required
- Destination Folder
  Required
- Description
- Deadline
- Open for Uploads
Action
Write
- Space
- Folder Path
  Required
- Important Information
Action
Write
- Space
- Folder
  Required
- File
  Required
- Overwrite
- Specify File Name
- Specify File Extension
- Include sharing link?
Action
Write
- Space
- Folder
  Required
- File Name
  Required
- File Content
  Required
- Overwrite
- Include sharing link?
Action
Write
- Space
- File
  Required
- New Name
  Required
Action
Write
- Space
- Shared Link URL
  Required
- Allow Downloading With Shared Link?
  Required
Action
Write
- Space
- Shared Link URL
  Required
- Set or Remove Password
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Space
- Folder
  Required
- Include files in subfolders?
- Folder Name
  Required
- Include Deleted Folders?
- Include sharing link?
Action
Search
- Space
- Folder
  Required
- Search Term
  Required
- Include file contents?
- Include sharing link?
Action
Search
- Space
- Folder
  Required
- Include contents of subfolders?
- Include deleted files and folders?
- Include media info?
- Include sharing link?
Action
Search

Update Deal Status
Triggers when there is a change to the status of a deal.
Trigger
Instant
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Application Started
Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.
Trigger
Instant
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Borrower User Credit Pulled
Triggers when a new borrower user has their credit pulled by the broker.
Trigger
Instant
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Lender Response Received
Triggers when a lender response is received.
Trigger
Instant
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Update Document Request Status
Triggers when there is activity on a document request.
Trigger
Instant
Try It
Shared Folders
Triggers when a shared folder is added.
Trigger
Polling
Try It
- Space
- Folder
  Required
- File
- Include files in subfolders?
- Include file contents?
- Include sharing link?
Trigger
Polling
Try It
- Space
- File
  Required
- New Location
  Required
Action
Write
- Space
- File Path
  Required
- Important Information
Action
Write
- Space
- Folder
  Required
- Folder Name
  Required
Action
Write
- Space
- File
  Required
- New Location
  Required
Action
Write
- Space
- Folder
  Required
- File Name
  Required
- File Content
  Required
- Include sharing link?
Action
Write
- Space
- Path
  Required
- Requested Visibility
- Link Password
- Expires At
Action
Write
- Space
- Shared Link URL
  Required
- Set or Remove Expiration
  Required
Action
Write
- Space
- Shared Link URL
  Required
- Audience
- Access
Action
Write
- Space
- Search query
  Required
- Search path
- Order by
- File status
- Search filenames only
- File extensions
- File categories
Action
Search
- Space
- Folder
  Required
- Include files in subfolders?
- File Name
  Required
- Include Deleted Files?
- Include file contents?
- Include sharing link?
Action
Search
- Space
- Path
- Direct links only
Action
Search

About Dropbox

Dropbox lets you store your files online, sync them to all your devices, and share them easily. Get started for free, then upgrade for more space and security features.

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File Management & Storage

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About Finmo

Finmo manages the end to end mortgage process.

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Related categories

CRM (Customer Relationship Management)

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Zapier Forms

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Related Zap Templates

Create Dropbox folders for every new application started in Finmo

Related Zap Templates

Create Dropbox folders for every new application started in Finmo