Microsoft Excel + Finmo
Start adding rows in Microsoft Excel when new applications start in Finmo
Start your work in the Finmo app smoothly and ensure your data gets stored promptly on Microsoft Excel. With this workflow, each time you begin an application in Finmo, a new row is created in your preferred Excel spreadsheet. This simplifies your record-keeping process, allowing you to focus more on your financial tasks without worrying about manually adding data to Excel.
Start your work in the Finmo app smoothly and ensure your data gets stored promptly on Microsoft Excel. With this workflow, each time you begin an application in Finmo, a new row is created in your preferred Excel spreadsheet. This simplifies your record-keeping process, allowing you to focus more on your financial tasks without worrying about manually adding data to Excel.
- 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!Add Row
Adds a new row to the end of a worksheet.
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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.
Try ItDeal Submitted
Triggers when the deal is pushed to expert or submitted to a lender.
Try ItUpdate Document Request Status
Triggers when there is activity on a document request.
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
TableRequired
Try It
