Microsoft Excel + Sivo
Create Sivo business borrowers from updated rows in Microsoft Excel
Manage your lending business efficiently with this workflow. When you make updates to a row in your Microsoft Excel, it will immediately create a Business Borrower in your Sivo application. This automation not only saves your time, but also ensures accuracy and speed in transferring information from your spreadsheets to your Sivo account, enhancing your loan processing capabilities.
Manage your lending business efficiently with this workflow. When you make updates to a row in your Microsoft Excel, it will immediately create a Business Borrower in your Sivo application. This automation not only saves your time, but also ensures accuracy and speed in transferring information from your spreadsheets to your Sivo account, enhancing your loan processing capabilities.
- When this happens...Updated Row
Triggers when a row is added or updated in a worksheet.
- automatically do this!Create Business Borrower
Creates or updates a business borrower.
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Column Headers
Zap Step Id
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Try ItStorage Source
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Trigger Column
Try ItStorage Source
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FolderRequired
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