Finmo + Flodesk

Finmo + Flodesk integrations

Start or update Flodesk subscribers when new applications get started in Finmo

Start your workflow easily with Finmo and Flodesk. When an application is initiated in Finmo, this workflow will create or update a subscriber in Flodesk. This integration takes the manual work out of monitoring application statuses and maintaining your subscriber list. A streamlined way to manage your tasks, giving you back the time to concentrate on other business objectives.

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.
TriggerInstant
automatically do this!
Create/Update SubscriberCreates a new subscriber or updates an existing one.
ActionWrite

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More things you can do with Finmo and Flodesk

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

Update Borrower Email
Triggers when there is a change to the borrower emails.
Trigger
Instant
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Borrower User Created
Triggers when a new borrower user is created by the broker.
Trigger
Instant
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Deal Note Created
Triggers when a new deal note is added in your team.
Trigger
Instant
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Deal Submitted
Triggers when the deal is pushed to expert or submitted to a lender.
Trigger
Instant
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Application Submitted by Borrower
Triggers when a borrower submits the application.
Trigger
Instant
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- Segment
  Required
Trigger
Instant
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Subscriber Unsubscribed
Triggers when a subscriber is unsubscribed.
Trigger
Instant
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- Email
  Required
- Workflow
  Required
Action
Write
- Email
  Required
- Segment
  Required
Action
Write
- Email
  Required
Action
Write

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
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Subscriber Created
Triggers when a new subscriber is created.
Trigger
Instant
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- Email
  Required
- Segment
  Required
Action
Write
- Segment
  Required
- Email
  Required
- First Name
- Last Name
- Double opt-in
- Opt-in IP Address
- Opt-in Timestamp
Action
Write
- Email
  Required
- Workflow
  Required
Action
Write
- Email
  Required
Action
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About Finmo

Finmo manages the end to end mortgage process.

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CRM (Customer Relationship Management)

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About Flodesk

Beginners and experts use Flodesk to create stunning emails that grow their business. Meet the most intuitive way to send emails and build workflows that convert.

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