How to connect Finmo + Gmail
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Do Even More with Finmo + Gmail
With Zapier, you can do more than just connect 2 apps—you can automate entire processes from beginning to end! Here are some popular ways users make their Finmo + Gmail workflows do more for them.
Zapier users love adding Delay by Zapier to their workflows
Send Gmail emails for new applications started in Finmo
Send Gmail emails for new applications started in FinmoPremiumZapier users love adding Delay by Zapier to their workflows
Send emails in Gmail for new applications submitted by borrowers in Finmo
Send emails in Gmail for new applications submitted by borrowers in FinmoPremium
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 ItNew Label
Triggers when you add a new label.
Try It
Deal Note Created
Triggers when a new deal note is added in your team.
Try ItApplication Submitted by Borrower
Triggers when a borrower submits the application.
Try ItLabel/Mailbox
Search String
This works the same as the search bar you see in Gmail. For example:
from:amy OR from:david
orsubject:dinner label:my-family
. Learn more.
Try ItLabel/MailboxRequired
Try It
How Finmo + Gmail Integrations Work
- Step 1: Authenticate Finmo and Gmail.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.
Gmail Tutorials
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