Send Gmail emails for new applications started in Finmo
Use Finmo's integration with this integration to connect to your Gmail account. Use the application started trigger, along with a specified delay, then have a customized email sent to your potential new mortgage client. You can incorporate Google's other applications connected to your Gmail account to speed up automation.
Use Finmo's integration with this integration to connect to your Gmail account. Use the application started trigger, along with a specified delay, then have a customized email sent to your potential new mortgage client. You can incorporate Google's other applications connected to your Gmail account to speed up automation.
- 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...Delay For
Waits for a set amount of time before completing your Actions.
- then do this!Send Email
Triggers when a new e-mail appears in the specified mailbox.
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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 ItQueue Title
Zap Step Id
Time Delayed For (value)Required
Time Delayed For (unit)Required