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Finmo + Gmail + Delay by Zapier

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.

  1. When this happens...
    FinmoFinmo
    Application Started

    Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.

    TriggerInstant
  2. automatically do this...
    Delay by ZapierDelay by Zapier
    Delay For

    Waits for a set amount of time before completing your Actions.

    ActionWrite
  3. then do this!
    GmailGmail
    Send Email

    Triggers when a new e-mail appears in the specified mailbox.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Finmo triggers, actions, and search

    Deal Note Created

    Triggers when a new deal note is added in your team.

    Trigger
    Instant
    Try It
  • Finmo triggers, actions, and search

    Application Submitted by Borrower

    Triggers when a borrower submits the application.

    Trigger
    Instant
    Try It
    • Time Delayed For (value)Required

    • Time Delayed For (unit)Required

    Action
    Write
    • Date/Time Delayed UntilRequired

    • How should we handle dates in the past?

    Action
    Write
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finmo logo

About Finmo

Finmo manages the end to end mortgage process.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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gmail logo
gmail logo

About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

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delay logo
delay logo

About Delay by Zapier

Put your Actions on hold for a specified amount of time before sending data to another app. You can set up scheduled emails, get notified of incomplete tasks, send automatic follow-ups, and automate other tasks on your timeline.

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