Integrate Finmo with Gmail to automate your work
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Update Borrower Email
Triggers when there is a change to the borrower emails.
Try It - Borrower User Created
Triggers when a new borrower user is created by the broker.
Try It - Deal Note Created
Triggers when a new deal note is added in your team.
Try It - Deal Submitted
Triggers when the deal is pushed to expert or submitted to a lender.
Try It
- Update Deal Status
Triggers when there is a change to the status of a deal.
Try It - Application Started
Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.
Try It - Borrower User Credit Pulled
Triggers when a new borrower user has their credit pulled by the broker.
Try It - Lender Response Received
Triggers when a lender response is received.
Try It