Finmo + Gmail + Google Drive + Trello + Google Contacts + Delay by Zapier

Send emails in Gmail for new applications submitted by borrowers in Finmo

When a borrower submits an application in Finmo use this Zap to automatically send a Gmail message updating your client and confirming receipt. Customize your note to save yourself the hassle of manual messaging.

When this happens...
Application Submitted by Borrower
Triggers when a borrower submits the application.
TriggerInstant
automatically do this...
Create Folder
Triggers when a new folder is added directly to a specific folder (but not its subfolders).
ActionWrite
then do this...
Move Card to List
Moves a specific card to a list on a specific board.
ActionWrite
then do this...
Update Contact
Updates an existing contact.
ActionWrite
then do this...
Delay For
Waits for a set amount of time before completing your Actions.
ActionWrite
then do this!
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?

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
Try It
Deal Submitted
Triggers when the deal is pushed to expert or submitted to a lender.
Trigger
Instant
Try It
Update Document Request Status
Triggers when there is activity on a document request.
Trigger
Instant
Try It
- Drive
- Folder
Trigger
Scheduled
Try It
- Drive
- Folder
- Include Deleted
Trigger
Scheduled
Try It

- Drive
- Folder
- FileRequired
- Convert to Document?
- File Name
- File Extension
- Idempotency Key
Action
Write
- FileRequired
- Drive
- FolderRequired
Action
Write

- Drive
- Folder
- File to ReplaceRequired
- FileRequired
- Convert to Document?
- File Name
- File Extension
- Idempotency Key
Action
Write
- FileRequired
- Drive
- Folder
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Folder NameRequired
- Drive
- Parent Folder
Action
Search
- Folder NameRequired
- Drive
- Parent Folder
Action
Search or write
- Board
- List
- Filter
Trigger
Scheduled
Try It
- Board
- List
- Card
Trigger
Scheduled
Try It
- BoardRequired
- ListRequired
- Card
Trigger
Instant
Try It
- BoardRequired
- CardRequired
Trigger
Instant
Try It
- BoardRequired
Trigger
Scheduled
Try It
- BoardRequired
Trigger
Scheduled
Try It
New Notification
Triggers when you get a new notification in Trello.
Trigger
Scheduled
Try It
- Organization
- NameRequired
- DescriptionRequired
- Permission Level
- Allow Any Team Member to Join This Board?
Action
Write
- Board
- List
- CardRequired
Action
Write
- BoardRequired
- LabelRequired
- List
- CardRequired
Action
Write
- BoardRequired
- Member(s)Required
- List
- CardRequired
Action
Write
- Board
- List
- CardRequired
- Checklist NameRequired
- Checklist to Copy
- Checklist Items
- Checklist Position
Action
Write
- Board
- List
- CardRequired
- Comment TextRequired
Action
Write
- BoardRequired
- NameRequired
- Organization
- Permission Level
- Allow Any Team Member to Join This Board?
Action
Write
- BoardRequired
- Label NameRequired
- Color
Action
Write
- BoardRequired
- List
- CardRequired
- LabelRequired
Action
Write
- BoardRequired
- List NameRequired
Action
Search
- BoardRequired
- List
- CardRequired
- ChecklistRequired
- SearchRequired
Action
Search
- Organization
- Board
- List
- Card NameRequired
Action
Search
- BoardRequired
- Label NameRequired
- Color
Action
Search or write
- BoardRequired
- List
- CardRequired
- SearchRequired
- Checklist NameRequired
- Checklist to Copy
- Checklist Items
- Checklist Position
Action
Search or write
- Organization
- BoardRequired
- ListRequired
- Card NameRequired
- Description
- Label
- Custom Labels
- Card Position
- Member
- Due Date
- File Attachments
- URL Attachments
- Checklist Name
- Checklist Items
Action
Search or write
New Group
Triggers when a group is created.
Trigger
Scheduled
Try It
Create Contact
Creates a new contact.
Action
Write
- NameRequired
Action
Write
- Owner
- App ExtensionRequired
Action
Write
- Search ByRequired
Action
Search
- 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
New Label
Triggers when you add a new label.
Trigger
Scheduled
Try It
- Label/Mailbox
Trigger
Scheduled
Try It
New Starred Email
Triggers when you receive a new email and star it within two days.
Trigger
Scheduled
Try It
- Label(s) to Add
- Message to be LabeledRequired
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Body Type
- BodyRequired
- Signature
- Label/Mailbox
- Attachments
Action
Write
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body Type
- BodyRequired
- Signature
- Label/Mailbox
- Attachments
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- Body Type
- BodyRequired
- Label/Mailbox
- Attachments
Action
Write
- Search StringRequired
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body Type
- BodyRequired
- Signature
- Label/Mailbox
- Attachments
Action
Search or write

Deal Note Created
Triggers when a new deal note is added in your team.
Trigger
Instant
Try It
Application Submitted by Borrower
Triggers when a borrower submits the application.
Trigger
Instant
Try It
- Drive
Trigger
Scheduled
Try It
- Drive
- Folder
Trigger
Scheduled
Try It
- FileRequired
- Convert to Document?
- File Name
- Drive
- Folder
Action
Write
- Drive
- Parent Folder
- Folder NameRequired
Action
Write
- Drive
- Folder
- File NameRequired
- File ContentRequired
- Convert to Document?
Action
Write
- Drive
- File IdRequired
- Sharing PreferenceRequired
- Organization Domain
Action
Write
- Welcome
Action
Write
- File NameRequired
- Drive
- Folder
- File Types
Action
Search
- File NameRequired
- Drive
- Folder
- File Types
- FileRequired
- Convert to Document?
- File Name
- File Extension
- Idempotency Key
Action
Search or write
New Board
Triggers when a new board is added.
Trigger
Scheduled
Try It
- Board
- List
- Card
Trigger
Scheduled
Try It
- ActivityRequired
Trigger
Instant
Try It
- Board
- Time Before
- Time Before (Unit)
- Status
- Only cards where you're a member?
Trigger
Scheduled
Try It
- BoardRequired
Trigger
Scheduled
Try It
- BoardRequired
- Label
Trigger
Instant
Try It
- BoardRequired
Trigger
Scheduled
Try It
- BoardRequired
- List
- CardRequired
- ChecklistRequired
- Checklist Item NameRequired
- Checklist Item Position
Action
Write
- BoardRequired
- ListRequired
- NameRequired
- Description
- Label
- Custom Labels
- Card Position
- Member
- Due Date
- File Attachments
- URL Attachments
- Checklist Name
- Checklist Items
Action
Write
- Board
- List
- CardRequired
- File Attachments
- URL Attachments
Action
Write
- BoardRequired
- From List
- CardRequired
- To Board
- To ListRequired
Action
Write
- Board
- List
- CardRequired
- Card Name
- Card Description
- Card Due Date
- Due Complete
- Card Position
Action
Write
- BoardRequired
Action
Write
- BoardRequired
- List
- CardRequired
- ChecklistRequired
- Checklist ItemRequired
Action
Write
- Board
- List
- Card
- ChecklistRequired
Action
Write
- BoardRequired
- NameRequired
Action
Write
- BoardRequired
- Label NameRequired
Action
Search
- BoardRequired
- List
- Card
- SearchRequired
Action
Search
- OrganizationRequired
- Board NameRequired
Action
Search
- OrganizationRequired
- Member NameRequired
Action
Search
- BoardRequired
- List NameRequired
Action
Search or write
- OrganizationRequired
- Board NameRequired
- DescriptionRequired
- Permission Level
- Allow Any Team Member to Join This Board?
Action
Search or write
New or Updated Contact
Triggers when a contact is created or updated.
Trigger
Scheduled
Try It
- ContactRequired
- GroupRequired
Action
Write
- ContactRequired
- Phone Number
- Additional Phone Numbers
Action
Write
- Contact
- PhotoRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Search ByRequired
Action
Search or write
- Queue Title
- Zap Step Id
- Time Delayed For (value)Required
- Time Delayed For (unit)Required
Action
Write
- Label/Mailbox
- Search String
Trigger
Scheduled
Try It
- Label/MailboxRequired
Trigger
Scheduled
Try It
- Search StringRequired
Trigger
Scheduled
Try It
- Label/Mailbox
Trigger
Scheduled
Try It
- SubjectRequired
- To
- Cc
- Bcc
- From
- From Name
- Body Type
- BodyRequired
- Signature
- Label/Mailbox
- Attachments
Action
Write
- NameRequired
Action
Write
- Message to Remove Label(s) FromRequired
- Label(s) to RemoveRequired
Action
Write
- Search StringRequired
Action
Search

About Finmo

Finmo manages the end to end mortgage process.

Learn more Help

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Finmo + Gmail + Google Drive + Trello + Google Contacts + Delay by Zapier

Send emails in Gmail for new applications submitted by borrowers in Finmo

Application Started

Deal Submitted

Update Document Request Status

New File in Folder

Drive

Folder

Updated File

Drive

Folder

Include Deleted

Upload File

Drive

Folder

FileRequired

Convert to Document?

File Name

File Extension

Idempotency Key

Move File

FileRequired

Drive

FolderRequired

Replace File

Drive

Folder

File to ReplaceRequired

FileRequired

Convert to Document?

File Name

File Extension

Idempotency Key

Create Shortcut

FileRequired

Drive

Folder

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find a Folder

Folder NameRequired

Drive

Parent Folder

Find or Create Folder

Folder NameRequired

Drive

Parent Folder

New Card

Board

List

Filter

New Comment in Card

Board

List

Card

Card Moved to List

BoardRequired

ListRequired

Card

Card Updated

BoardRequired

CardRequired

New Label

BoardRequired

New List

BoardRequired

New Notification

Create Board

Organization

NameRequired

DescriptionRequired

Permission Level

Allow Any Team Member to Join This Board?

Archive Card