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 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.
- automatically do this...Create Folder
Triggers when a new folder is added directly to a specific folder (but not its subfolders).
- then do this...Move Card to List
Moves a specific card to a list on a specific board.
- then do this...Update Contact
Updates an existing contact.
- then 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.
- Free forever for core features
- 14 day trial for premium features & apps
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 ItDrive
Folder
Try It
