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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

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.

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    When this happens...
    FinmoFinmo
    Application Submitted by Borrower

    Triggers when a borrower submits the application.

    TriggerInstant
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    automatically do this...
    Google DriveGoogle Drive
    Create Folder

    Create a new, empty folder.

    ActionWrite
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    then do this...
    TrelloTrello
    Move Card to List

    Moves a specific card to a list on a specific board.

    ActionWrite
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    short arrow
    then do this...
    Google ContactsGoogle Contacts
    Update Contact

    Updates an existing contact.

    ActionWrite
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    short arrow
    then do this...
    Delay by ZapierDelay by Zapier
    Delay For

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

    ActionWrite
  6. then do this!
    GmailGmail
    Send Email

    Create and send a new email message.

    ActionWrite

Supported triggers and actions

What does this mean?
finmo logo
finmo logo
finmo logo

About Finmo

Finmo manages the end to end mortgage process.
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Related categories

  • CRM (Customer Relationship Management)
gmail logo
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.
Learn More

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google-drive logo
google-drive logo
google-drive logo

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Google Drive is Google's file sync app that lets you store all of your files online alongside your Google Docs documents, and keep them synced with all of your devices.
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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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