Create Google Calendar events for new Finmo loan applications
Stay organized and on top of your loan applications with this Finmo to Google Calendar workflow. When a borrower submits an application in Finmo, an event with all the necessary details is created in your Google Calendar, helping you track progress and deadlines. Streamline your loan management process with this seamless automation.
Stay organized and on top of your loan applications with this Finmo to Google Calendar workflow. When a borrower submits an application in Finmo, an event with all the necessary details is created in your Google Calendar, helping you track progress and deadlines. Streamline your loan management process with this seamless automation.
- When this happens...Application Submitted by Borrower
Triggers when a borrower submits the application.
- automatically do this!Create Detailed Event
Create an event by defining each field.
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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 ItCalendarRequired
Try It