Finmo + Google Calendar
Create Google Calendar events from new applications started in Finmo
It is so easy to connect Finmo to your Google calendar. Use the application started to trigger in Finmo to create a Quick Add Event in Google Calendar to remind you or your team to follow up with that client.
It is so easy to connect Finmo to your Google calendar. Use the application started to trigger in Finmo to create a Quick Add Event in Google Calendar to remind you or your team to follow up with that client.
- When this happens...Application Started
Triggers when a new deal is created by the broker or when a borrower signs up to start a new 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
