Finmo + Google Docs
Finmo + Google Docs
Create Google Docs documents from templates when Finmo deal status updates occur
With this workflow, as soon as you update a deal status in Finmo, a new document gets created in Google Docs using a predetermined template. This smooth process assists in maintaining your financial dealings seamlessly and creating necessary documentation instantly. Enhance your productivity, eliminate manual entry and streamline your operations with this effective operation between Finmo and Google Docs.
- When this happens...Update Deal StatusTriggers when there is a change to the status of a deal.
- automatically do this!Create Document From TemplateCreates a new doc based on an existing one and can replace any placeholder variables found in your template doc, like {{name}}, {{email}}, etc.
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More things you can do with Finmo and Google Docs
Discover other triggers and actions you can use with Finmo and Google Docs
- Update Borrower Email
Triggers when there is a change to the borrower emails.
Try ItTriggerInstant - Borrower User Created
Triggers when a new borrower user is created by the broker.
Try ItTriggerInstant - Deal Note Created
Triggers when a new deal note is added in your team.
Try ItTriggerInstant - Deal Submitted
Triggers when the deal is pushed to expert or submitted to a lender.
Try ItTriggerInstant
- Update Deal Status
Triggers when there is a change to the status of a deal.
Try ItTriggerInstant - Application Started
Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.
Try ItTriggerInstant - Borrower User Credit Pulled
Triggers when a new borrower user has their credit pulled by the broker.
Try ItTriggerInstant - Lender Response Received
Triggers when a lender response is received.
Try ItTriggerInstant
