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Finmo + Google Drive Integrations

How to connect Finmo + Google Drive

Zapier lets you send info between Finmo and Google Drive automatically—no code required. With 5,000+ supported apps, the possibilities are endless.

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Do Even More with Finmo + Google Drive

With Zapier, you can do more than just connect 2 apps—you can automate entire processes from beginning to end! Here are some popular ways users make their Finmo + Google Drive workflows do more for them.

  • Zapier users love adding Delay by Zapier to their workflows

    Send emails in Gmail for new applications submitted by borrowers in Finmo

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    Send emails in Gmail for new applications submitted by borrowers in Finmo
    • Delay by Zapier logo
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    Delay by Zapier + Finmo + Gmail + 3 more

Supported triggers and actions

What does this mean?
  • Finmo triggers, actions, and search

    Application Started

    Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.

    Trigger
    Instant
    Try It
  • Finmo triggers, actions, and search

    Deal Submitted

    Triggers when the deal is pushed to expert or submitted to a lender.

    Trigger
    Instant
    Try It
  • Finmo triggers, actions, and search

    Update Document Request Status

    Triggers when there is activity on a document request.

    Trigger
    Instant
    Try It
    • Drive

    • Folder

    Trigger
    Scheduled
    Try It
  • Finmo triggers, actions, and search

    Deal Note Created

    Triggers when a new deal note is added in your team.

    Trigger
    Instant
    Try It
  • Finmo triggers, actions, and search

    Application Submitted by Borrower

    Triggers when a borrower submits the application.

    Trigger
    Instant
    Try It
    • Drive

    Trigger
    Scheduled
    Try It
    • Drive

    • Folder

    Trigger
    Scheduled
    Try It

How Finmo + Google Drive Integrations Work

  1. Step 1: Authenticate Finmo and Google Drive.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.

Google Drive Tutorials

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About Finmo

Finmo manages the end to end mortgage process.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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About Google Drive

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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