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Finmo + Google Drive

Start new Google Drive folders when applications start in Finmo

Streamline your workflow with this automation, creating a new Google Drive folder each time you start an application in the Finmo app. This hassle-free system keeps your digital workspace organized, freeing up your time to focus on more important tasks. It's an efficient solution for those wanting to maintain a tidy Google Drive while constantly using the Finmo app.

Streamline your workflow with this automation, creating a new Google Drive folder each time you start an application in the Finmo app. This hassle-free system keeps your digital workspace organized, freeing up your time to focus on more important tasks. It's an efficient solution for those wanting to maintain a tidy Google Drive while constantly using the Finmo app.

  1. When this happens...
    FinmoFinmo
    Application Started

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

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

    Triggers when a new folder is added directly to a specific folder (but not its subfolders).

    ActionWrite
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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
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finmo logo

About Finmo

Finmo manages the end to end mortgage process.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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google-drive logo
google-drive logo

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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