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Finmo + Google Drive

Start new applications in Finmo and create corresponding folders in Google Drive

Start working smarter with this seamless workflow between Finmo and Google Drive. Once you launch an application in Finmo, a new folder will be created in Google Drive. Not only does this process help keep your digital workspace organized, it also saves you time from executing repetitive tasks manually. Take your application workflow to the next level with this automation.

Start working smarter with this seamless workflow between Finmo and Google Drive. Once you launch an application in Finmo, a new folder will be created in Google Drive. Not only does this process help keep your digital workspace organized, it also saves you time from executing repetitive tasks manually. Take your application workflow to the next level with this automation.

  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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