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Create Google Drive folders from new applications are submitted by borrowers in Finmo

  1. When this happensStep 1: Application Submitted by Borrower

  2. Then do thisStep 2: Create Folder

When a client submits an application in Finmo you can have this automation create a folder in Google Drive automatically. It is able to place it in the parent folder of your choice, thereby saving you important time as you work through your mortgage files.

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Connect Finmo + Google Drive in Minutes

It's easy to connect Finmo + Google Drive and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

InstantApplication Started

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

InstantDeal Submitted

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

InstantUpdate Document Request Status

Triggers when there is activity on a document request.

New File in Folder

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

Updated File

Triggers when a file is updated in a specific folder (but not its subfolders).

InstantDeal Note Created

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

InstantApplication Submitted by Borrower

Triggers when a borrower submits the application.

New File

Triggers when any new file is added (inside of any folder).

New Folder

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