Finmo + Google Sheets + Filter by Zapier + Webhooks by Zapier
Send webhooks and add note extracts to Google Sheets rows for new Finmo deal notes
This Zap automatically retrieves deal information when a note of "PFx" is added in Finmo. The data is then exported to a row in a specified Google Sheets spreadsheet. This helps the user extract deal details without the need for manual management.
This Zap automatically retrieves deal information when a note of "PFx" is added in Finmo. The data is then exported to a row in a specified Google Sheets spreadsheet. This helps the user extract deal details without the need for manual management.
- When this happens...Deal Note Created
Triggers when a new deal note is added in your team.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this...Custom Request
Fire off a custom request by providing raw details. Very flexible but unforgiving.
- then do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
- Free forever for core features
- 14 day trial for premium features & apps
Application Started
Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.
Try ItDeal Submitted
Triggers when the deal is pushed to expert or submitted to a lender.
Try ItUpdate Document Request Status
Triggers when there is activity on a document request.
Try ItURLRequired
Key
Deduplication Key
Xpath
Basic Auth
Headers
Try It
Deal Note Created
Triggers when a new deal note is added in your team.
Try ItApplication Submitted by Borrower
Triggers when a borrower submits the application.
Try ItOnly continue if...Required
Catch Raw Hook
Wait for a new POST, PUT, or GET to a Zapier URL. Gives the request body unparsed (max 2 MB) and also includes headers.
Try It
