Finmo + Google Sheets
Track Finmo lender responses by creating rows in Google Sheets
Streamline your lending process with this smart automation between Finmo and Google Sheets. When a lender response is received in Finmo, it instantly creates a new row in your selected Google Sheets spreadsheet. This seamless workflow eases your data organization task, allowing you to efficiently track and manage lender responses.
Streamline your lending process with this smart automation between Finmo and Google Sheets. When a lender response is received in Finmo, it instantly creates a new row in your selected Google Sheets spreadsheet. This seamless workflow eases your data organization task, allowing you to efficiently track and manage lender responses.
- When this happens...Lender Response Received
Triggers when a lender response is received.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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Update Borrower Email
Triggers when there is a change to the borrower emails.
Try ItBorrower User Created
Triggers when a new borrower user is created by the broker.
Try ItDeal Note Created
Triggers when a new deal note is added in your team.
Try ItDeal Submitted
Triggers when the deal is pushed to expert or submitted to a lender.
Try It
Update Deal Status
Triggers when there is a change to the status of a deal.
Try ItApplication Started
Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.
Try ItBorrower User Credit Pulled
Triggers when a new borrower user has their credit pulled by the broker.
Try ItLender Response Received
Triggers when a lender response is received.
Try It
