Finmo + Google Sheets
Create Google Sheets rows for new credit pulled events in Finmo
Streamline your credit management process with this integration between Finmo and Google Sheets. This automation triggers when a borrower's credit is pulled in Finmo, and then a new row is created inside a selected Google Sheets spreadsheet. This enables you to effortlessly keep track of credit checks, saving you time and reducing the risk of oversights. Stay organized and efficient in your lending operations with this seamless workflow.
Streamline your credit management process with this integration between Finmo and Google Sheets. This automation triggers when a borrower's credit is pulled in Finmo, and then a new row is created inside a selected Google Sheets spreadsheet. This enables you to effortlessly keep track of credit checks, saving you time and reducing the risk of oversights. Stay organized and efficient in your lending operations with this seamless workflow.
- When this happens...Borrower User Credit Pulled
Triggers when a new borrower user has their credit pulled by the broker.
- 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
