Finmo + Google Sheets
Create rows in Google Sheets spreadsheets when new Finmo applications start
With this integration, when an application starts in Finmo, you can treat it as a lead and automatically populate a specified Google Sheets spreadsheet immediately. You can then use the four other triggers in Finmo to continue to update the spreadsheet through the mortgage process.
With this integration, when an application starts in Finmo, you can treat it as a lead and automatically populate a specified Google Sheets spreadsheet immediately. You can then use the four other triggers in Finmo to continue to update the spreadsheet through the mortgage process.
- When this happens...Application Started
Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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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 ItNo Team Drive
SpreadsheetRequired
WorksheetRequired
Try It
