Update rows in Google Sheets spreadsheets with new borrower applications in Finmo
Set up this integration so that, when a client submits an application in Finmo, you'll be able to automate the updating of your broker database spreadsheets. Zapier will automatically pull data from the client application and update the rows in a specified spreadsheet for each application submitted.
Set up this integration so that, when a client submits an application in Finmo, you'll be able to automate the updating of your broker database spreadsheets. Zapier will automatically pull data from the client application and update the rows in a specified spreadsheet for each application submitted.
- When this happens...Application Submitted by Borrower
Triggers when a borrower submits the application.
- automatically do this!Update Spreadsheet Row
Update a 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