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Finmo + Google Sheets

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.

  1. When this happens...
    FinmoFinmo
    Application Submitted by Borrower

    Triggers when a borrower submits the application.

    TriggerInstant
  2. automatically do this!
    Google SheetsGoogle Sheets
    Update Spreadsheet Row

    Update a row in a specific spreadsheet.

    ActionWrite
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Supported triggers and actions

  • Finmo triggers, actions, and search

    Update Borrower Email

    Triggers when there is a change to the borrower emails.

    Trigger
    Instant
    Try It
  • Finmo triggers, actions, and search

    Borrower User Created

    Triggers when a new borrower user is created by the broker.

    Trigger
    Instant
    Try It
  • Finmo triggers, actions, and search

    Deal Note Created

    Triggers when a new deal note is added in your team.

    Trigger
    Instant
    Try It
  • Finmo triggers, actions, and search

    Deal Submitted

    Triggers when the deal is pushed to expert or submitted to a lender.

    Trigger
    Instant
    Try It
  • Finmo triggers, actions, and search

    Update Deal Status

    Triggers when there is a change to the status of a deal.

    Trigger
    Instant
    Try It
  • Finmo triggers, actions, and search

    Application Started

    Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.

    Trigger
    Instant
    Try It
  • Finmo triggers, actions, and search

    Borrower User Credit Pulled

    Triggers when a new borrower user has their credit pulled by the broker.

    Trigger
    Instant
    Try It
  • Finmo triggers, actions, and search

    Lender Response Received

    Triggers when a lender response is received.

    Trigger
    Instant
    Try It
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About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.

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