Finmo + Google Tasks
Create Google Tasks from new Finmo aplications submitted by borrowers
When a client submits an application in Finmo you can automatically create a task in Google tasks that you can then update through the different stages of triggers in Finmo.
When a client submits an application in Finmo you can automatically create a task in Google tasks that you can then update through the different stages of triggers in Finmo.
- When this happens...Application Submitted by Borrower
Triggers when a borrower submits the application.
- automatically do this!Create Task
Creates a new task.
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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 ItTask ListRequired
Try It
About Finmo
Finmo manages the end to end mortgage process.
Related categories
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Google Tasks
Google Tasks is a very simple task list. Works inside Gmail, Android, and Calendar seamlessly.
