Finmo + Google Tasks
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 this happens...Application Submitted by BorrowerTriggers when a borrower submits the application.
- automatically do this!Create TaskCreates a new task.
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More things you can do with Finmo and Google Tasks
Discover other triggers and actions you can use with Finmo and Google Tasks
- Update Borrower Email
Triggers when there is a change to the borrower emails.
Try ItTriggerInstant - Borrower User Created
Triggers when a new borrower user is created by the broker.
Try ItTriggerInstant - Deal Note Created
Triggers when a new deal note is added in your team.
Try ItTriggerInstant - Deal Submitted
Triggers when the deal is pushed to expert or submitted to a lender.
Try ItTriggerInstant
- Update Deal Status
Triggers when there is a change to the status of a deal.
Try ItTriggerInstant - Application Started
Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.
Try ItTriggerInstant - Borrower User Credit Pulled
Triggers when a new borrower user has their credit pulled by the broker.
Try ItTriggerInstant - Lender Response Received
Triggers when a lender response is received.
Try ItTriggerInstant
