Finmo + Google Tasks
Updade tasks in Google Tasks when new Finmo deals are submitted
When you push a deal to a lender in Finmo you are able to automate your tasks lists in Google Tasks with the action that was taken in Finmo.
When you push a deal to a lender in Finmo you are able to automate your tasks lists in Google Tasks with the action that was taken in Finmo.
- When this happens...Deal Submitted
Triggers when the deal is pushed to expert or submitted to a lender.
- automatically do this!Update Task
Update an existing 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.
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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.
