Update document request status in Finmo and add or update opportunities in LeadConnector
Streamline your tasks by setting up this workflow that links the Finmo and LeadConnector apps. Whenever a Document Request status is updated in Finmo, the LeadConnector app quickly adjusts to this change by adding or updating an Opportunity. This seamless integration reduces repetitive data entry and speeds up response to status alterations, ensuring your lead management stays efficient and productive.
Streamline your tasks by setting up this workflow that links the Finmo and LeadConnector apps. Whenever a Document Request status is updated in Finmo, the LeadConnector app quickly adjusts to this change by adding or updating an Opportunity. This seamless integration reduces repetitive data entry and speeds up response to status alterations, ensuring your lead management stays efficient and productive.
- When this happens...Update Document Request Status
Triggers when there is activity on a document request.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
- Free forever for core features
- 14 day trial for premium features & apps
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 ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Deal Note Created
Triggers when a new deal note is added in your team.
Try ItApplication Submitted by Borrower
Triggers when a borrower submits the application.
Try ItIn PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User