How to connect Finmo + Looping by Zapier + Mailchimp
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Do even more with Finmo + Looping by Zapier + Mailchimp
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Finmo, Looping by Zapier, and Mailchimp. And don’t forget that you can add more apps and actions to create complex workflows.
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 ItHelp Warning
Loop iteration counter start
Loop iteration counter end
Loop iteration counter increment amount
Maximum number of Loop iterations
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 ItHelp Warning
Values to LoopRequired
Trim Whitespace
Loop iteration counter start
Maximum number of Loop iterations
Help Warning
Values to LoopRequired
Text Delimiter
Trim Whitespace
Loop iteration counter start
Maximum number of Loop iterations
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How Finmo + Looping by Zapier + Mailchimp Integrations Work
- Step 1: Authenticate Finmo, Looping by Zapier, and Mailchimp.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.