Finmo + Microsoft Exchange
Send emails in Microsoft Exchange when new deal notes are created in Finmo
Keep your business communications prompt and efficient with this workflow. When you create a deal note in Finmo, an email is immediately sent through Microsoft Exchange, keeping all relevant parties informed and updated. It's a straightforward way to streamline your deal tracking and client communication processes, saving you precious time for other important tasks.
Keep your business communications prompt and efficient with this workflow. When you create a deal note in Finmo, an email is immediately sent through Microsoft Exchange, keeping all relevant parties informed and updated. It's a straightforward way to streamline your deal tracking and client communication processes, saving you precious time for other important tasks.
- When this happens...Deal Note Created
Triggers when a new deal note is added in your team.
- automatically do this!Send Email
Send an email from your Exchange account.
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Update Borrower Email
Triggers when there is a change to the borrower emails.
Try ItBorrower User Created
Triggers when a new borrower user is created by the broker.
Try ItDeal Note Created
Triggers when a new deal note is added in your team.
Try ItDeal Submitted
Triggers when the deal is pushed to expert or submitted to a lender.
Try It
Update Deal Status
Triggers when there is a change to the status of a deal.
Try ItApplication Started
Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.
Try ItBorrower User Credit Pulled
Triggers when a new borrower user has their credit pulled by the broker.
Try ItLender Response Received
Triggers when a lender response is received.
Try It
