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.
- When this happens...Deal Note CreatedTriggers when a new deal note is added in your team.
- automatically do this!Send EmailSend an email from your Exchange account.
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More things you can do with Finmo and Microsoft Exchange
Discover other triggers and actions you can use with Finmo and Microsoft Exchange
- 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






