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Finmo + Microsoft Exchange

Finmo + Microsoft Exchange

Finmo + Microsoft Exchange integrations

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.

  1. When this happens...
    Deal Note Created
    Deal Note Created
    Deal Note CreatedTriggers when a new deal note is added in your team.
  2. automatically do this!
    Send Email
    Send Email
    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

  • Finmo triggers, actions, and search
    Update Borrower Email

    Triggers when there is a change to the borrower emails.

    Trigger
    Instant
    Try It
  • Finmo triggers, actions, and search
    Borrower User Created

    Triggers when a new borrower user is created by the broker.

    Trigger
    Instant
    Try It
  • Finmo triggers, actions, and search
    Deal Note Created

    Triggers when a new deal note is added in your team.

    Trigger
    Instant
    Try It
  • Finmo triggers, actions, and search
    Deal Submitted

    Triggers when the deal is pushed to expert or submitted to a lender.

    Trigger
    Instant
    Try It
  • Finmo triggers, actions, and search
    Update Deal Status

    Triggers when there is a change to the status of a deal.

    Trigger
    Instant
    Try It
  • Finmo triggers, actions, and search
    Application Started

    Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.

    Trigger
    Instant
    Try It
  • Finmo triggers, actions, and search
    Borrower User Credit Pulled

    Triggers when a new borrower user has their credit pulled by the broker.

    Trigger
    Instant
    Try It
  • Finmo triggers, actions, and search
    Lender Response Received

    Triggers when a lender response is received.

    Trigger
    Instant
    Try It
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About Finmo
Finmo manages the end to end mortgage process.
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About Microsoft Exchange
Microsoft Exchange Server is a mail server and calendaring server developed by Microsoft.
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