Connect Finmo to Microsoft Outlook and automate any workflow

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Microsoft OutlookMicrosoft Outlook
2. Choose an Action
The event an automation performs after it's triggered
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Select a trigger from Finmo

A trigger is an event that starts your Zap and runs the workflow. For example, with Finmo, a trigger could be "Update Borrower Email."
A trigger is the event that kicks off your automated workflow.

Setup an action from Microsoft Outlook

An action is what takes place after the automation is triggered. For example, with Microsoft Outlook, the action could be "Create Event."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Finmo to Microsoft Outlook

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Triggers and actions are the main components of every automated workflow.

Connect Finmo and Microsoft Outlook to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

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An illustration representing how to automate lead management with Zapier.

Connect Finmo and Microsoft Outlook to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • Finmo triggers, actions, and search
    Update Deal Status

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

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  • 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.

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

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

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  • Finmo triggers, actions, and search
    Lender Response Received

    Triggers when a lender response is received.

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Automate Microsoft Outlook: get inspired on the Zapier blog

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About Finmo
Finmo manages the end to end mortgage process.
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    microsoft-outlook logo
    About Microsoft Outlook
    Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
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