Finmo + Microsoft Outlook
Create new Microsoft Outlook contacts from started Finmo applications
Streamline your contact management by connecting Finmo and Microsoft Outlook. With this workflow, whenever an application is started in Finmo, a new contact will be created in Microsoft Outlook. Save time and keep your contacts organized with this seamless automation.
Streamline your contact management by connecting Finmo and Microsoft Outlook. With this workflow, whenever an application is started in Finmo, a new contact will be created in Microsoft Outlook. Save time and keep your contacts organized with this seamless automation.
- When this happens...Application Started
Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.
- automatically do this!Create Contact
Creates a new contact.
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- 14 day trial for premium features & apps
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 ItParent FolderRequired
Child Folder
Try It
