Send an email in Microsoft Outlook whenever a new deal note is created in Finmo
Effortlessly stay in the loop with your financial deals with this workflow. When a new deal note is added in the Finmo app, this workflow will immediately send an email through your Microsoft Outlook. Maintain seamless communication and never miss an update on your financial transactions with this efficient process.
- 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 Outlook account.
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More things you can do with Finmo and Microsoft Outlook
Discover other triggers and actions you can use with Finmo and Microsoft Outlook
- 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






