Finmo + Microsoft Outlook
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.
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 Created
Triggers when a new deal note is added in your team.
- automatically do this!Send Email
Send an email from your Outlook account.
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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
