Finmo + Microsoft Outlook
Finmo + Microsoft Outlook
Create new folders in Microsoft Outlook whenever applications start in Finmo
Unleash the potential of efficient project management with this handy automation. When you start a new application in Finmo, a corresponding folder is instantaneously created in Microsoft Outlook. This organized arrangement provides easy access to all necessary files for each project, making your task tracking more effective and easily manageable. Experience simplified supervision with this effective tool.
- When this happens...Application StartedTriggers when a new deal is created by the broker or when a borrower signs up to start a new application.
- automatically do this!Create FolderCreate a new mail folder.
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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
