Finmo + Microsoft Teams
Finmo + Microsoft Teams
Send chat messages in Microsoft Teams when new applications are submitted by borrowers in Finmo
Streamline your finance workflow with this automation between Finmo and Microsoft Teams. When a borrower submits an application in Finmo, this workflow will swiftly initiate a chat message in Microsoft Teams. It saves time, enhances internal communication, and ensures that crucial application updates aren't missed.
- When this happens...Application Submitted by BorrowerTriggers when a borrower submits the application.
- automatically do this!Send Chat MessageSends a message to an existing chat.
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More things you can do with Finmo and Microsoft Teams
Discover other triggers and actions you can use with Finmo and Microsoft Teams
- 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
