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.
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 Borrower
Triggers when a borrower submits the application.
- automatically do this!Send Chat Message
Sends a message to an existing chat.
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Update Borrower Email
Triggers when there is a change to the borrower emails.
Try ItBorrower User Created
Triggers when a new borrower user is created by the broker.
Try ItDeal Note Created
Triggers when a new deal note is added in your team.
Try ItDeal Submitted
Triggers when the deal is pushed to expert or submitted to a lender.
Try It
Update Deal Status
Triggers when there is a change to the status of a deal.
Try ItApplication Started
Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.
Try ItBorrower User Credit Pulled
Triggers when a new borrower user has their credit pulled by the broker.
Try ItLender Response Received
Triggers when a lender response is received.
Try It
