Finmo + monday.com
Finmo + monday.com
Create items in monday.com when new applications start in Finmo
Streamline your workflow by connecting Finmo and monday.com with this automation. When a new application starts in Finmo, an item will be created in monday.com, helping you keep track of applications more efficiently. Stay organized and save time by setting up this seamless process between your Finmo and monday.com accounts.
- 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 ItemCreate a new Item in a board
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More things you can do with Finmo and monday.com
Discover other triggers and actions you can use with Finmo and monday.com
- 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
