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.
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 Started
Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.
- automatically do this!Create Item
Create a new Item in a board
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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 ItBoard IDRequired
Try It