How to connect Finmo + OneDrive
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Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.Try ItTriggerInstant
Triggers when the deal is pushed to expert or submitted to a lender.Try ItTriggerInstant
Update Document Request Status
Triggers when there is activity on a document request.Try ItTriggerInstant
Folder where to look for the folder. Keep clicking the dropdown to go inside folders. Defaults to the top-level folder if left blank.
Deal Note Created
Triggers when a new deal note is added in your team.Try ItTriggerInstant
Application Submitted by Borrower
Triggers when a borrower submits the application.Try ItTriggerInstant
Folder where to look for the file. Keep clicking the dropdown to go inside folders. Defaults to the top-level folder if left blank.
Include file object?
Note: File object greater than 100MB will cause an error. Set this to NO to exclude file object and avoid errors.
Folder where to place the file. Keep clicking the dropdown to go inside folders. Defaults to the top-level folder if left blank.
Must be a file object from another service (or some text or URL).
By default, we use the same name and extension as the original file.
How Finmo + OneDrive Integrations Work
- Step 1: Authenticate Finmo and OneDrive.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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