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Finmo + OneDrive Integrations

How to connect Finmo + OneDrive

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Choose a Trigger
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Choose an Action
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Supported triggers and actions

What does this mean?
  • Finmo triggers, actions, and search

    Deal Note Created

    Triggers when a new deal note is added in your team.

    Trigger
    Instant
    Try It
  • Finmo triggers, actions, and search

    Application Submitted by Borrower

    Triggers when a borrower submits the application.

    Trigger
    Instant
    Try It
    • Folder

      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.

    Trigger
    Scheduled
    Try It
    • Folder

      Folder where to place the file. Keep clicking the dropdown to go inside folders. Defaults to the top-level folder if left blank.

    • FileRequired

      Must be a file object from another service (or some text or URL).

    • File Name

      By default, we use the same name and extension as the original file.

    Action
    Write

How Finmo + OneDrive Integrations Work

  1. Step 1: Authenticate Finmo and OneDrive.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
finmo logo
finmo logo

About Finmo

Finmo manages the end to end mortgage process.
Learn more

Related categories

  • CRM (Customer Relationship Management)
onedrive logo
onedrive logo

About OneDrive

OneDrive, Microsoft's file sync app formerly known as SkyDrive, lets you store your files online, edit Office documents in the free Office Web Apps, and easily access your online files from your PC.
Learn more

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