Finmo + RingCentral

Finmo + RingCentral integrations

Create new RingCentral contacts when applications start in Finmo

Manage your communications efficiently with this Finmo to RingCentral workflow. As soon as a new application kicks off in Finmo, a corresponding contact is instantly created in RingCentral. This automation not only optimizes your communication process but also ensures you are consistently up-to-speed with important contacts. The result is a smoother, more effective work process that gives you more time to focus on key tasks.

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.
TriggerInstant
automatically do this!
Create ContactCreates a new external contact in personal address book.
ActionWrite

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More things you can do with Finmo and RingCentral

Discover other triggers and actions you can use with Finmo and RingCentral

Update Borrower Email
Triggers when there is a change to the borrower emails.
Trigger
Instant
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Borrower User Created
Triggers when a new borrower user is created by the broker.
Trigger
Instant
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Deal Note Created
Triggers when a new deal note is added in your team.
Trigger
Instant
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Deal Submitted
Triggers when the deal is pushed to expert or submitted to a lender.
Trigger
Instant
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Application Submitted by Borrower
Triggers when a borrower submits the application.
Trigger
Instant
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- Description
- Call Log Type
  Required
- View
  Required
- Phone Number
- Extension Number
- Direction
- Recording Type
- Missed Calls Filter
- Results
- Delay By
Trigger
Polling
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Do Not Disturb (DND) Presence Updated
Triggers when a user wants to change the Do Not Disturb (DND) presence status.
Trigger
Instant
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- Description
- Call Log Type
  Required
- Delay By
Trigger
Polling
Try It
- Type
- Status
  Required
Trigger
Instant
Try It
- Duration Unit
- Time Format
- Format
Trigger
Instant
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- Documentation
- How do you want to specify the chat Id?
  Required
- Text
  Required
Action
Write
- Phone Number
  Required
Action
Write
- Phone Number To
  Required
- File
  Required
- Resolution
- Send Time
- Cover Page Text
- Cover Page Type
Action
Write
- Lookup By
  Required
- First Name
- Last Name
- Middle Name
- Nick Name
- Company
- Job Title
- Email
- Email 2
- Email 3
- Birthday
- Web Page
- Notes
- Home Phone
- Home Phone 2
- Business Phone
- Business Phone 2
- Mobile Phone
- Business Fax
- Company Phone
- Assistant Phone
- Car Phone
- Other Phone
- Other Fax
- Callback Phone
- Home Address Street
- Home Address City
- Home Address State
- Home Address Zip
- Home Address Country
- Business Address Street
- Business Address City
- Business Address State
- Business Address Zip
- Business Address Country
- Other Address Street
- Other Address City
- Other Address State
- Other Address Zip
- Other Address Country
- Dialing Plan
Action
Write

Update Deal Status
Triggers when there is a change to the status of a deal.
Trigger
Instant
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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.
Trigger
Instant
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Borrower User Credit Pulled
Triggers when a new borrower user has their credit pulled by the broker.
Trigger
Instant
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Lender Response Received
Triggers when a lender response is received.
Trigger
Instant
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Update Document Request Status
Triggers when there is activity on a document request.
Trigger
Instant
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Call Ended
Triggers when a call has been ended.
Trigger
Instant
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Missed Call
Triggers when there is a new missed call.
Trigger
Instant
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- Type
Trigger
Instant
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New Voicemail
Triggers when there is a new incoming voicemail.
Trigger
Instant
Try It
- First Name
- Last Name
- Middle Name
- Nick Name
- Company
- Job Title
- Email
- Email 2
- Email 3
- Birthday
- Web Page
- Notes
- Home Phone
- Home Phone 2
- Business Phone
- Business Phone 2
- Mobile Phone
- Business Fax
- Company Phone
- Assistant Phone
- Car Phone
- Other Phone
- Other Fax
- Callback Phone
- Home Address Street
- Home Address City
- Home Address State
- Home Address Zip
- Home Address Country
- Business Address Street
- Business Address City
- Business Address State
- Business Address Zip
- Business Address Country
- Other Address Street
- Other Address City
- Other Address State
- Other Address Zip
- Other Address Country
- Dialing Plan
Action
Write
- Name
  Required
- Allow Join before host
- Mute Audio
- Turn off camera for participants
Action
Write
- Phone Number From
  Required
- Caller ID
- Phone Number To
  Required
- Play Prompt
Action
Write
- Type
- Phone Number From
  Required
- Phone Number To
  Required
- Text
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

About Finmo

Finmo manages the end to end mortgage process.

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CRM (Customer Relationship Management)

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About RingCentral

RingCentral provides cloud-based communication system to modern businesses of all sizes. The system enables companies with voice, SMS, video, Fax, and team collaboration services on all major desktop and mobile platforms. All devices, services, and users can be managed through our PBX and administrative capability designed for Enterprise IT.

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Related categories

Phone & SMS