Finmo + Salesmate
Create Salesmate deals from new applications started in Finmo
When you or a client start a Finmo application you can use this integration to automatically create a deal in your Salesmate board of choice. Prep your workflows without slowing down for manual updates.
When you or a client start a Finmo application you can use this integration to automatically create a deal in your Salesmate board of choice. Prep your workflows without slowing down for manual updates.
- 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 Deal
Creates a new Deal, probably with input from previous steps.
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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 ItNew De-Activated User
Triggers when a user is de-activated.
Try It
