Finmo + Shape
Create records in Shape when new applications are started in Finmo
Looking for an easy way to follow up with new Finmo applications? Let this Zapier integration automate your intake and follow-up process. This Zapier automation will create records in Shape Software when new deals are created by brokers or new applications are started by customers. Additionally, you can choose to send email/text messages to customers using Shape Software's marketing automation.
Looking for an easy way to follow up with new Finmo applications? Let this Zapier integration automate your intake and follow-up process. This Zapier automation will create records in Shape Software when new deals are created by brokers or new applications are started by customers. Additionally, you can choose to send email/text messages to customers using Shape Software's marketing automation.
- 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 Record
Create a new record within the CRM
- Free forever for core features
- 14 day trial for premium features & apps
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 ItRecord IDRequired
First Name
Last Name
Phone Number
Email Address
