Finmo + Shape

Finmo + Shape integrations

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.

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 RecordCreate a new record within the CRM
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Finmo and Shape

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

Update Borrower Email
Triggers when there is a change to the borrower emails.
Trigger
Instant
Try It
Borrower User Created
Triggers when a new borrower user is created by the broker.
Trigger
Instant
Try It
Deal Note Created
Triggers when a new deal note is added in your team.
Trigger
Instant
Try It
Deal Submitted
Triggers when the deal is pushed to expert or submitted to a lender.
Trigger
Instant
Try It
Application Submitted by Borrower
Triggers when a borrower submits the application.
Trigger
Instant
Try It

- First Name
  Required
- Last Name
  Required
- Phone Number
  Required
- Email
  Required
Action
Write
- Record ID
  Required
- Status Name
  Required
Action
Write

Update Deal Status
Triggers when there is a change to the status of a deal.
Trigger
Instant
Try It
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
Try It
Borrower User Credit Pulled
Triggers when a new borrower user has their credit pulled by the broker.
Trigger
Instant
Try It
Lender Response Received
Triggers when a lender response is received.
Trigger
Instant
Try It
Update Document Request Status
Triggers when there is activity on a document request.
Trigger
Instant
Try It
- Record ID
  Required
- First Name
- Last Name
- Phone Number
- Email Address
Action
Write
- Record ID
  Required
Action
Search

About Finmo

Finmo manages the end to end mortgage process.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Shape

Shape is a CRM, sales, and marketing automation platform to enhance productivity and streamline your sales process.

HelpHelp