Finmo + Slack
Send channel messages in Slack for new deals submitted in Finmo
Boost productivity and speed up communication within your team using this workflow. When a deal is submitted in Finmo, it promptly sends a channel message in Slack. This automation ensures each deal update is immediately communicated, keeping the team in the loop and fostering faster responses and decision-making processes.
Boost productivity and speed up communication within your team using this workflow. When a deal is submitted in Finmo, it promptly sends a channel message in Slack. This automation ensures each deal update is immediately communicated, keeping the team in the loop and fostering faster responses and decision-making processes.
- When this happens...Deal Submitted
Triggers when the deal is pushed to expert or submitted to a lender.
- automatically do this!Send Channel Message
Triggers when a new message is posted to a specific #channel you choose.
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Update Borrower Email
Triggers when there is a change to the borrower emails.
Try ItBorrower User Created
Triggers when a new borrower user is created by the broker.
Try ItDeal Note Created
Triggers when a new deal note is added in your team.
Try ItDeal Submitted
Triggers when the deal is pushed to expert or submitted to a lender.
Try It
Update Deal Status
Triggers when there is a change to the status of a deal.
Try ItApplication Started
Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.
Try ItBorrower User Credit Pulled
Triggers when a new borrower user has their credit pulled by the broker.
Try ItLender Response Received
Triggers when a lender response is received.
Try It
