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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.

  1. When this happens...
    FinmoFinmo
    Deal Submitted

    Triggers when the deal is pushed to expert or submitted to a lender.

    TriggerInstant
  2. automatically do this!
    SlackSlack
    Send Channel Message

    Triggers when a new message is posted to a specific #channel you choose.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Finmo triggers, actions, and search

    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
  • Finmo triggers, actions, and search

    Deal Submitted

    Triggers when the deal is pushed to expert or submitted to a lender.

    Trigger
    Instant
    Try It
  • Finmo triggers, actions, and search

    Update Document Request Status

    Triggers when there is activity on a document request.

    Trigger
    Instant
    Try It
  • Finmo triggers, actions, and search

    Deal Note Created

    Triggers when a new deal note is added in your team.

    Trigger
    Instant
    Try It
  • Finmo triggers, actions, and search

    Application Submitted by Borrower

    Triggers when a borrower submits the application.

    Trigger
    Instant
    Try It
    • Trigger for Bot Messages?

    Trigger
    Instant
    Try It
    • ChannelRequired

    • Trigger for Bot Messages?

    Trigger
    Instant
    Try It
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finmo logo

About Finmo

Finmo manages the end to end mortgage process.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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slack logo
slack logo

About Slack

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

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