Finmo + Todoist
Create Todoist projects for new Finmo loan applications submitted by borrowers
Easily stay organized and track your borrowers' applications with this Finmo-Todoist integration. Once a borrower submits an application in Finmo, a new project will be automatically created in Todoist, helping you manage and prioritize tasks efficiently. Enjoy a seamless workflow, save time, and focus on what matters most - providing excellent service to your clients.
Easily stay organized and track your borrowers' applications with this Finmo-Todoist integration. Once a borrower submits an application in Finmo, a new project will be automatically created in Todoist, helping you manage and prioritize tasks efficiently. Enjoy a seamless workflow, save time, and focus on what matters most - providing excellent service to your clients.
- When this happens...Application Submitted by Borrower
Triggers when a borrower submits the application.
- automatically do this!Create Project
Triggers when a new project is created.
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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
