Finmo + Todoist
Update Todoist tasks when new Finmo document request statuses are updated
When there is a change on the document request status in Finmo you can instruct Todoist to update the specific task you previously created.
When there is a change on the document request status in Finmo you can instruct Todoist to update the specific task you previously created.
- When this happens...Update Document Request Status
Triggers when there is activity on a document request.
- automatically do this!Update Task
Updates an existing task.
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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 ItProjectRequired
Try It
About Finmo
Finmo manages the end to end mortgage process.
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Todoist
Managing millions of tasks, Todoist is an online task management app and todo list. It has Web, iPhone, Android, Chrome, Firefox, Outlook flavors (and more!).
