Finmo + Toggl Track
Finmo + Toggl Track
Start new projects in Toggl Track when applications are started in Finmo
With this workflow, you can easily make your project management more productive. As soon as you start an application within Finmo, a new project will be set up in your Toggl Track account. This automation not only saves you time but also ensures that your projects in Toggl Track stay aligned and up-to-date with tasks in Finmo.
- 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.
- automatically do this!Create ProjectCreates a new Project.
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More things you can do with Finmo and Toggl Track
Discover other triggers and actions you can use with Finmo and Toggl Track
- Update Borrower Email
Triggers when there is a change to the borrower emails.
Try ItTriggerInstant - Borrower User Created
Triggers when a new borrower user is created by the broker.
Try ItTriggerInstant - Deal Note Created
Triggers when a new deal note is added in your team.
Try ItTriggerInstant - Deal Submitted
Triggers when the deal is pushed to expert or submitted to a lender.
Try ItTriggerInstant
- Update Deal Status
Triggers when there is a change to the status of a deal.
Try ItTriggerInstant - Application Started
Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.
Try ItTriggerInstant - Borrower User Credit Pulled
Triggers when a new borrower user has their credit pulled by the broker.
Try ItTriggerInstant - Lender Response Received
Triggers when a lender response is received.
Try ItTriggerInstant
