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Finmo + Trello Integrations

How to connect Finmo + Trello

Zapier lets you send info between Finmo and Trello automatically—no code required. With 5,000+ supported apps, the possibilities are endless.

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Finmo logo
Trello logo

Do Even More with Finmo + Trello

With Zapier, you can do more than just connect 2 apps—you can automate entire processes from beginning to end! Here are some popular ways users make their Finmo + Trello workflows do more for them.

  • Zapier users love adding Delay by Zapier to their workflows

    Send emails in Gmail for new applications submitted by borrowers in Finmo

    Premium
    Send emails in Gmail for new applications submitted by borrowers in Finmo
    • Delay by Zapier logo
    • Trello logo
    Delay by Zapier + Finmo + Gmail + 3 more

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
    • Board

      Choosing a board will trigger on all new cards on that board.

    • List

      Requires a board to be selected.

    • Filter

    Trigger
    Scheduled
    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
    • Board

      If you do not select a board, only activities performed by you will trigger the zap. If you choose a board, activities on all cards on that board will trigger the zap, including cards you are not a member of.

    • List

      Further filter activity by list. Requires a board to be selected.

    • Card

    Trigger
    Scheduled
    Try It

How Finmo + Trello Integrations Work

  1. Step 1: Authenticate Finmo and Trello.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.

Trello Tutorials

finmo logo
finmo logo

About Finmo

Finmo manages the end to end mortgage process.
Learn more

Related categories

  • CRM (Customer Relationship Management)
trello logo
trello logo

About Trello

Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
Learn more

Related categories

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