How to connect Finmo + Trello
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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.
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Send emails in Gmail for new applications submitted by borrowers in Finmo
Send emails in Gmail for new applications submitted by borrowers in FinmoPremium
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 ItBoard
Choosing a board will trigger on all new cards on that board.
List
Requires a board to be selected.
Filter
Try It
Deal Note Created
Triggers when a new deal note is added in your team.
Try ItApplication Submitted by Borrower
Triggers when a borrower submits the application.
Try ItNew Board
Triggers when a new board is added.
Try ItBoard
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
Try It
How Finmo + Trello Integrations Work
- Step 1: Authenticate Finmo and Trello.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
Trello Tutorials
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