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.
Zapier users love adding Delay by Zapier to their workflows
Send emails in Gmail for new applications submitted by borrowers in FinmoSend emails in Gmail for new applications submitted by borrowers in FinmoPremium
Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.Try ItTriggerInstant
Triggers when the deal is pushed to expert or submitted to a lender.Try ItTriggerInstant
Update Document Request Status
Triggers when there is activity on a document request.Try ItTriggerInstant
Choosing a board will trigger on all new cards on that board.
Requires a board to be selected.
Deal Note Created
Triggers when a new deal note is added in your team.Try ItTriggerInstant
Application Submitted by Borrower
Triggers when a borrower submits the application.Try ItTriggerInstant
Triggers when a new board is added.Try ItTriggerScheduled
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.
Further filter activity by list. Requires a board to be selected.
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.
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