Finmo + Trello
Create Trello comments from new Finmo deal notes
When a broker/agent creates a deal note in Finmo you can use this automation to update your Trello card with the comment.
When a broker/agent creates a deal note in Finmo you can use this automation to update your Trello card with the comment.
- When this happens...Deal Note Created
Triggers when a new deal note is added in your team.
- automatically do this!Create Comment
Writes a new comment on a specific card.
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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.
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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 Trello
Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
