Finmo + Twilio

Finmo + Twilio integrations

Send Twilio text messages for new Finmo deal notes

When a broker/agent creates a deal note in Finmo you can use this automation to send a SMS (text) message with the note contents to a specific team member.

When this happens...
Deal Note CreatedTriggers when a new deal note is added in your team.
TriggerInstant
automatically do this!
Send SMSSend a SMS to a number or numbers.
ActionWrite

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More things you can do with Finmo and Twilio

Discover other triggers and actions you can use with Finmo and Twilio

Update Borrower Email
Triggers when there is a change to the borrower emails.
Trigger
Instant
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Borrower User Created
Triggers when a new borrower user is created by the broker.
Trigger
Instant
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Deal Note Created
Triggers when a new deal note is added in your team.
Trigger
Instant
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Deal Submitted
Triggers when the deal is pushed to expert or submitted to a lender.
Trigger
Instant
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Application Submitted by Borrower
Triggers when a borrower submits the application.
Trigger
Instant
Try It

New Phone Number
Triggers when you add a new phone number.
Trigger
Polling
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New Recording
Triggers when a new recording is available on your account.
Trigger
Polling
Try It

New Transcription
Triggers when a new transcription is available on your account.
Trigger
Polling
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- From Number
  Required
- To_number
  Required
- Message
  Required
- Voice
- Language
- Send Digits
Action
Write
- From Number
  Required
- Alphanumeric Sender ID
- To_number
  Required
- Message
  Required
- Media_url
- Send Large Messages?
Action
Write

Update Deal Status
Triggers when there is a change to the status of a deal.
Trigger
Instant
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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.
Trigger
Instant
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Borrower User Credit Pulled
Triggers when a new borrower user has their credit pulled by the broker.
Trigger
Instant
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Lender Response Received
Triggers when a lender response is received.
Trigger
Instant
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Update Document Request Status
Triggers when there is activity on a document request.
Trigger
Instant
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- Instructions_copy
Trigger
Instant
Try It
- To Number
  Required
- Apply US Prefix
Trigger
Polling
Try It
- To Number
  Required
Trigger
Polling
Try It
- Help Text
- From Number
  Required
- Alphanumeric Sender ID
- To_number
  Required
- Message
  Required
- Media_url
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

About Finmo

Finmo manages the end to end mortgage process.

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CRM (Customer Relationship Management)

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About Twilio

An easy tool for developers to send and receive SMS and voice calls.

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Related categories

Phone & SMS

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