Finmo + WhatsApp Notifications
Finmo + WhatsApp Notifications
Submit deals in Finmo and send messages in WhatsApp Notifications
Stay on top of your financial deals with this streamlined automation. When a deal is submitted in the Finmo platform, it triggers an immediate message via WhatsApp Notifications. This workflow enables you to communicate deal updates efficiently and promptly, ensuring all relevant parties are kept in the loop.
- When this happens...Deal SubmittedTriggers when the deal is pushed to expert or submitted to a lender.
- automatically do this!Send MessageSends a message to a WhatsApp user.
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More things you can do with Finmo and WhatsApp Notifications
Discover other triggers and actions you can use with Finmo and WhatsApp Notifications
- Update Borrower Email
Triggers when there is a change to the borrower emails.
Try ItTriggerInstant - Borrower User Created
Triggers when a new borrower user is created by the broker.
Try ItTriggerInstant - Deal Note Created
Triggers when a new deal note is added in your team.
Try ItTriggerInstant - Deal Submitted
Triggers when the deal is pushed to expert or submitted to a lender.
Try ItTriggerInstant
- Update Deal Status
Triggers when there is a change to the status of a deal.
Try ItTriggerInstant - Application Started
Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.
Try ItTriggerInstant - Borrower User Credit Pulled
Triggers when a new borrower user has their credit pulled by the broker.
Try ItTriggerInstant - Lender Response Received
Triggers when a lender response is received.
Try ItTriggerInstant
