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.
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 Submitted
Triggers when the deal is pushed to expert or submitted to a lender.
- automatically do this!Send Message
Sends a message to a WhatsApp user.
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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.
Try It
