Finmo + Zapier Tables
Start new Finmo applications and create records in Zapier Tables
Streamline your data management with this workflow. Whenever an application is started in the Finmo app, a new record is created in Tables by Zapier. This process ensures you have a real-time overview of app usage, saving you time from manual input and offering you valuable insights promptly.
Streamline your data management with this workflow. Whenever an application is started in the Finmo app, a new record is created in Tables by Zapier. This process ensures you have a real-time overview of app usage, saving you time from manual input and offering you valuable insights promptly.
- When this happens...Application Started
Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.
- automatically do this!Create Record
Creates a new record on a table.
- Free forever for core features
- 14 day trial for premium features & apps
Update Borrower Email
Triggers when there is a change to the borrower emails.
Try ItBorrower User Created
Triggers when a new borrower user is created by the broker.
Try ItDeal Note Created
Triggers when a new deal note is added in your team.
Try ItDeal Submitted
Triggers when the deal is pushed to expert or submitted to a lender.
Try It
Update Deal Status
Triggers when there is a change to the status of a deal.
Try ItApplication Started
Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.
Try ItBorrower User Credit Pulled
Triggers when a new borrower user has their credit pulled by the broker.
Try ItLender Response Received
Triggers when a lender response is received.
Try It
