Finmo + Zoho Connect
Create Zoho Connect tasks in board from new applications started in Finmo
When you or a client start a Finmo application this automation will create a task for you in your Zoho Connect board.
When you or a client start a Finmo application this automation will create a task for you in your Zoho Connect board.
- 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 Task in Board
Adds a new task in a specific board.
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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 ItNetworkRequired
Group
Try It
About Finmo
Finmo manages the end to end mortgage process.
