How to connect Plumsail Documents + Finmo
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Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.Try ItTriggerInstant
Triggers when the deal is pushed to expert or submitted to a lender.Try ItTriggerInstant
Update Document Request Status
Triggers when there is activity on a document request.Try ItTriggerInstant
Deal Note Created
Triggers when a new deal note is added in your team.Try ItTriggerInstant
Application Submitted by Borrower
Triggers when a borrower submits the application.Try ItTriggerInstant
How Plumsail Documents + Finmo Integrations Work
- Step 1: Authenticate Plumsail Documents and Finmo.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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