Trello + Finmo Integrations
How to connect Trello + Finmo
Zapier lets you send info between Trello and Finmo automatically—no code required.
Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.
Adds one or more attachments to a specific card.
Popular Trello + Finmo workflows
Create Trello cards from new applications started in Finmo
Create Trello cards from new applications started in FinmoMove Trello cards to list when new applications are submitted by borrowers in Finmo
Move Trello cards to list when new applications are submitted by borrowers in FinmoCreate checklist items in Trello cards when Finmo document request statuses are updated.
Create checklist items in Trello cards when Finmo document request statuses are updated.Send emails in Gmail for new applications submitted by borrowers in Finmo
Send emails in Gmail for new applications submitted by borrowers in Finmo
Send emails in Gmail for new applications submitted by borrowers in Finmo
Do Even More with Trello + Finmo
With Zapier, you can do more than just connect 2 apps—you can automate entire processes from beginning to end! Here are some popular ways users make their Trello + Finmo workflows do more for them.
Zapier users love adding Delay by Zapier to their workflows
Send emails in Gmail for new applications submitted by borrowers in Finmo
Send emails in Gmail for new applications submitted by borrowers in Finmo
- New BoardTriggers when a new board is added.Trigger
- New CardTriggers when a new card is added.Trigger
- Card ArchivedTriggers when a Card is archived in Trello.Trigger
- New Comment in CardTriggers when a Comment is added to a Card in Trello.Trigger
- New ActivityTriggers when there is activity in Trello.Trigger
- Card Moved to ListTriggers when a Card is moved to a List in Trello,Trigger
- Card DueTriggers at a specified time before a card is due.Trigger
- Card UpdatedTriggers when a Card is updated in Trello.Trigger
- Trello
Triggers when a new checklist is created in Trello.
Scheduled
Trigger
- Trello
Triggers when a new label is created in Trello.
Scheduled
Trigger
- Trello
Triggers when a label is added in a Trello card.
Instant
Trigger
- Trello
Triggers when a new list on a board is added.
Scheduled
Trigger
- Trello
Triggers when this Trello account joins a card.
Scheduled
Trigger
- Trello
Triggers when you get a new notification in Trello.
Scheduled
Trigger
- Trello
Creates a new checklist item in a card.
Scheduled
Action
- Trello
Creates a new board.
Scheduled
Action
- Trello
Adds a new card on a specific board and list.
Scheduled
Action
- Trello
Archives a card.
Scheduled
Action
- Trello
Adds one or more attachments to a specific card.
Scheduled
Action
- Trello
Adds an existing label to a specific card.
Scheduled
Action
- Trello
Moves a specific card to a list on a specific board.
Scheduled
Action
- Trello
Adds one or more members to a specific card.
Scheduled
Action
- Trello
Update a card's name, description, due date, or position in list.
Scheduled
Action
- Trello
Adds a new (or existing) checklist to a card.
Scheduled
Action
- Trello
Closes a board without permanently deleting it.
Scheduled
Action
- Trello
Writes a new comment on a specific card.
Scheduled
Action
- Trello
Completes an existing checklist item in a card.
Scheduled
Action
- Trello
Creates a copy of an existing board.
Scheduled
Action
- Trello
Deletes an existing checklist on a card.
Scheduled
Action
- Trello
Adds a new label on a specific board.
Scheduled
Action
- Trello
Adds a new list on a specific board.
Scheduled
Action
- Trello
Removes an existing label from a card.
Scheduled
Action
- Trello
Finds a label on a particular board by name.
Scheduled
Action
- Trello
Finds a list on a particular board by name.
Scheduled
Action
- Trello
Finds a checklist on a particular board or card by name.
Scheduled
Action
- Trello
Finds a checklist item on a particular checklist by name.
Scheduled
Action
- Trello
Finds a board in your Trello organization by name.
Scheduled
Action
- Trello
Finds a card in your Trello organization by name, given a specified board and list. Does not search archived cards.
Scheduled
Action
- Trello
Finds a member in your Trello organization by name.
Scheduled
Action
- Trello
Finds or creates a specific board label.
Scheduled
Action
- Trello
Finds or creates a specific board list.
Scheduled
Action
- Trello
Finds or creates a specific checklist.
Scheduled
Action
- Trello
Finds or creates a specific organization board.
Scheduled
Action
- Trello
Finds or creates a specific organization card.
Scheduled
Action
- Finmo
Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.
Instant
Trigger
- Finmo
Triggers when a new deal note is added in your team.
Instant
Trigger
- Finmo
Triggers when the deal is pushed to expert or submitted to a lender.
Instant
Trigger
- Finmo
Triggers when a borrower submits the application.
Instant
Trigger
- Finmo
Triggers when there is activity on a document request.
Instant
Trigger
How Trello + Finmo Integrations Work
- Step 1: Authenticate Trello + 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.
Trello Tutorials
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