Dropbox + Finmo
Create Dropbox folders for every new application started in Finmo
Streamline your workflow by connecting your Finmo app with Dropbox. Whenever you start an application in Finmo, a new folder will be created in Dropbox, keeping your documents organized and easily accessible. Not only does this save valuable time, it also furthers efficiency in your processes. Promote a seamless organization strategy with this advantageous workflow.
Streamline your workflow by connecting your Finmo app with Dropbox. Whenever you start an application in Finmo, a new folder will be created in Dropbox, keeping your documents organized and easily accessible. Not only does this save valuable time, it also furthers efficiency in your processes. Promote a seamless organization strategy with this advantageous workflow.
- 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 Folder
Triggers when a new folder is added. Make sure the number of files/folders in the watched folder does not exceed 6000.
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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
