Finmo + Flodesk
Start or update Flodesk subscribers when new applications get started in Finmo
Start your workflow easily with Finmo and Flodesk. When an application is initiated in Finmo, this workflow will create or update a subscriber in Flodesk. This integration takes the manual work out of monitoring application statuses and maintaining your subscriber list. A streamlined way to manage your tasks, giving you back the time to concentrate on other business objectives.
Start your workflow easily with Finmo and Flodesk. When an application is initiated in Finmo, this workflow will create or update a subscriber in Flodesk. This integration takes the manual work out of monitoring application statuses and maintaining your subscriber list. A streamlined way to manage your tasks, giving you back the time to concentrate on other business objectives.
- 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/Update Subscriber
Creates a new subscriber or updates an existing one.
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- 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
