Finmo + Microsoft Teams
Send Microsoft Teams messages when new Finmo lender responses are received
Streamline your lending communications with this workflow. When a lender responds in Finmo, a chat message is promptly sent through Microsoft Teams. It not only ensures swift information exchange but also organizes your lending process, making collaboration effective and efficient.
Streamline your lending communications with this workflow. When a lender responds in Finmo, a chat message is promptly sent through Microsoft Teams. It not only ensures swift information exchange but also organizes your lending process, making collaboration effective and efficient.
- When this happens...Lender Response Received
Triggers when a lender response is received.
- automatically do this!Send Chat Message
Sends a message to an existing chat.
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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
