Finmo + Shape
Create records in Shape when new applications are started in Finmo
Looking for an easy way to follow up with new Finmo applications? Let this Zapier integration automate your intake and follow-up process. This Zapier automation will create records in Shape Software when new deals are created by brokers or new applications are started by customers. Additionally, you can choose to send email/text messages to customers using Shape Software's marketing automation.
Looking for an easy way to follow up with new Finmo applications? Let this Zapier integration automate your intake and follow-up process. This Zapier automation will create records in Shape Software when new deals are created by brokers or new applications are started by customers. Additionally, you can choose to send email/text messages to customers using Shape Software's marketing automation.
- 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 Record
Create a new record within the CRM
- Free forever for core features
- 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
