Finmo + WhatsApp Notifications
Submit deals in Finmo and send messages in WhatsApp Notifications
Stay on top of your financial deals with this streamlined automation. When a deal is submitted in the Finmo platform, it triggers an immediate message via WhatsApp Notifications. This workflow enables you to communicate deal updates efficiently and promptly, ensuring all relevant parties are kept in the loop.
Stay on top of your financial deals with this streamlined automation. When a deal is submitted in the Finmo platform, it triggers an immediate message via WhatsApp Notifications. This workflow enables you to communicate deal updates efficiently and promptly, ensuring all relevant parties are kept in the loop.
- When this happens...Deal Submitted
Triggers when the deal is pushed to expert or submitted to a lender.
- automatically do this!Send Message
Sends a message to a WhatsApp user.
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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
