Airtable + Finmo

Start new Finmo applications and create records in Airtable with line item support

Start your financial applications smoothly with this efficient workflow. When you begin using the Finmo app, it effectively triggers a response to generate a detailed record in your Airtable app, including line item support. This process not only simplifies your record-keeping tasks but also ensures that all your essential information is consolidated in one accessible place. Save time and improve productivity with this streamlined solution.

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.
TriggerInstant
automatically do this!
Create Records (Advanced)
Create up to 10 new records (supports line items).
ActionWrite

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Supported triggers and actions

Update Borrower Email
Triggers when there is a change to the borrower emails.
Trigger
Instant
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Borrower User Created
Triggers when a new borrower user is created by the broker.
Trigger
Instant
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Deal Note Created
Triggers when a new deal note is added in your team.
Trigger
Instant
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Deal Submitted
Triggers when the deal is pushed to expert or submitted to a lender.
Trigger
Instant
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Application Submitted by Borrower
Triggers when a borrower submits the application.
Trigger
Instant
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- BaseRequired
- TableRequired
- Limit to View
- Include attachment content
Trigger
Polling
Try It
- BaseRequired
- TableRequired
- RecordRequired
- CommentRequired
Action
Write

- Cache Copy
- BaseRequired
- TableRequired
Action
Write
- BaseRequired
- TableRequired
- Help Text
- Primary lookup fieldRequired
- Secondary lookup field
Action
Write
- BaseRequired
- TableRequired
- RecordRequired
Action
Write
- BaseRequired
- TableRequired
- Number of RecordsRequired
Action
Write
- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search type
- Search Formula
- Limit to View
Action
Search
- BaseRequired
- Search KeywordRequired
- Search In
Action
Search
- Search KeywordRequired
Action
Search
- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search type
- Search Formula
- Limit to View
Action
Search or write

Update Deal Status
Triggers when there is a change to the status of a deal.
Trigger
Instant
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Application Started
Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.
Trigger
Instant
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Borrower User Credit Pulled
Triggers when a new borrower user has their credit pulled by the broker.
Trigger
Instant
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Lender Response Received
Triggers when a lender response is received.
Trigger
Instant
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Update Document Request Status
Triggers when there is activity on a document request.
Trigger
Instant
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- Help Text
- BaseRequired
- TableRequired
- Last modified time columnRequired
- Limit to view
- Include file contents?
Trigger
Polling
Try It
- BaseRequired
- TableRequired
Action
Write
- NameRequired
- Workspace IDRequired
- Number of TablesRequired
Action
Write
- BaseRequired
- Table NameRequired
- Table Description
- Primary Field Name
- Primary Field Type
Action
Write
- BaseRequired
- TableRequired
- RecordRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- BaseRequired
- TableRequired
- Record IDRequired
Action
Search
- BaseRequired
- Table IDRequired
Action
Search
- BaseRequired
Action
Search

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