Airtable + Finmo
Manage submitted Finmo deals by creating or updating records in Airtable
Maximize efficiency by connecting your Finmo and Airtable applications. Whenever a deal is submitted in Finmo, this workflow will ensure that a new or existing record is promptly created or updated in Airtable. It's an ideal solution for those requiring comprehensive, near real-time updates on their deal submissions without the need for manual data entry. This seamless interaction between Finmo and Airtable provides a practical solution to keep track of deals in an organized way.
Maximize efficiency by connecting your Finmo and Airtable applications. Whenever a deal is submitted in Finmo, this workflow will ensure that a new or existing record is promptly created or updated in Airtable. It's an ideal solution for those requiring comprehensive, near real-time updates on their deal submissions without the need for manual data entry. This seamless interaction between Finmo and Airtable provides a practical solution to keep track of deals in an organized way.
- When this happens...Deal Submitted
Triggers when the deal is pushed to expert or submitted to a lender.
- automatically do this!Create or Update Record
Find and update an existing record, or create a new one.
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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.
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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.
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