Asana + Finmo
Start new tasks in Asana when applications launch in Finmo
Kickstart your productivity with this tailored workflow. When you start a new application in Finmo, an immediate Asana task is created for progress tracking. This seamless automation system improves your efficiency, by keeping all your tasks in one place and helping you monitor the progression swiftly.
Kickstart your productivity with this tailored workflow. When you start a new application in Finmo, an immediate Asana task is created for progress tracking. This seamless automation system improves your efficiency, by keeping all your tasks in one place and helping you monitor the progression swiftly.
- 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 Task
Creates a new task in Asana with specified details.
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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
