Brevo + Finmo
Create or update Brevo contacts when new borrower users are created in Finmo
When a new borrower user is created in Finmo, this workflow will update or add their contact details in your Brevo database. This seamless integration makes sure that your Brevo contacts always reflect the most recent additions or changes in Finmo. No more manual updates, giving you more time to focus on things that matter. Enjoy enhanced efficiency and data accuracy in your lending and borrowing process.
When a new borrower user is created in Finmo, this workflow will update or add their contact details in your Brevo database. This seamless integration makes sure that your Brevo contacts always reflect the most recent additions or changes in Finmo. No more manual updates, giving you more time to focus on things that matter. Enjoy enhanced efficiency and data accuracy in your lending and borrowing process.
- When this happens...Borrower User Created
Triggers when a new borrower user is created by the broker.
- automatically do this!Add or Update Contact
Adds or updates a contact.
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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
