Brevo + Finmo
Update contacts in Brevo when new applications are submitted in Finmo
Stay focused on evaluating borrower applications in Finmo without the worry of updating contact details in Brevo. This automation promptly updates the contact information in Brevo every time a borrower submits an application in Finmo. In this way, your workflow efficiency is enhanced, and your contact list in Brevo stays current without needing constant manual data updates.
Stay focused on evaluating borrower applications in Finmo without the worry of updating contact details in Brevo. This automation promptly updates the contact information in Brevo every time a borrower submits an application in Finmo. In this way, your workflow efficiency is enhanced, and your contact list in Brevo stays current without needing constant manual data updates.
- When this happens...Application Submitted by Borrower
Triggers when a borrower submits the application.
- 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
