Brevo + Finmo
Create or update Brevo contacts when new borrower users are created in Finmo
Easily manage your borrower information in real time with this automation. When a new borrower is created in Finmo, their details are immediately updated or added as a new contact in Brevo. This workflow ensures your client information stays current across your applications, saving you the time and effort of manual data entry.
Easily manage your borrower information in real time with this automation. When a new borrower is created in Finmo, their details are immediately updated or added as a new contact in Brevo. This workflow ensures your client information stays current across your applications, saving you the time and effort of manual data entry.
- 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
