Finmo + monday.com
Create items in monday.com when new applications start in Finmo
Streamline your workflow by connecting Finmo and monday.com with this automation. When a new application starts in Finmo, an item will be created in monday.com, helping you keep track of applications more efficiently. Stay organized and save time by setting up this seamless process between your Finmo and monday.com accounts.
Streamline your workflow by connecting Finmo and monday.com with this automation. When a new application starts in Finmo, an item will be created in monday.com, helping you keep track of applications more efficiently. Stay organized and save time by setting up this seamless process between your Finmo and monday.com accounts.
- 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 Item
Create a new Item in a board
- Free forever for core features
- 14 day trial for premium features & apps
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
