Deal submitted = 30 day post funding phone call Google calendar
“Anytime a deal submitted is created in Finmo, create detailed event in Google Calendar.
Trigger: Use Finmo’s "Application Submitted" event.
Action: Choose “Create Event” in Google Calendar.
Map fields like the client’s name and deal details into the event.
Set the event date for 30 days from the closing date.
Result: A reminder for a follow-up is automatically added to your Google Calendar.
”