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Finmo update = pre approval letter formatted & draft email with document

Unlock the power of automation with this step-by-step guide to setting up a seamless workflow using Finmo by Lendesk and Zapier. Learn how to trigger actions in Finmo, fetch client information, populate Google Document templates, convert them to PDFs, create draft emails in Gmail, and automate the process. Simplify your workflow and save time with this efficient integration.

Finmo Connectcreated by Finmo Connect
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How Zapier works (57 sec)
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