created by Jessalyn Monette
Try this Zap FREE for 14 days
Trusted at companies large and small
This Zap works in 8 steps …
- 2.5 minutes to set up
- Get back 1.2 hrs /week
- Be the first to try this zap
This Zap uses the following 5 apps
Finmo
Finmo manages the end to end mortgage process.Trello
Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.Microsoft Exchange
Microsoft Exchange Server is a mail server and calendaring server developed by Microsoft.Microsoft Excel
Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.Filter by Zapier
Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.