created by Finmo Connect
Try this Zap FREE for 14 days
Trusted at companies large and small
This Zap works in 6 steps …
- 3 minutes to set up
- Get back 10.5 hrs /week
- 8 people use this zap
This Zap uses the following 5 apps
Finmo
Finmo manages the end to end mortgage process.Microsoft Outlook
Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.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.Delay by Zapier
Put your Actions on hold for a specified amount of time before sending data to another app. You can set up scheduled emails, get notified of incomplete tasks, send automatic follow-ups, and automate other tasks on your timeline.OneDrive (2.5.3)
OneDrive, Microsoft's file sync app formerly known as SkyDrive, lets you store your files online, edit Office documents in the free Office Web Apps, and easily access your online files from your PC.