Finmo + Google Sheets + Filter by Zapier + Webhooks by Zapier
Send webhooks and add note extracts to Google Sheets rows for new Finmo deal notes
This Zap automatically retrieves deal information when a note of "PFx" is added in Finmo. The data is then exported to a row in a specified Google Sheets spreadsheet. This helps the user extract deal details without the need for manual management.
This Zap automatically retrieves deal information when a note of "PFx" is added in Finmo. The data is then exported to a row in a specified Google Sheets spreadsheet. This helps the user extract deal details without the need for manual management.
- When this happens...Deal Note Created
Triggers when a new deal note is added in your team.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this...Custom Request
Fire off a custom request by providing raw details. Very flexible but unforgiving.
- then do this!
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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
