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.

  1. When this happens...
    FinmoFinmo
    Deal Note Created

    Triggers when a new deal note is added in your team.

    TriggerInstant
  2. automatically do this...
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
  3. then do this...
    Webhooks by ZapierWebhooks by Zapier
    Custom Request

    Fire off a custom request by providing raw details. Very flexible but unforgiving.

    ActionWrite
  4. then do this!
    Google SheetsGoogle Sheets
    Create Spreadsheet Row

    Create a new row in a specific spreadsheet.

    ActionWrite
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Supported triggers and actions

What does this mean?
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finmo logo

About Finmo

Finmo manages the end to end mortgage process.
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Related categories

  • CRM (Customer Relationship Management)

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google-sheets logo

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
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  • Google
  • Spreadsheets

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filter logo

About 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.
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webhook logo

About Webhooks by Zapier

Webhooks simply POST data (or JSON) to a specific URL every time we see something new. Webhooks can also accept data (or JSON) to kick off a workflow in Zapier.
Learn more

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  • Developer Tools
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