Finmo + Google Sheets
Add new deals submitted in Finmo to Google Sheets rows
Store and manage your deal data without the manual updates. For each new deal in Finmo, this Zap automatically creates a new row in a Google Sheets spreadsheet with all pertinent information.
Store and manage your deal data without the manual updates. For each new deal in Finmo, this Zap automatically creates a new row in a Google Sheets spreadsheet with all pertinent information.
- When this happens...Deal Submitted
Triggers when the deal is pushed to expert or submitted to a lender.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
- Free forever for core features
- 14 day trial for premium features & apps
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
