Finmo + Google Sheets
Update deal statuses in Finmo and create spreadsheet rows in Google Sheets
Stay on top of your Finmo deal updates with this convenient workflow that feeds into Google Sheets. Every time there's a change in deal status in Finmo, it will add a new row to your selected spreadsheet in Google Sheets. Perfect for easy tracking and organization, this hassle-free workflow simplifies your financial management with just a few clicks.
Stay on top of your Finmo deal updates with this convenient workflow that feeds into Google Sheets. Every time there's a change in deal status in Finmo, it will add a new row to your selected spreadsheet in Google Sheets. Perfect for easy tracking and organization, this hassle-free workflow simplifies your financial management with just a few clicks.
- When this happens...Update Deal Status
Triggers when there is a change to the status of a deal.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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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
