Finmo + Google Sheets
Create rows in Google Sheets spreadsheets when new Finmo applications start
With this integration, when an application starts in Finmo, you can treat it as a lead and automatically populate a specified Google Sheets spreadsheet immediately. You can then use the four other triggers in Finmo to continue to update the spreadsheet through the mortgage process.
With this integration, when an application starts in Finmo, you can treat it as a lead and automatically populate a specified Google Sheets spreadsheet immediately. You can then use the four other triggers in Finmo to continue to update the spreadsheet through the mortgage process.
- When this happens...Application Started
Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.
- 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
