Finmo + Trello

Create Trello cards from new applications started in Finmo

Save time and have our integration create a card for you in your Trello board and on the specific list. You are able to insert client data and a link to the deal in Finmo within the Trello card description to allow access to your deal from your CRM.

Save time and have our integration create a card for you in your Trello board and on the specific list. You are able to insert client data and a link to the deal in Finmo within the Trello card description to allow access to your deal from your CRM.

  1. When this happens...
    FinmoFinmo
    Application Started

    Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.

    TriggerInstant
  2. automatically do this!
    TrelloTrello
    Create Card

    Triggers when a new card is added.

    ActionWrite
Start free with email
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

  • Finmo triggers, actions, and search

    Update Borrower Email

    Triggers when there is a change to the borrower emails.

    Trigger
    Instant
    Try It
  • Finmo triggers, actions, and search

    Borrower User Created

    Triggers when a new borrower user is created by the broker.

    Trigger
    Instant
    Try It
  • Finmo triggers, actions, and search

    Deal Note Created

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

    Trigger
    Instant
    Try It
  • Finmo triggers, actions, and search

    Deal Submitted

    Triggers when the deal is pushed to expert or submitted to a lender.

    Trigger
    Instant
    Try It
finmo logo
finmo logo

About Finmo

Finmo manages the end to end mortgage process.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
trello logo
trello logo

About Trello

Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
Learn more

Related categories

  • Project Management

Similar apps

Planview AgilePlace integrationsPlanview AgilePlace integrations

Planview AgilePlace

Project Management
Kanban Tool integrationsKanban Tool integrations

Kanban Tool

Project Management
MeisterTask integrationsMeisterTask integrations

MeisterTask

Project Management