Finmo + Trello
Move Trello cards to list when new applications are submitted by borrowers in Finmo
When an application is submitted by a borrower you can use this automation to update and move a specific Trello card on your borrower timeline. You are able to add a significant amount of data on the update to ensure you have everything available in your Trello CRM.
When an application is submitted by a borrower you can use this automation to update and move a specific Trello card on your borrower timeline. You are able to add a significant amount of data on the update to ensure you have everything available in your Trello CRM.
- When this happens...Application Submitted by Borrower
Triggers when a borrower submits the application.
- automatically do this...Update Card
Update a card's name, description, due date, or position in list.
- then do this!Move Card to List
Moves a specific card to a list on a specific board.
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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
