Finmo + Trello

Create checklist items in Trello cards when Finmo document request statuses are updated.

When there is a change to the document request status in Finmo send an automated update to your specified Trello card for that client.

When there is a change to the document request status in Finmo send an automated update to your specified Trello card for that client.

  1. When this happens...
    FinmoFinmo
    Update Document Request Status

    Triggers when there is activity on a document request.

    TriggerInstant
  2. automatically do this!
    TrelloTrello
    Create Checklist Item in Card

    Creates a new checklist item in a card.

    ActionWrite
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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)

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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

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