Finmo + Gmail
Finmo + Gmail
Start new Gmail drafts when applications start in Finmo
Begin your work in the Finmo app more efficiently with this convenient workflow. Whenever you start a new application in Finmo, an email draft is instantly set up in Gmail. This saves you time and ensures that any necessary communication related to the new application gets a head-start, facilitating a smoother application process. This effortless automation between Finmo and Gmail assists in staying organized and proactive in your communication style.
- When this happens...Application StartedTriggers when a new deal is created by the broker or when a borrower signs up to start a new application.
- automatically do this!Create DraftCreate a draft email message.
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with Finmo and Gmail
Discover other triggers and actions you can use with Finmo and Gmail
- Update Borrower Email
Triggers when there is a change to the borrower emails.
Try ItTriggerInstant - Borrower User Created
Triggers when a new borrower user is created by the broker.
Try ItTriggerInstant - Deal Note Created
Triggers when a new deal note is added in your team.
Try ItTriggerInstant - Deal Submitted
Triggers when the deal is pushed to expert or submitted to a lender.
Try ItTriggerInstant
- Update Deal Status
Triggers when there is a change to the status of a deal.
Try ItTriggerInstant - Application Started
Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.
Try ItTriggerInstant - Borrower User Credit Pulled
Triggers when a new borrower user has their credit pulled by the broker.
Try ItTriggerInstant - Lender Response Received
Triggers when a lender response is received.
Try ItTriggerInstant
