Send Gmail emails for new Finmo deal notes
When a broker/agent creates a deal note in Finmo you can use this automation to send a Gmail message to a specific person with the deal note embedded. This can be formatted for whoever is assigned to each deal so the deal notes are being assigned accprdingly.
- When this happens...Deal Note CreatedTriggers when a new deal note is added in your team.
- automatically do this!Send EmailTriggers when a new email appears in the specified mailbox.
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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
Related Zap Templates
- Send Gmail emails for new applications started in Finmo
- Send Gmail emails for new Finmo applications submitted by borrowers
- Start new Finmo applications and create labels in Gmail instantly
- Send emails in Gmail when new deals are submitted in Finmo
- Start new Gmail drafts when applications start in Finmo







