Finmo + Google Calendar
Create Google Calendar events for new Finmo loan applications
Stay organized and on top of your loan applications with this Finmo to Google Calendar workflow. When a borrower submits an application in Finmo, an event with all the necessary details is created in your Google Calendar, helping you track progress and deadlines. Streamline your loan management process with this seamless automation.
Stay organized and on top of your loan applications with this Finmo to Google Calendar workflow. When a borrower submits an application in Finmo, an event with all the necessary details is created in your Google Calendar, helping you track progress and deadlines. Streamline your loan management process with this seamless automation.
- When this happens...Application Submitted by Borrower
Triggers when a borrower submits the application.
- automatically do this!Create Detailed Event
Create an event by defining each field.
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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
