Finmo + Google Calendar
Finmo + Google Calendar
Create detailed events in Google Calendar when new deals are submitted in Finmo
Stay on track with your business transactions through this seamless interaction between Finmo and Google Calendar. Every time a deal is finalized in Finmo, this workflow sets up a corresponding event in Google Calendar, detailing the crucial points of the deal. This system not only prompts timely actions but also builds an archive of your transactions, boosting your operational efficiency.
- When this happens...Deal SubmittedTriggers when the deal is pushed to expert or submitted to a lender.
- automatically do this!Create Detailed EventCreate an event by defining each field.
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More things you can do with Finmo and Google Calendar
Discover other triggers and actions you can use with Finmo and Google Calendar
- 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
