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.
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 Submitted
Triggers when the deal is pushed to expert or submitted to a lender.
- 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
