Finmo + Google Calendar
Finmo + Google Calendar
Create Google Calendar events from new applications started in Finmo
It is so easy to connect Finmo to your Google calendar. Use the application started to trigger in Finmo to create a Quick Add Event in Google Calendar to remind you or your team to follow up with that client.
- 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 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
