Finmo + Google Sheets + Filter by Zapier + Webhooks by Zapier
Finmo + Google Sheets + Filter by Zapier + Webhooks by Zapier
Send webhooks and add note extracts to Google Sheets rows for new Finmo deal notes
This Zap automatically retrieves deal information when a note of "PFx" is added in Finmo. The data is then exported to a row in a specified Google Sheets spreadsheet. This helps the user extract deal details without the need for manual management.
- When this happens...Deal Note CreatedTriggers when a new deal note is added in your team.
- automatically do this...Only continue if...Set up rules to specify when this Zap can continue running.
- then do this...Custom RequestFire off a custom request by providing raw details. Very flexible but unforgiving.
- then do this!Create Spreadsheet RowCreate a new row in a specific spreadsheet.
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with these apps
Discover other triggers and actions you can use with Finmo, Filter by Zapier, and more
- 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
- Create rows in Google Sheets spreadsheets when new Finmo applications start
- Add new deals submitted in Finmo to Google Sheets rows
- Create Google Sheets spreadsheet rows from new Finmo applications submitted by borrowers
- Update rows in Google Sheets spreadsheets with new borrower applications in Finmo
- Update Google Sheets spreadsheets rows with new deal submissions in Finmo
- Update rows in Google Sheets spreadsheets with new Finmo deal notes
- Create copies of worksheets in Google Sheets when new applications are submitted by borrowers in Finmo
- Update deal statuses in Finmo and create spreadsheet rows in Google Sheets
- Track Finmo lender responses by creating rows in Google Sheets
- Create Google Sheets rows for new credit pulled events in Finmo
Related Zap Templates
- Create rows in Google Sheets spreadsheets when new Finmo applications start
- Update rows in Google Sheets spreadsheets with new borrower applications in Finmo
- Create copies of worksheets in Google Sheets when new applications are submitted by borrowers in Finmo
- Create Google Sheets rows for new credit pulled events in Finmo









