Create copies of worksheets in Google Sheets when new applications are submitted by borrowers in Finmo
Accelerate your loan processing workflow with this time-saving automation. Once a borrower submits an application in Finmo, this setup promptly duplicates the details into a new worksheet in Google Sheets. Make your loan management more efficient and organized by having all essential borrower information conveniently placed in one accessible location.
- When this happens...Application Submitted by BorrowerTriggers when a borrower submits the application.
- automatically do this!Copy WorksheetCreates a new worksheet by copying an existing worksheet.
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More things you can do with Finmo and Google Sheets
Discover other triggers and actions you can use with Finmo and Google Sheets
- 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
- Send webhooks and add note extracts to Google Sheets rows for new Finmo deal notes
- 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
- Send webhooks and add note extracts to Google Sheets rows for new Finmo deal notes
- Create Google Sheets rows for new credit pulled events in Finmo







