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Finmo + Google Sheets

Finmo + Google Sheets

Finmo + Google Sheets integrations

Update deal statuses in Finmo and create spreadsheet rows in Google Sheets

Stay on top of your Finmo deal updates with this convenient workflow that feeds into Google Sheets. Every time there's a change in deal status in Finmo, it will add a new row to your selected spreadsheet in Google Sheets. Perfect for easy tracking and organization, this hassle-free workflow simplifies your financial management with just a few clicks.

  1. When this happens...
    Update Deal Status
    Update Deal Status
    Update Deal StatusTriggers when there is a change to the status of a deal.
  2. automatically do this!
    Create Spreadsheet Row
    Create Spreadsheet Row
    Create Spreadsheet RowCreate a new row in a specific spreadsheet.
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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

  • Finmo triggers, actions, and search
    Update Borrower Email

    Triggers when there is a change to the borrower emails.

    Trigger
    Instant
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  • Finmo triggers, actions, and search
    Borrower User Created

    Triggers when a new borrower user is created by the broker.

    Trigger
    Instant
    Try It
  • Finmo triggers, actions, and search
    Deal Note Created

    Triggers when a new deal note is added in your team.

    Trigger
    Instant
    Try It
  • Finmo triggers, actions, and search
    Deal Submitted

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

    Trigger
    Instant
    Try It
  • Finmo triggers, actions, and search
    Update Deal Status

    Triggers when there is a change to the status of a deal.

    Trigger
    Instant
    Try It
  • Finmo triggers, actions, and search
    Application Started

    Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.

    Trigger
    Instant
    Try It
  • Finmo triggers, actions, and search
    Borrower User Credit Pulled

    Triggers when a new borrower user has their credit pulled by the broker.

    Trigger
    Instant
    Try It
  • Finmo triggers, actions, and search
    Lender Response Received

    Triggers when a lender response is received.

    Trigger
    Instant
    Try It
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About Finmo
Finmo manages the end to end mortgage process.
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About Google Sheets
Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
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