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.
- When this happens...Update Deal StatusTriggers when there is a change to the status of a deal.
- automatically 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 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
- Create copies of worksheets in Google Sheets when new applications are submitted by borrowers in Finmo
- 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







