Finmo + Google Sheets
Update rows in Google Sheets spreadsheets with new borrower applications in Finmo
Set up this integration so that, when a client submits an application in Finmo, you'll be able to automate the updating of your broker database spreadsheets. Zapier will automatically pull data from the client application and update the rows in a specified spreadsheet for each application submitted.
Set up this integration so that, when a client submits an application in Finmo, you'll be able to automate the updating of your broker database spreadsheets. Zapier will automatically pull data from the client application and update the rows in a specified spreadsheet for each application submitted.
- When this happens...Application Submitted by Borrower
Triggers when a borrower submits the application.
- automatically do this!Update Spreadsheet Row
Update a row in a specific spreadsheet with optional formatting.
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Update Borrower Email
Triggers when there is a change to the borrower emails.
Try ItBorrower User Created
Triggers when a new borrower user is created by the broker.
Try ItDeal Note Created
Triggers when a new deal note is added in your team.
Try ItDeal Submitted
Triggers when the deal is pushed to expert or submitted to a lender.
Try It
Update Deal Status
Triggers when there is a change to the status of a deal.
Try ItApplication Started
Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.
Try ItBorrower User Credit Pulled
Triggers when a new borrower user has their credit pulled by the broker.
Try ItLender Response Received
Triggers when a lender response is received.
Try It
