Finmo + Google Sheets
Update rows in Google Sheets spreadsheets with new Finmo deal notes
Whenever a team member enters a deal note in Finmo, with this integration you'll automatically update that comment in a specified Google Sheets spreadsheet. With further Zapier integration, you can use changes in your spreadsheet to trigger emails, create folders, and more!
Whenever a team member enters a deal note in Finmo, with this integration you'll automatically update that comment in a specified Google Sheets spreadsheet. With further Zapier integration, you can use changes in your spreadsheet to trigger emails, create folders, and more!
- When this happens...Deal Note Created
Triggers when a new deal note is added in your team.
- 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
