Finmo + OneDrive

Finmo + OneDrive integrations

Create folders in OneDrive for new applications submitted by borrowers in Finmo

Stay organized and efficient with this automation of Finmo and OneDrive! When a borrower submits an application in Finmo, a new folder is created in OneDrive. This streamlines your loan processes, helping you keep all your crucial files organized and easily accessible for faster, more convenient loan processing.

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TriggerPolling
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ActionWrite

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More things you can do with Finmo and OneDrive

Discover other triggers and actions you can use with Finmo and OneDrive

Update Borrower Email
Triggers when there is a change to the borrower emails.
Trigger
Instant
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Borrower User Created
Triggers when a new borrower user is created by the broker.
Trigger
Instant
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Deal Note Created
Triggers when a new deal note is added in your team.
Trigger
Instant
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Deal Submitted
Triggers when the deal is pushed to expert or submitted to a lender.
Trigger
Instant
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Application Submitted by Borrower
Triggers when a borrower submits the application.
Trigger
Instant
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- Folder
Trigger
Polling
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- Folder
Trigger
Polling
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- File or Folder
  Required
Action
Write
- Folder
- File
  Required
- File Name
Action
Write
- Copy
- File or Folder
  Required
- Destination Folder
- New Name
Action
Write
- Browse to Folder
- File to Replace
  Required
- File
  Required
- New Name
Action
Write
- File or Folder
- Link Type
  Required
- Link Scope
- Expiration Date
- Retain Inherited Permissions
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Copy
- Search Query
  Required
Action
Search
- KQL Query
  Required
Action
Search
- File or Folder
  Required
Action
Search

Update Deal Status
Triggers when there is a change to the status of a deal.
Trigger
Instant
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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
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Borrower User Credit Pulled
Triggers when a new borrower user has their credit pulled by the broker.
Trigger
Instant
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Lender Response Received
Triggers when a lender response is received.
Trigger
Instant
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Update Document Request Status
Triggers when there is activity on a document request.
Trigger
Instant
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- Folder
Trigger
Polling
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- File or Folder to Copy
- Destination Folder
- New Name
- Conflict Behavior
- Copy Children Only
- Include Version History
Action
Write
- Copy
- Folder
- File
  Required
- Export format
  Required
Action
Write
- Folder
- Folder Name
  Required
Action
Write
- File or Folder
  Required
- Email Address
- Permission ID
Action
Write
- File or Folder
- Recipients
  Required
- Permission Level
  Required
- Message
- Require Sign In
- Send Email Invitation
- Expiration Date
- Retain Inherited Permissions
Action
Write
- Folder
- File Name
  Required
- Text Content
  Required
Action
Write
- Drive ID
  Required
Action
Search
- File ID
  Required
Action
Search
- Copy
- Search Query
  Required
Action
Search

About Finmo

Finmo manages the end to end mortgage process.

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CRM (Customer Relationship Management)

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About OneDrive

OneDrive, Microsoft's file sync app formerly known as SkyDrive, lets you store your files online, edit Office documents in the free Office Web Apps, and easily access your online files from your PC.

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Related categories

File Management & Storage

Microsoft

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