Finmo + Trello
Start new Trello cards when applications start in Finmo
Start your projects on the right track every time an application is launched in Finmo. This workflow creates a new card in Trello once you've begun a new application in Finmo. It's an effortless method to keep all of your tasks organized and ensure that no project detail is overlooked. Get the most out of your project management and financial applications with this seamless integration.
Start your projects on the right track every time an application is launched in Finmo. This workflow creates a new card in Trello once you've begun a new application in Finmo. It's an effortless method to keep all of your tasks organized and ensure that no project detail is overlooked. Get the most out of your project management and financial applications with this seamless integration.
- When this happens...Application Started
Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.
- automatically do this!Create Card
Adds a new card on a specific board and list.
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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
