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Finmo + Trello

Finmo + Trello

Finmo + Trello integrations

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.

  1. When this happens...
    Application Started
    Application Started
    Application StartedTriggers when a new deal is created by the broker or when a borrower signs up to start a new application.
  2. automatically do this!
    Create Card
    Create Card
    Create CardAdds a new card on a specific board and list.
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More things you can do with Finmo and Trello

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

  • Finmo triggers, actions, and search
    Update Borrower Email

    Triggers when there is a change to the borrower emails.

    Trigger
    Instant
    Try It
  • Finmo triggers, actions, and search
    Borrower User Created

    Triggers when a new borrower user is created by the broker.

    Trigger
    Instant
    Try It
  • Finmo triggers, actions, and search
    Deal Note Created

    Triggers when a new deal note is added in your team.

    Trigger
    Instant
    Try It
  • Finmo triggers, actions, and search
    Deal Submitted

    Triggers when the deal is pushed to expert or submitted to a lender.

    Trigger
    Instant
    Try It
  • Finmo triggers, actions, and search
    Update Deal Status

    Triggers when there is a change to the status of a deal.

    Trigger
    Instant
    Try It
  • Finmo triggers, actions, and search
    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
    Try It
  • Finmo triggers, actions, and search
    Borrower User Credit Pulled

    Triggers when a new borrower user has their credit pulled by the broker.

    Trigger
    Instant
    Try It
  • Finmo triggers, actions, and search
    Lender Response Received

    Triggers when a lender response is received.

    Trigger
    Instant
    Try It
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About Finmo
Finmo manages the end to end mortgage process.
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About Trello
Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
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