Finmo + Trello
Update deal status in Finmo and create cards in Trello
Boost your project management efficiency with this dynamic workflow. When you update a deal status in Finmo, it initiates a process that creates a new card in Trello. This streamlines your business process, ensuring you stay on top of every deal update without the need to manually replicate the information. Enhance productivity and ensure seamless collaboration across platforms with this easy automation.
Boost your project management efficiency with this dynamic workflow. When you update a deal status in Finmo, it initiates a process that creates a new card in Trello. This streamlines your business process, ensuring you stay on top of every deal update without the need to manually replicate the information. Enhance productivity and ensure seamless collaboration across platforms with this easy automation.
- When this happens...Update Deal Status
Triggers when there is a change to the status of a deal.
- 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
