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Finmo + Trello

Finmo + Trello

Finmo + Trello integrations

Create checklist items in Trello cards when Finmo document request statuses are updated.

When there is a change to the document request status in Finmo send an automated update to your specified Trello card for that client.

  1. When this happens...
    Update Document Request Status
    Update Document Request Status
    Update Document Request StatusTriggers when there is activity on a document request.
  2. automatically do this!
    Create Checklist Item in Card
    Create Checklist Item in Card
    Create Checklist Item in CardCreates a new checklist item in a card.
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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
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  • 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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