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Finmo + Zoho Connect

Finmo + Zoho Connect

Finmo + Zoho Connect integrations

Create Zoho Connect tasks in board from new applications started in Finmo

When you or a client start a Finmo application this automation will create a task for you in your Zoho Connect board.

When this happens...
Application StartedTriggers when a new deal is created by the broker or when a borrower signs up to start a new application.
TriggerInstant
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Create Task in BoardAdds a new task in a specific board.
ActionWrite

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More things you can do with Finmo and Zoho Connect

Discover other triggers and actions you can use with Finmo and Zoho Connect

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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- Network
  Required
- Group
Trigger
Instant
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- Network
  Required
- Group
Trigger
Instant
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- Network
  Required
- Board
  Required
Trigger
Instant
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- Network
  Required
Trigger
Instant
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- Network
  Required
- Board
Trigger
Instant
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- Network
  Required
- Board
  Required
- Section
- Task Title
  Required
- Description
- Assignees
- Start Date
- Due Date
- Priority
- Display Image
- Display Name
Action
Write
- Network
  Required
- Group
  Required
- Content
  Required
- Link Url
- Link Title
- Link Description
- Display Image
- Display Name
Action
Write
- Network
  Required
- Email Address
  Required
- Member Type
- Groups
Action
Write
- Network
  Required
- Task Title
  Required
- Description
- Assignees
- Start Date
- Due Date
- Priority
- Display Image
- Display Name
Action
Write

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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- Network
  Required
- Group
Trigger
Instant
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- Network
  Required
- Group
Trigger
Instant
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- Network
  Required
- Group
  Required
Trigger
Instant
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- Network
  Required
- Board
Trigger
Instant
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- Network
  Required
- Board
Trigger
Instant
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- Network
  Required
- Group
  Required
- Event Title
  Required
- Start Date & Time
  Required
- Is All Day Event
- End Date & Time
- Location
- Description
- Display Image
- Display Name
Action
Write
- Network
  Required
- Group
  Required
- Email Address
  Required
Action
Write
- Network
  Required
- Event Title
  Required
- Is All Day Event
- Start Date & Time
  Required
- End Date & Time
- Invite Group
- Invite Users
- Location
- Description
- Display Image
- Display Name
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

About Finmo

Finmo manages the end to end mortgage process.

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About Zoho Connect

From ideas to execution, Zoho Connect is your organization's private social network that redefines the way your employees and teams share information and collaborate with each other.

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