Finmo and Salesflare
How to connect Finmo
- Via Zapier — 10 operations available. Set it up ↗
- Via Make — 0 modules available. Set it up ↗
What you can automate
- When deal Note Created in Finmo, create opportunity in Salesflare.
- When deal Submitted in Finmo, create opportunity in Salesflare.
About Finmo
Finmo manages the end to end mortgage process.
Finmo operations on Zapier
Triggers (10)
Start a workflow 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.
- Application Submitted by Borrower — Triggers when a borrower submits the application.
- Borrower User Created — Triggers when a new borrower user is created by the broker.
- Borrower User Credit Pulled — Triggers when a new borrower user has their credit pulled by the broker.
- Deal Note Created — Triggers when a new deal note is added in your team.
Show 5 more triggers
- Deal Submitted — Triggers when the deal is pushed to expert or submitted to a lender.
- Lender Response Received — Triggers when a lender response is received.
- Update Borrower Email — Triggers when there is a change to the borrower emails.
- Update Deal Status — Triggers when there is a change to the status of a deal.
- Update Document Request Status — Triggers when there is activity on a document request.
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