Shortcut (Clubhouse) + Finmo Integration

Connect Shortcut (Clubhouse) to Finmo - Automate your workflows in 1-click

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Ready workflows for Shortcut (Clubhouse) + Finmo Integration

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Create Shortcut (Clubhouse) card for new Finmo applicaion

Any time a new Finmo applicaion is submitted, this Finmo - Shortcut (Clubhouse)integration will create a new card in Shortcut (Clubhouse) so that the relevant team can track progress. This will ensure that every applicaion is followed up in a timely fashion.

In addition, the Shortcut (Clubhouse) card will provide a clear record of what has been done and what still needs to be done in order to address each applicaion. As a result, this simple automation can save a lot of time and effort while helping to ensure that every Finmo applicaion is dealt with effectively.

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Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between Shortcut (Clubhouse) & Finmo

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New deal is created in Finmo Instant
Deal note is created in Finmo Instant
Deal is submitted in Finmo Instant
Document request status is updated in Finmo Instant
Application is submitted by borrower in Finmo Instant

Create story in Shortcut (Clubhouse)
Search story in Shortcut (Clubhouse)

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Integrate Shortcut (Clubhouse) & Finmo In 1 Click
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Want to automate something else in your workflow?

You Can Also Connect Shortcut (Clubhouse) or Finmo With 1100+ Other Apps

Shortcut (Clubhouse) is a simple to use team management tool with rich features. Teams can easily create new projects, assign tasks, communicate using comments, customize workflows and much more.

See Shortcut (Clubhouse) Integrations

Finmo is an online platform that helps both home buyers and sellers with the mortgage process. It also includes a number of additional ancillary services such as realtor, broker and property manager finder.

See Finmo Integrations