Finmo integration with Pipedrive
How to Create Pipedrive deals from new applications started in Finmo
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Pipedrive deals from new applications started in Finmo" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Finmo integrations
Use Finmo's integration with this integration to connect to your Gmail account. Use the application started trigger, along with a specified delay, then have a customiz...
Finmo actions
Nekton can use any feature that is available in Finmo API.
Using our advanced AI, you can easily create custom automations for Finmo.
Here are some typical actions you can do in your automated workflows.
Application Started
Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.
Deal Submitted
Triggers when the deal is pushed to expert or submitted to a lender.
Update Document Request Status
Triggers when there is activity on a document request.
Deal Note Created
Triggers when a new deal note is added in your team.
Application Submitted by Borrower
Triggers when a borrower submits the application.
About Finmo
Finmo manages the end to end mortgage process.