Finmo + DoneDone Integration

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Finmo + DoneDone Integration

Create DoneDone task for new Finmo deal

Imagine this scenario: you've just negotiated a great deal with a potential client, and you want to make sure that the ball is kept in your court by creating a task in DoneDone to ensure that the deal goes through. Wouldn't it be great if there was an easy way to do that right from within Finmo? Well now there is!

With our integration between Finmo and DoneDone, creating task in DoneDone is now easier than ever. Whenever a deal is created in Finmo, you can automatically create a corresponding task in DoneDone to keep your team up-to-date.
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Finmo + DoneDone Integration

Create DoneDone task for new Finmo applicaion

Automatically creating a DoneDone task for every new Finmo applicaion not only eliminates the need for manual data entry, but it also ensures that each response is promptly followed up on.

By using this automation, you can rest assured that no applicaion will fall through the cracks and that your DoneDone team is always on top of things. Plus, automatically creating tasks from new form responses frees up your time so that you can focus on more important things.

So go ahead and set up this automation today!
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Finmo + DoneDone Integration
1.
  • Finmo
    New deal is created in Finmo Instant
  • Finmo
    Deal note is created in Finmo Instant
  • Finmo
    Deal is submitted in Finmo Instant
  • Finmo
    Document request status is updated in Finmo Instant
  • Finmo
    Application is submitted by borrower in Finmo Instant
  • DoneDone
    Task is created in DoneDone
  • DoneDone
    Conversation is created in DoneDone
2.
  • DoneDone
    Create task in DoneDone
  • DoneDone
    Search task in DoneDone
  • DoneDone
    Update task status in DoneDone
  • DoneDone
    Get task detail by id in DoneDone
  • DoneDone
    Create project in DoneDone
  • DoneDone
    Add comment to conversation in DoneDone
  • DoneDone
    Add comment to task in DoneDone
  • DoneDone
    Get conversation detail in DoneDone
  • DoneDone
    Create Conversation in DoneDone
  • DoneDone
    Search conversation in DoneDone
  • DoneDone
    Update conversation status in DoneDone
  • DoneDone
    Add reply to conversation in DoneDone
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2,000 Tasks
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Integrate Finmo & DoneDone In 1 Click
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Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Finmo & DoneDone with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

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