7todos + Finmo Integration

Connect 7todos to Finmo - Automate your workflows in 1-click

Make use of 7todos automations to improve team communication and gain real-time visibility into project progress. Make use of Finmo automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. And automate all the repetitive tasks between 7todos & Finmo using Integrately.

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Ready Workflows For 7todos + Finmo Integration

Just click on the workflow you want to automate

Create 7todos 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 7todos 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 7todos, creating task in 7todos is now easier than ever. Whenever a deal is created in Finmo, you can automatically create a corresponding task in 7todos to keep your team up-to-date.

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Create 7todos task for new Finmo applicaion

Automatically creating a 7todos 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 7todos 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!

Activate

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Create Your Own 7todos & Finmo Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

New deal is created in Finmo
Triggers the automation whenever a new deal is created
Instant
Deal note is created in Finmo
Triggers the automation whenever a deal note is created
Instant
Deal is submitted in Finmo
Triggers the automation whenever a deal is submitted
Instant
Document request status is updated in Finmo
Triggers the automation whenever the status of a document request is updated
Instant
Application is submitted by borrower in Finmo
Triggers the automation whenever a borrower submits an application
Instant

Create Task in 7todos
Automatically creates a new task

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

See Pricing

Integrate 7todos & Finmo In 1 Click
And Save Time & Money Both

Integrately is the only automation solution you will ever need. With 1200+ apps and 20 million+ ready 1-click automations, Integrately can automate almost any task from your workflow. Plus, our AI automation builder and 24/5 live chat support make it easy to get started. To top it off, you get a free forever plan. Sign up for Integrately now & start automating!

Want to automate something else in your workflow?

You Can Also Connect 7todos or Finmo With 1200+ Other Apps

7todos is a simple, powerful task board that keeps you on track. A useful tool for creative people who want to be more productive.

See 7todos 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