Finmo
Kanban Tool

Finmo + Kanban Tool Integration

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Finmo + Kanban Tool Integration

Create Kanban Tool task for new Finmo applicaion

Any time a new Finmo applicaion is submitted, this Finmo - Kanban Toolintegration will create a new task in Kanban Tool so that the relevant team can track progress. This will ensure that every applicaion is followed up in a timely fashion.

In addition, the Kanban Tool task 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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Finmo + Kanban Tool Integration

Create Kanban Tool checklist for new Finmo deal

If you're using Finmo and Kanban Tool to manage your business, you'll want to take advantage of the integration between the two services. When a deal is created in Finmo, a checklist will automatically be created in Kanban Tool.

This makes it easy to keep track of the progress of each deal and ensure that all the necessary steps are taken. To get started, click on activate, connect your Finmo and Kanban Tool accounts and start creating deal!
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