BugHerd + Finmo Integration

Connect BugHerd to Finmo in 1 click

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Popular BugHerd + Finmo Workflows

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Finmo + BugHerd Integration

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

Create BugHerd task for new Finmo applicaion

Automatically creating a BugHerd 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 BugHerd 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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BugHerd + Finmo Integration
1.
  • BugHerd
    Task is created in BugHerd Instant
  • BugHerd
    Task is updated in BugHerd Instant
  • BugHerd
    Comment is created in BugHerd Instant
  • BugHerd
    Project is created in BugHerd
  • 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
2.
  • BugHerd
    Create a new task in BugHerd
  • BugHerd
    Update task in BugHerd
  • BugHerd
    Search task by external id in BugHerd
  • BugHerd
    Add attachment to a task in BugHerd
  • BugHerd
    Add comment to a task in BugHerd
  • BugHerd
    Create a project in BugHerd
3x-10x Less Expensive Than Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Integrate BugHerd & Finmo In 1 Click
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