Create CATS task for new Finmo deal
Finmo + CATS Integration
CATS + Finmo Integration
Connect CATS to Finmo in 1 click
Free forever.Use premium features free for 14 days.1.
Candidate is added to a job in CATS Instant- Candidate is created in CATS Instant
- Job is created in CATS Instant
- Job status is changed in CATS Instant
- Candidate is updated in CATS Instant
- Pipeline is updated in CATS Instant
- User is updated in CATS Instant
- Contact is created in CATS Instant
- Contact status is changed in CATS Instant
- Contact is updated in CATS Instant
- Company status is changed in CATS Instant
- Company is updated in CATS Instant
- Company is created in CATS Instant
- Activity is created in CATS Instant
New deal is created in Finmo Instant- Deal note is created in Finmo Instant
- Deal is submitted in Finmo Instant
- Document request status is updated in Finmo Instant
- Application is submitted by borrower in Finmo Instant
2.
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Ready Workflows for CATS + Finmo Integration
Just click on the workflow you want to automate
Most popular automations
Create CATS contact for new Finmo applicaion
When someone completes your Finmo, a new contact is automatically created in your CATS. This way, you can quickly follow up with the applicaion and turn them into a customer!
Plus, all of the information from the Finmo is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Finmo - CATS integration set up makes it easy to manage your customer relationships and grow your business.
See morePlus, all of the information from the Finmo is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Finmo - CATS integration set up makes it easy to manage your customer relationships and grow your business.
Create CATS task for new Finmo applicaion
It's important to stay on top of your customer relationships, and one way to do that is to create CATS tasks for new Finmo applicaions received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.
Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that CATS task for new Finmo applicaion received today - your customers will thank you for it!
See morePlus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that CATS task for new Finmo applicaion received today - your customers will thank you for it!
Create CATS company for new Finmo applicaion
Finmo + CATS Integration
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Our team can create automations for you... At no extra cost!
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Top 10 Most Popular CATS Automations from
Integrately Community
Just click on the workflow you want to automate
Create CATS contact for new Google Sheets row
Create CATS contact for new CompanyHub record
Create CATS contact for new Salesforce record
Create CATS contact for new Airtable record
Create CATS contact for new Notion database item
Create CATS contact for new Google Sheets row
Create CATS contact for new CompanyHub record
Create CATS contact for new Salesforce record
Create CATS contact for new Airtable record
Create CATS contact for new Notion database item
Create CATS contact for new EasyCSV data
Create CATS contact for new Bubble data thing
Create CATS contact for new PostgreSQL row
Create CATS contact for new SeaTable row
Create CATS contact from new Shoplazza customer
Create CATS contact for new EasyCSV data
Create CATS contact for new Bubble data thing
Create CATS contact for new PostgreSQL row
Create CATS contact for new SeaTable row
Create CATS contact from new Shoplazza customer
Top 10 Most Popular Finmo Automations from
Integrately Community
Most popular
01
Create Smartsheet row for new Finmo applicaion
02
Send ClickSend SMS message for new Finmo applicaion
03
Create CompanyHub record for new Finmo applicaion
04
Create Salesforce record for new Finmo applicaion
05
Create Zoho CRM module for new Finmo applicaion
Most popular
01
Create Smartsheet row for new Finmo applicaion
02
Send ClickSend SMS message for new Finmo applicaion
03
Create CompanyHub record for new Finmo applicaion
04
Create Salesforce record for new Finmo applicaion
05
Create Zoho CRM module for new Finmo applicaion
06
Create Zoho Creator record for new Finmo applicaion
07
Create Zoho Sheet row for new Finmo applicaion
08
Create GoHighLevel opportunity for new Finmo deal
09
Create Teamup Calendar event for new Finmo applicaion
10
Create Fluid Pay contact from new Finmo applicaion
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect CATS + Finmo Now 
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Want to automate something else in your workflow?
You Can Also Connect CATS or Finmo With 1400+ Other Apps
CATS
CATS is a simple and affordable applicant tracking system that enables you to track all your applicants in one place. It provides tools to manage the entire recruiting process from job postings to social media networks and generate customized reports.
Finmo
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.
