CraftMyPDF.com + Finmo Integration

Connect CraftMyPDF.com to Finmo - Automate your workflows in 1-click

Leverage CraftMyPDF.com automations to simplify document sharing, feedback collection, and content creation. Make use of Finmo automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Skip the manual back and forth! Easily automate the flow of data between CraftMyPDF.com & Finmo using Integrately.

Get Started For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Ready Workflows For CraftMyPDF.com + Finmo Integration

Just click on the workflow you want to automate

Create CraftMyPDF.com file for new Finmo deal

Finmo + CraftMyPDF.com Integration

Activate

Create CraftMyPDF.com file for new Finmo applicaion

Finmo + CraftMyPDF.com Integration

Activate

1of1

Create Your Own CraftMyPDF.com & 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 when a new deal is created
Instant
Deal note is created in Finmo
Triggers the automation when a deal note is created
Instant
Deal is submitted in Finmo
Triggers the automation when a deal is submitted
Instant
Document request status is updated in Finmo
Triggers the automation when the status of a document request is updated
Instant
Application is submitted by borrower in Finmo
Triggers the automation when a borrower submits an application
Instant

Create PDF in CraftMyPDF.com
Generates a pdf document from input data
Merge PDF URLs in CraftMyPDF.com
Combine multiple pdfs from particular urls into a single document
Create Image in CraftMyPDF.com
Generates images based on predefined parameters
Get account information in CraftMyPDF.com
Retrieves and display account details from the system
Create a new template in CraftMyPDF.com
Creates a new template
Delete PDF Template in CraftMyPDF.com
Deletes a particular pdf template

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

See Pricing

Integrate CraftMyPDF.com & Finmo In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

Want to automate something else in your workflow?

You Can Also Connect CraftMyPDF.com or Finmo With 1200+ Other Apps

CraftMyPDF.com is a simple to use cloud-based document generation service. Its main features are the ability for users to create PDF documents from templates, integrate with other services, and export PDF documents via an API.

See CraftMyPDF.com 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