DoneDone + Finmo Integration

Connect DoneDone to Finmo - Automate your workflows in 1-click

Make use of DoneDone 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. Combine the benefits of both with Integrately’s DoneDone + Finmo integration.

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Ready Workflows For DoneDone + Finmo Integration

Just click on the workflow you want to automate

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

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Create DoneDone task for new Finmo applicaion

Automatically creating a DoneDone 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 DoneDone 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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Create Your Own DoneDone & Finmo Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Task is created in DoneDone
Triggers the automation whenever a new task is added
Conversation is created in DoneDone
Triggers the automation whenever a new conversation is initiated
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 DoneDone
Automatically creates a new task
Search task in DoneDone
Automatically searches for a task
Update task status in DoneDone
Automatically updates the status of a task based on predefined conditions
Get task detail by id in DoneDone
Automatically retrieves detailed information for a task using its ID
Create project in DoneDone
Automatically creates a new project
Add comment to conversation in DoneDone
Automatically adds a comment to an ongoing conversation
Add comment to task in DoneDone
Automatically adds a comment to a task with instructions or information
Get conversation detail in DoneDone
Automatically retrieves details and information from a conversation log or chat transcript
Create Conversation in DoneDone
Automatically start a new conversation with speicified recipients
Search conversation in DoneDone
Automatically searches for keywords within a conversation
Update conversation status in DoneDone
Automatically updates the status of a conversation based on particular criteria
Add reply to conversation in DoneDone
Automatically post replies to a conversation

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

See Pricing

Integrate DoneDone & Finmo In 1 Click
And Save Time & Money Both

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

Want to automate something else in your workflow?

You Can Also Connect DoneDone or Finmo With 1200+ Other Apps

DoneDone is a simple bug, issue, and task tracker that's easy to use and understand. Whether tracking projects for your company or support tickets for your customers, it will help you become more productive by keeping track of what needs to be done.

See DoneDone 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