eTermin + Finmo Integration

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eTermin + Finmo Integration
1.
  • eTermin
    New appointment booked in eTermin

    Triggers the automation when a new appointment is scheduled

    Instant
  • eTermin
    Appointment is deleted in eTermin

    Triggers the automation when any appointment is deleted

    Instant
  • Finmo
    New deal is created in Finmo

    Triggers the automation when a new deal is created

    Instant
  • Finmo
    Deal note is created in Finmo

    Triggers the automation when a deal note is created

    Instant
  • Finmo
    Deal is submitted in Finmo

    Triggers the automation when a deal is submitted

    Instant
  • Finmo
    Document request status is updated in Finmo

    Triggers the automation when the status of a document request is updated

    Instant
  • Finmo
    Application is submitted by borrower in Finmo

    Triggers the automation when a borrower submits an application

    Instant
2.
  • eTermin
    Create Contact in eTermin

    Adds a new contact to the database

  • eTermin
    Get contact by ID in eTermin

    Retrieves a contact's information based on their id

  • eTermin
    Search contact by email in eTermin

    Finds and retrieves contact information using their email address

  • eTermin
    Create voucher in eTermin

    Generates a new voucher

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