Finmo + Geckoboard Integration

Connect Finmo to Geckoboard in 1 click

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1.
  • 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
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2.

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Ready Workflows Ready Workflows   for Finmo + Geckoboard Integration

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Most popular automationmost-popular-automations
Finmo + OpenAI (GPT-3 & DALL·E) + Geckoboard Integration

Use AI to moderate Finmo submissions and Update custom text widget in Geckoboard

This automation allows you to automate the moderation process for Finmo submissions and update relevant records in your Geckoboard based on the moderation analysis.

Here's how it works:
 1. Finmo: Whenever a Application is submitted by borrower, the automation will be triggered.
 2. OpenAI (GPT-3 & DALL·E): You can use AI to analyze the form submission content and check for any moderation issues such as inappropriate language or sensitive information, or policy violations. Pass the Finmo data to AI for moderation checks.
 3. Geckoboard: Based on the moderation analysis from AI, the record in your Geckoboard corresponding to the email address incoming from Finmo will be updated accordingly.

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Automations

Top 10 Most Popular Finmo Automations from
Integrately Community

Just click on the workflow you want to automate

Finmo logo
Smartsheet logo
Create Smartsheet row for new Finmo applicaion
Activate
Finmo logo
ClickSend SMS logo
Send ClickSend SMS message for new Finmo applicaion
Finmo logo
CompanyHub logo
Create CompanyHub record for new Finmo applicaion
Finmo logo
Salesforce logo
Create Salesforce record for new Finmo applicaion
Finmo logo
Zoho CRM logo
Create Zoho CRM module for new Finmo applicaion
Finmo logo
Smartsheet logo
Create Smartsheet row for new Finmo applicaion
Activate
Finmo logo
ClickSend SMS logo
Send ClickSend SMS message for new Finmo applicaion
Finmo logo
CompanyHub logo
Create CompanyHub record for new Finmo applicaion
Finmo logo
Salesforce logo
Create Salesforce record for new Finmo applicaion
Finmo logo
Zoho CRM logo
Create Zoho CRM module for new Finmo applicaion
Finmo logo
Zoho Creator logo
Create Zoho Creator record for new Finmo applicaion
Finmo logo
Zoho Sheet logo
Create Zoho Sheet row for new Finmo applicaion
Finmo logo
GoHighLevel (Legacy) logo
Create GoHighLevel opportunity for new Finmo deal
Activate
Finmo logo
Teamup Calendar logo
Create Teamup Calendar event for new Finmo applicaion
Finmo logo
Fluid Pay logo
Create Fluid Pay contact from new Finmo applicaion
Finmo logo
Zoho Creator logo
Create Zoho Creator record for new Finmo applicaion
Finmo logo
Zoho Sheet logo
Create Zoho Sheet row for new Finmo applicaion
Finmo logo
GoHighLevel (Legacy) logo
Create GoHighLevel opportunity for new Finmo deal
Activate
Finmo logo
Teamup Calendar logo
Create Teamup Calendar event for new Finmo applicaion
Finmo logo
Fluid Pay logo
Create Fluid Pay contact from new Finmo applicaion

Top 10 Most Popular Geckoboard Automations from
Integrately Community

Most popularmost-popular-automations
01
Keap Max Classic logo
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Update Geckoboard custom text widget for new Keap Max Classic contact
02
Encharge logo
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Update Geckoboard custom text widget for new Encharge person
03
Simvoly logo
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Update Geckoboard custom text widget for new Simvoly contact
04
SendFox logo
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Update Geckoboard custom text widget for new SendFox contact
05
GetResponse logo
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Update Geckoboard custom text widget for new GetResponse contact
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06
Acumbamail logo
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Update Geckoboard custom text widget for new Acumbamail contact
07
KickoffLabs logo
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Update Geckoboard custom text widget for new KickoffLabs contact
08
YOUZABILITY logo
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Update Geckoboard custom text widget for new YOUZABILITY contact
09
SendPulse logo
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Update Geckoboard custom text widget for new SendPulse contact
10
Squeezify logo
Geckoboard logo
Update Geckoboard custom text widget for new Squeezify contact
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Want to automate something else in your workflow?

You Can Also Connect Finmo or Geckoboard With 1400+ Other Apps

Finmo
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.
Geckoboard
Geckoboard
Geckoboard transforms complex data into meaningful visuals that surface critical insights your whole team can act on. It's super-fast, super-easy to use and it works across your favorite tools, so you can get results fast.