Finmo + Gist Integration

Connect Finmo to Gist in 1 click

Integrate Finmo + Gist For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Popular Finmo + Gist Workflows

Create Gist contact for new Finmo applicaion

Automatically creating Gist contact for new Finmo applicaion can help you nurture your leads and close more deals. By automatically adding new contacts to your database, you can stay organized and keep track of your interactions with each lead.

Additionally, automatically generating Gist contact can save you time by eliminating the need to manually add new contacts. Automating this process can help you work more efficiently and close more deals.

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When Application is submitted by borrower in Finmo > Check any condition > Create or Update Contact in Gist

Finmo + Gist Integration

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Create Your Own Finmo & Gist Integration Without Any Code

Create Custom Workflow

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
Contact is created in Gist
Tag is added to contact in Gist Instant
Contact is updated in Gist
Subscribed to a campaign in Gist Instant
Unsubscribed from campaign in Gist Instant
Tag is removed from contact in Gist Instant
Performed an event in Gist Instant
Form is created in Gist
Campaign is created in Gist

Create or Update Contact in Gist
Search contact in Gist
Get contact by id in Gist
Add tag to an existing contact in Gist
Remove tag from existing contact in Gist
Subscribe to a campaign in Gist
Unsubscribe from a campaign in Gist
Search campaign in Gist

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Want to automate something else in your workflow?

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

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

Gist lets you automate your marketing campaigns with ease without any code or technical skills required. Make your life easier by managing customer support through live chat, surveys and smart forms on a single dashboard.

See Gist Integrations