Finmo + Guru Integration

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Popular Finmo + Guru Workflows

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Finmo + Guru Integration

Create Guru card for new Finmo applicaion

Any time a new Finmo applicaion is submitted, this Finmo - Guruintegration will create a new card in Guru so that the relevant team can track progress. This will ensure that every applicaion is followed up in a timely fashion.

In addition, the Guru card will provide a clear record of what has been done and what still needs to be done in order to address each applicaion. As a result, this simple automation can save a lot of time and effort while helping to ensure that every Finmo applicaion is dealt with effectively.
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Finmo + Guru Integration
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
  • Guru
    Card is Created in Guru Instant
  • Guru
    Card is Updated in Guru Instant
  • Guru
    Card is Archived in Guru Instant
  • Guru
    Card is Unfavorited in Guru Instant
  • Guru
    Card is Viewed in Guru Instant
  • Guru
    Card is Verified in Guru Instant
  • Guru
    Card Comment is Created in Guru Instant
  • Guru
    Card Content is Copied in Guru Instant
  • Guru
    Card is Favorited in Guru Instant
  • Guru
    Collection is Created in Guru Instant
  • Guru
    User Added to Group in Guru Instant
  • Guru
    Group is Created in Guru Instant
  • Guru
    Board is Created in Guru Instant
  • Guru
    Tag is Created in Guru Instant
  • Guru
    Card Link is Copied in Guru Instant
2.
  • Guru
    Create Card in Guru
  • Guru
    Search Card in Guru
  • Guru
    Archive Card in Guru
  • Guru
    Create PDF From Guru Card ID in Guru
  • Guru
    Create Group in Guru
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