Jira Service Desk + Finmo Integration

Connect Jira Service Desk to Finmo in 1 click

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Popular Jira Service Desk + Finmo Workflows

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Finmo + Jira Service Desk Integration

Create Jira Service Desk ticket for new Finmo deal

Finmo is a great tool for managing customer relationships. However, when an deal is created in Finmo, it can be difficult to track the progress of that deal and ensure that all interactions with the customer are documented. This can be a challenge for customer support teams, who need to track every interaction with a customer in order to provide excellent service.

A solution to this problem is to create a ticket in Jira Service Desk whenever an deal is created in Finmo. This will help ensure that all interactions with the customer are documented and tracked and that the customer support team has visibility into the progress of the deal.
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Finmo + Jira Service Desk Integration

Create Jira Service Desk ticket for new Finmo applicaion

Creating Jira Service Desk tickets automatically for every new Finmo applicaion received can help to ensure that each applicaion is dealt with in a timely and efficient manner.

By automatically creating a support ticket, you can help to ensure that each response is routed to the appropriate team member and that follow-up actions are taken in a timely manner. This can help to improve your overall customer satisfaction levels and ensure that each customer receives the best possible service.
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Jira Service Desk + Finmo Integration
1.
  • Jira Service Desk
    Request is created in Jira Service Desk
  • Jira Service Desk
    Request is updated in Jira Service Desk
  • 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
2.
  • Jira Service Desk
    Search request in Jira Service Desk
  • Jira Service Desk
    Comment on request in Jira Service Desk
  • Jira Service Desk
    Create request in Jira Service Desk
  • Jira Service Desk
    Get attachment by ID in Jira Service Desk
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