Create JobNimbus task for new Finmo deal
Finmo + JobNimbus Integration
Finmo + JobNimbus Integration
Connect Finmo to JobNimbus in 1 click
Free forever.Use premium features free for 14 days.1.
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 JobNimbus Instant- Contact is updated in JobNimbus Instant
- Contact is deleted in JobNimbus Instant
- Work order is created in JobNimbus Instant
- Work order is updated in JobNimbus Instant
- Work order is deleted in JobNimbus Instant
- Material order is created in JobNimbus Instant
- Material order is updated in JobNimbus Instant
- Material order is deleted in JobNimbus Instant
- Task is created in JobNimbus Instant
- Task is updated in JobNimbus Instant
- Task is deleted in JobNimbus Instant
- Job is created in JobNimbus Instant
- Job is updated in JobNimbus Instant
- Job is deleted in JobNimbus Instant
- Invoice is created in JobNimbus Instant
- Invoice is updated in JobNimbus Instant
- Invoice is deleted in JobNimbus Instant
- Estimate is created in JobNimbus Instant
- Estimate is updated in JobNimbus Instant
- Estimate is deleted in JobNimbus Instant
- Activity is created in JobNimbus Instant
- Activity is updated in JobNimbus Instant
- Activity is deleted in JobNimbus Instant
2.
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Ready Workflows for Finmo + JobNimbus Integration
Just click on the workflow you want to automate
Most popular automations
Create JobNimbus contact for new Finmo applicaion
When someone completes your Finmo, a new contact is automatically created in your JobNimbus. This way, you can quickly follow up with the applicaion and turn them into a customer!
Plus, all of the information from the Finmo is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Finmo - JobNimbus integration set up makes it easy to manage your customer relationships and grow your business.
See morePlus, all of the information from the Finmo is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Finmo - JobNimbus integration set up makes it easy to manage your customer relationships and grow your business.
Create JobNimbus task for new Finmo applicaion
It's important to stay on top of your customer relationships, and one way to do that is to create JobNimbus tasks for new Finmo applicaions received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.
Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that JobNimbus task for new Finmo applicaion received today - your customers will thank you for it!
See morePlus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that JobNimbus task for new Finmo applicaion received today - your customers will thank you for it!
When Application is submitted by borrower in Finmo > Check any condition > Create contact in JobNimbus
Finmo + JobNimbus Integration
When Application is submitted by borrower in Finmo > Create contact in JobNimbus > Create job in JobNimbus
Finmo + JobNimbus Integration
When Application is submitted by borrower in Finmo > Create contact in JobNimbus > Create task in JobNimbus
Finmo + JobNimbus Integration
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Top 10 Most Popular Finmo Automations from
Integrately Community
Just click on the workflow you want to automate
Create Smartsheet row for new Finmo applicaion
Send ClickSend SMS message for new Finmo applicaion
Create CompanyHub record for new Finmo applicaion
Create Salesforce record for new Finmo applicaion
Create Zoho CRM module for new Finmo applicaion
Create Smartsheet row for new Finmo applicaion
Send ClickSend SMS message for new Finmo applicaion
Create CompanyHub record for new Finmo applicaion
Create Salesforce record for new Finmo applicaion
Create Zoho CRM module for new Finmo applicaion
Create Zoho Creator record for new Finmo applicaion
Create Zoho Sheet row for new Finmo applicaion
Create GoHighLevel opportunity for new Finmo deal
Create Teamup Calendar event for new Finmo applicaion
Create Fluid Pay contact from new Finmo applicaion
Create Zoho Creator record for new Finmo applicaion
Create Zoho Sheet row for new Finmo applicaion
Create GoHighLevel opportunity for new Finmo deal
Create Teamup Calendar event for new Finmo applicaion
Create Fluid Pay contact from new Finmo applicaion
Top 10 Most Popular JobNimbus Automations from
Integrately Community
Most popular
01
Create Google Calendar event for new JobNimbus task
02
Create Google Sheets row for new JobNimbus contact
03
Create Authorize.Net customer for new JobNimbus contact
04
Create JobNimbus contact for new Google Sheets row
05
Create JobNimbus contact for new CompanyHub record
Most popular
01
Create Google Calendar event for new JobNimbus task
02
Create Google Sheets row for new JobNimbus contact
03
Create Authorize.Net customer for new JobNimbus contact
04
Create JobNimbus contact for new Google Sheets row
05
Create JobNimbus contact for new CompanyHub record
06
Create SmartSuite row for new JobNimbus contact
07
Create TickTick task for new JobNimbus task
08
Create AppSheet record for new JobNimbus task
09
Create Pronnel item for new JobNimbus task
10
Create SureCart contact for new JobNimbus contact
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You Can Also Connect Finmo or JobNimbus With 1400+ Other Apps
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.
JobNimbus
JobNimbus is an all-in-one software solution for roofing contractors, offering tools for marketing, sales, production, communication, and invoicing. Enhance your workflow with smart estimating, digital signatures, automated texting, and more.
