Kanban Tool + Finmo Integration

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Finmo + Kanban Tool Integration

Create Kanban Tool checklist for new Finmo deal

If you're using Finmo and Kanban Tool to manage your business, you'll want to take advantage of the integration between the two services. When a deal is created in Finmo, a checklist will automatically be created in Kanban Tool.

This makes it easy to keep track of the progress of each deal and ensure that all the necessary steps are taken. To get started, click on activate, connect your Finmo and Kanban Tool accounts and start creating deal!
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Finmo + Kanban Tool Integration

Create Kanban Tool task for new Finmo applicaion

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

In addition, the Kanban Tool task 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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Kanban Tool + Finmo Integration
1.
  • Kanban Tool
    Task is created in Kanban Tool
  • Kanban Tool
    Task is moved in Kanban Tool
  • Kanban Tool
    Task is updated in Kanban Tool
  • Kanban Tool
    Task is archived in Kanban Tool
  • Kanban Tool
    Checklist item is created in Kanban Tool
  • Kanban Tool
    Board is created in Kanban Tool
  • Kanban Tool
    Swimlane is created in Kanban Tool
  • Kanban Tool
    Card type is created in Kanban Tool
  • Kanban Tool
    Workflow stage is created in Kanban Tool
  • Kanban Tool
    Comment is created in Kanban Tool
  • Kanban Tool
    Activity is created on board in Kanban Tool
  • 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.
  • Kanban Tool
    Create task in Kanban Tool
  • Kanban Tool
    Move task in Kanban Tool
  • Kanban Tool
    Delete task in Kanban Tool
  • Kanban Tool
    Search task in Kanban Tool
  • Kanban Tool
    Get task details in Kanban Tool
  • Kanban Tool
    Archive task in Kanban Tool
  • Kanban Tool
    Update task in Kanban Tool
  • Kanban Tool
    Create checklist item in Kanban Tool
  • Kanban Tool
    Complete checklist item in Kanban Tool
  • Kanban Tool
    Delete checklist item in Kanban Tool
  • Kanban Tool
    Create comment in Kanban Tool
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