Kanban Tool + Finmo Integration

Connect Kanban Tool to Finmo in 1 click

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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
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2.

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Ready Workflows Ready Workflows   for Kanban Tool + Finmo Integration

Just click on the workflow you want to automate

Most popular automationmost-popular-automations
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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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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Automations

Top 10 Most Popular Kanban Tool Automations from
Integrately Community

Just click on the workflow you want to automate

WhatsApp logo
Kanban Tool logo
Create Kanban Tool task for new WhatsApp message
Activate
Kanban Tool logo
WhatsApp logo
Send WhatsApp message for new Kanban Tool task
Activate
Kanban Tool logo
Telegram logo
Send Telegram message for new Kanban Tool task
Activate
Discord logo
Kanban Tool logo
Create Kanban Tool task for new Discord message
Activate
Kanban Tool logo
Microsoft Office 365 logo
Send Microsoft Office 365 message for new Kanban Tool task
Activate
WhatsApp logo
Kanban Tool logo
Create Kanban Tool task for new WhatsApp message
Activate
Kanban Tool logo
WhatsApp logo
Send WhatsApp message for new Kanban Tool task
Activate
Kanban Tool logo
Telegram logo
Send Telegram message for new Kanban Tool task
Activate
Discord logo
Kanban Tool logo
Create Kanban Tool task for new Discord message
Activate
Kanban Tool logo
Microsoft Office 365 logo
Send Microsoft Office 365 message for new Kanban Tool task
Activate
Rocket.Chat logo
Kanban Tool logo
Create Kanban Tool task for new Rocket.Chat message
Activate
HubSpot logo
Kanban Tool logo
Create Kanban Tool checklist for new HubSpot deal
Activate
LeadSquared logo
Kanban Tool logo
Create Kanban Tool task for new LeadSquared lead
Activate
GitLab logo
Kanban Tool logo
Create Kanban Tool task for new GitLab issue
Activate
Vtiger CRM logo
Kanban Tool logo
Create Kanban Tool task for new Vtiger CRM contact
Activate
Rocket.Chat logo
Kanban Tool logo
Create Kanban Tool task for new Rocket.Chat message
Activate
HubSpot logo
Kanban Tool logo
Create Kanban Tool checklist for new HubSpot deal
Activate
LeadSquared logo
Kanban Tool logo
Create Kanban Tool task for new LeadSquared lead
Activate
GitLab logo
Kanban Tool logo
Create Kanban Tool task for new GitLab issue
Activate
Vtiger CRM logo
Kanban Tool logo
Create Kanban Tool task for new Vtiger CRM contact
Activate

Top 10 Most Popular Finmo Automations from
Integrately Community

Most popularmost-popular-automations
01
Finmo logo
Smartsheet logo
Create Smartsheet row for new Finmo applicaion
02
Finmo logo
ClickSend SMS logo
Send ClickSend SMS message for new Finmo applicaion
03
Finmo logo
CompanyHub logo
Create CompanyHub record for new Finmo applicaion
04
Finmo logo
Salesforce logo
Create Salesforce record for new Finmo applicaion
05
Finmo logo
Zoho CRM logo
Create Zoho CRM module for new Finmo applicaion
cloud
Finmo
app integration
06
Finmo logo
Zoho Creator logo
Create Zoho Creator record for new Finmo applicaion
07
Finmo logo
Zoho Sheet logo
Create Zoho Sheet row for new Finmo applicaion
08
Finmo logo
GoHighLevel (Legacy) logo
Create GoHighLevel opportunity for new Finmo deal
09
Finmo logo
Teamup Calendar logo
Create Teamup Calendar event for new Finmo applicaion
10
Finmo logo
Fluid Pay logo
Create Fluid Pay contact from new Finmo applicaion
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How Integrately Works?

1
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2
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3
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in $19.99

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Want to automate something else in your workflow?

You Can Also Connect Kanban Tool or Finmo With 1400+ Other Apps

Kanban Tool
Kanban Tool
Kanban Tool is a smart visual project management application that helps your team get work done faster. It reduces waste, improves workflow and enables real-time collaboration - all in a single place.
Finmo
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.