Finmo + LoopedIn Integration

Connect Finmo to LoopedIn in 1 click

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Finmo + LoopedIn Integration

Create LoopedIn card for new Finmo applicaion

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

In addition, the LoopedIn 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 + LoopedIn 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
  • LoopedIn
    Event is triggered in LoopedIn Instant
  • LoopedIn
    Idea is created in LoopedIn Instant
  • LoopedIn
    Announcement is created in LoopedIn Instant
  • LoopedIn
    Roadmap card is created in LoopedIn Instant
  • LoopedIn
    Announcement is deleted in LoopedIn Instant
  • LoopedIn
    Idea is deleted in LoopedIn Instant
  • LoopedIn
    Roadmap card is deleted in LoopedIn Instant
  • LoopedIn
    Feedback is created in LoopedIn Instant
2.
  • LoopedIn
    Create roadmap card in LoopedIn
  • LoopedIn
    Create an idea in LoopedIn
  • LoopedIn
    Create a announcement in LoopedIn
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