MeisterTask + Finmo Integration

Connect MeisterTask to Finmo in 1 click

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Finmo + MeisterTask Integration

Create MeisterTask task for new Finmo deal

Imagine this scenario: you've just negotiated a great deal with a potential client, and you want to make sure that the ball is kept in your court by creating a task in MeisterTask to ensure that the deal goes through. Wouldn't it be great if there was an easy way to do that right from within Finmo? Well now there is!

With our integration between Finmo and MeisterTask, creating task in MeisterTask is now easier than ever. Whenever a deal is created in Finmo, you can automatically create a corresponding task in MeisterTask to keep your team up-to-date.
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Finmo + MeisterTask Integration

Create MeisterTask task for new Finmo applicaion

Automatically creating a MeisterTask task for every new Finmo applicaion not only eliminates the need for manual data entry, but it also ensures that each response is promptly followed up on.

By using this automation, you can rest assured that no applicaion will fall through the cracks and that your MeisterTask team is always on top of things. Plus, automatically creating tasks from new form responses frees up your time so that you can focus on more important things.

So go ahead and set up this automation today!
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Create Your Own MeisterTask & Finmo Integration In Clicks

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MeisterTask + Finmo Integration
1.
  • MeisterTask
    Task is created in MeisterTask
  • MeisterTask
    Attachment is created in MeisterTask
  • MeisterTask
    Project is created in MeisterTask
  • MeisterTask
    Comment is added in MeisterTask
  • MeisterTask
    Checklist item is created in MeisterTask
  • MeisterTask
    Tag is applied to task in MeisterTask
  • MeisterTask
    Tag is created in MeisterTask
  • MeisterTask
    Section is created in MeisterTask
  • MeisterTask
    Person is created in MeisterTask
  • 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.
  • MeisterTask
    Create task in MeisterTask
  • MeisterTask
    Update Task in MeisterTask
  • MeisterTask
    Search task in MeisterTask
  • MeisterTask
    Search attachment in MeisterTask
  • MeisterTask
    Search Tag in MeisterTask
  • MeisterTask
    Applied tag to task in MeisterTask
  • MeisterTask
    Create tag in MeisterTask
  • MeisterTask
    Search person in MeisterTask
  • MeisterTask
    Search section in MeisterTask
  • MeisterTask
    Search project in MeisterTask
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750 Tasks
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2,000 Tasks
in $19.99

Integrate MeisterTask & Finmo In 1 Click
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