Mojo Helpdesk + Finmo Integration

Connect Mojo Helpdesk to Finmo in 1 click

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Popular Mojo Helpdesk + Finmo Workflows

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Finmo + Mojo Helpdesk Integration

Create Mojo Helpdesk ticket for new Finmo applicaion

Creating Mojo Helpdesk tickets automatically for every new Finmo applicaion received can help to ensure that each applicaion is dealt with in a timely and efficient manner.

By automatically creating a support ticket, you can help to ensure that each response is routed to the appropriate team member and that follow-up actions are taken in a timely manner. This can help to improve your overall customer satisfaction levels and ensure that each customer receives the best possible service.
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Finmo + Mojo Helpdesk Integration

Create Mojo Helpdesk ticket for new Finmo deal

Finmo is a great tool for managing customer relationships. However, when an deal is created in Finmo, it can be difficult to track the progress of that deal and ensure that all interactions with the customer are documented. This can be a challenge for customer support teams, who need to track every interaction with a customer in order to provide excellent service.

A solution to this problem is to create a ticket in Mojo Helpdesk whenever an deal is created in Finmo. This will help ensure that all interactions with the customer are documented and tracked and that the customer support team has visibility into the progress of the deal.
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Mojo Helpdesk + Finmo Integration
1.
  • Mojo Helpdesk
    Ticket is created in Mojo Helpdesk
  • Mojo Helpdesk
    User is created in Mojo Helpdesk
  • Mojo Helpdesk
    Ticket with due on is created in Mojo Helpdesk
  • Mojo Helpdesk
    Ticket with scheduled on is created in Mojo Helpdesk
  • 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.
  • Mojo Helpdesk
    Create ticket in Mojo Helpdesk
  • Mojo Helpdesk
    Create user in Mojo Helpdesk
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