Finmo + Pipefy Integration

Connect Finmo to Pipefy - Automate your workflows in 1-click

Make use of Finmo automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Make use of Pipefy automations to improve team communication and gain real-time visibility into project progress. Skip the manual back and forth! Easily automate the flow of data between Finmo & Pipefy using Integrately.
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Finmo + Pipefy Integration

Create Pipefy card for new Finmo applicaion

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

In addition, the Pipefy 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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Create Your Own Finmo & Pipefy Integration Without Any Code

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Finmo + Pipefy 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
  • Pipefy
    Card is created in Pipefy Instant
  • Pipefy
    Card is moved in Pipefy Instant
  • Pipefy
    Card field is updated in Pipefy Instant
  • Pipefy
    Card is done in Pipefy Instant
  • Pipefy
    Card gets late in Pipefy Instant
  • Pipefy
    Card is expired in Pipefy Instant
  • Pipefy
    Card becomes overdue in Pipefy Instant
2.
  • Pipefy
    Update card field in Pipefy
  • Pipefy
    Create card in Pipefy
  • Pipefy
    Search card in Pipefy
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Integrate Finmo & Pipefy In 1 Click
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