Finmo + Podio Integration

Connect Finmo to Podio in 1 click

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Use premium features free for 14 daysUse premium features free for 14 days.
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
  • Podio
    Item is created in Podio
  • Podio
    Task is created in Podio
  • Podio
    Application is created in Podio
  • Podio
    View is created in Podio
  • Podio
    Organization is created in Podio
  • Podio
    Workspace is created in Podio
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2.

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Ready Workflows Ready Workflows   for Finmo + Podio Integration

Just click on the workflow you want to automate

Most popular automationmost-popular-automations
Finmo + Podio Integration

Create Podio 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 Podio 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 Podio, creating task in Podio is now easier than ever. Whenever a deal is created in Finmo, you can automatically create a corresponding task in Podio to keep your team up-to-date.
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Finmo + Podio Integration

Create Podio task for new Finmo applicaion

Automatically creating a Podio 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 Podio 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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Automations

Top 10 Most Popular Finmo Automations from
Integrately Community

Just click on the workflow you want to automate

Finmo logo
Smartsheet logo
Create Smartsheet row for new Finmo applicaion
Activate
Finmo logo
ClickSend SMS logo
Send ClickSend SMS message for new Finmo applicaion
Finmo logo
CompanyHub logo
Create CompanyHub record for new Finmo applicaion
Finmo logo
Salesforce logo
Create Salesforce record for new Finmo applicaion
Finmo logo
Zoho CRM logo
Create Zoho CRM module for new Finmo applicaion
Finmo logo
Smartsheet logo
Create Smartsheet row for new Finmo applicaion
Activate
Finmo logo
ClickSend SMS logo
Send ClickSend SMS message for new Finmo applicaion
Finmo logo
CompanyHub logo
Create CompanyHub record for new Finmo applicaion
Finmo logo
Salesforce logo
Create Salesforce record for new Finmo applicaion
Finmo logo
Zoho CRM logo
Create Zoho CRM module for new Finmo applicaion
Finmo logo
Zoho Creator logo
Create Zoho Creator record for new Finmo applicaion
Finmo logo
Zoho Sheet logo
Create Zoho Sheet row for new Finmo applicaion
Finmo logo
GoHighLevel (Legacy) logo
Create GoHighLevel opportunity for new Finmo deal
Activate
Finmo logo
Teamup Calendar logo
Create Teamup Calendar event for new Finmo applicaion
Finmo logo
Fluid Pay logo
Create Fluid Pay contact from new Finmo applicaion
Finmo logo
Zoho Creator logo
Create Zoho Creator record for new Finmo applicaion
Finmo logo
Zoho Sheet logo
Create Zoho Sheet row for new Finmo applicaion
Finmo logo
GoHighLevel (Legacy) logo
Create GoHighLevel opportunity for new Finmo deal
Activate
Finmo logo
Teamup Calendar logo
Create Teamup Calendar event for new Finmo applicaion
Finmo logo
Fluid Pay logo
Create Fluid Pay contact from new Finmo applicaion

Top 10 Most Popular Podio Automations from
Integrately Community

Most popularmost-popular-automations
01
Elementor Forms logo
Podio logo
Create Podio task for new Elementor Forms form submission
02
Google Sheets logo
Podio logo
Create Podio task for new Google Sheets row
03
GoHighLevel (Legacy) logo
Podio logo
Create Podio task for new GoHighLevel task
04
Asana logo
Podio logo
Create Podio task for new Asana task
05
Microsoft Excel logo
Podio logo
Create Podio task for new Microsoft Excel row
cloud
Podio
app integration
06
CallRail logo
Podio logo
Create Podio task for new CallRail form
07
CompanyHub logo
Podio logo
Create Podio task for new CompanyHub record
08
Formidable Forms logo
Podio logo
Create Podio task for new Formidable Forms form submission
09
Microsoft To-Do logo
Podio logo
Create Podio task for new Microsoft To-Do task
10
Stripe logo
Podio logo
Create Podio task for new Stripe charge
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How Integrately Works?

1
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2
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3
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750 Tasks
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in $19.99

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Want to automate something else in your workflow?

You Can Also Connect Finmo or Podio With 1400+ Other Apps

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.
Podio
Podio
Podio is the easiest way to work with and share information, files and team tasks. Cntralize all your project data in one place, connect to everyone in your organization, see exactly who's doing what and get more done faster.