Podio + Finmo Integration

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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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Podio + Finmo Integration
1.
  • 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
  • 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.
  • Podio
    Create task in Podio
  • Podio
    Create status in Podio
  • Podio
    Update status in Podio
  • Podio
    Update task in Podio
  • Podio
    Search item in Podio
  • Podio
    Update item in Podio
  • Podio
    Create item in Podio
  • Podio
    Get item details by id in Podio
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750 Tasks
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2,000 Tasks
in $19.99

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