Finmo + Projectplace Integration

Connect Finmo to Projectplace in 1 click

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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
  • Projectplace
    Card is created in Projectplace
  • Projectplace
    Card is moved to done/last column in Projectplace
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2.

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Most popular automationmost-popular-automations
Finmo + Projectplace Integration

Create Projectplace card for new Finmo applicaion

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

In addition, the Projectplace 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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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 Projectplace Automations from
Integrately Community

Most popularmost-popular-automations
01
Notion logo
Projectplace logo
Create Projectplace card for new Notion database item
02
Jira Software Server logo
Projectplace logo
Create Projectplace card for new Jira Software Server issue
03
Typebot logo
Projectplace logo
Create Projectplace card for new Typebot response
04
MailerLite Classic logo
Projectplace logo
Create Projectplace card for new MailerLite Classic contact
05
Projectplace logo
Brevo  (Sendinblue) logo
Send Brevo (Sendinblue) email for new Projectplace card
cloud
Projectplace
app integration
06
Projectplace logo
WATI logo
Send WATI message for new Projectplace card
07
Projectplace logo
WA Toolbox logo
Send WA Toolbox message for new Projectplace card
08
Projectplace logo
SMS Idea logo
Send SMS Idea message for new Projectplace card
09
Projectplace logo
Telnyx logo
Send Telnyx message for new Projectplace card
10
Projectplace logo
sms77 logo
Send sms77 message for new Projectplace card
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Want to automate something else in your workflow?

You Can Also Connect Finmo or Projectplace 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.
Projectplace
Projectplace
Projectplace is a smart cloud-based project management solution. With features like task boards, time tracking, document sharing, video conferencing and screen sharing Projectplace is the perfect addition to any team's workflow.