Projectplace + Finmo Integration

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

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Ready workflows for Projectplace + Finmo Integration

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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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Create Your Own Projectplace & Finmo Integration Without Any Code

Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between Projectplace & Finmo

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Card is created in Projectplace
Card is moved to done/last column in Projectplace
New deal is created in Finmo Instant
Deal note is created in Finmo Instant
Deal is submitted in Finmo Instant
Document request status is updated in Finmo Instant
Application is submitted by borrower in Finmo Instant

Create card in Projectplace
Create a card on an existing activity in Projectplace
Search card by name in Projectplace
Add reported time to a card in Projectplace
Create board in Projectplace
Create project in Projectplace

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Zapier

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750 Tasks

in $19.⁹⁹

Integrately

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2,000 Tasks

in $19.⁹⁹

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Integrate Projectplace & Finmo In 1 Click
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Want to automate something else in your workflow?

You Can Also Connect Projectplace or Finmo With 1100+ Other Apps

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.

See Projectplace Integrations

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.

See Finmo Integrations