Finmo + TimelinesAI Integration

Connect Finmo to TimelinesAI in 1 click

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Finmo + TimelinesAI Integration

Send TimelinesAI message for new Finmo applicaion

When you receive a new Finmo applicaion, you can automatically send a TimelinesAI message. This is a great way to stay on top of new responses and ensure that you're always providing the best possible customer service. Plus, it's just one less thing that you have to remember to do manually!

So go ahead and set up your automatic TimelinesAI message today. Your future self will thank you.
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Finmo + TimelinesAI Integration

Send TimelinesAI message for new Finmo deal

Whenever a new deal is created in your Finmo, you'll want to communicate with your team to make sure everyone is on the same page. Sending TimelinesAI message ensures that everyone knows about the new deal and can provide input on the best way to move forward.

This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more deals. In short, this Finmo - TimelinesAI integration is essential for any business to stay organized and ensure that the team is always aware of new deals.
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Finmo + TimelinesAI 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
  • TimelinesAI
    Message is received in TimelinesAI Instant
  • TimelinesAI
    Message is sent in TimelinesAI Instant
2.
  • TimelinesAI
    Search chat by name in TimelinesAI
  • TimelinesAI
    Close chat in TimelinesAI
  • TimelinesAI
    Send message to existing chat in TimelinesAI
  • TimelinesAI
    Upload file in TimelinesAI
  • TimelinesAI
    Send message to existing chat with uploaded file in TimelinesAI
  • TimelinesAI
    Search file by name in TimelinesAI
  • TimelinesAI
    Send message to phone number in TimelinesAI
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