Finmo + Toggl Integration

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Finmo + Toggl Integration

Create Toggl task for new Finmo deal

In your work as a salesperson, you're constantly on the lookout for potential deals. Once you've identified a promising deal, it's important to track and manage the progress of that deal so you don't lose focus or let it fall through the cracks.

With this integration, you can quickly create a corresponding task in Toggl each time a deal is created in Finmo. This way you never lose track of the progress for that particular deal - and with automated reminders, it will be easy to get back on track if something slips through the cracks.
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Finmo + Toggl 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
  • Toggl
    Time entry started in Toggl
  • Toggl
    Time entry is created in Toggl Instant
  • Toggl
    Time entry is updated in Toggl Instant
  • Toggl
    Task is created in Toggl Instant
  • Toggl
    Project is created in Toggl Instant
  • Toggl
    Client is created in Toggl Instant
  • Toggl
    Tag is created in Toggl Instant
  • Toggl
    Workspace is created in Toggl
2.
  • Toggl
    Create client in Toggl
  • Toggl
    Update client in Toggl
  • Toggl
    Create tag in Toggl
  • Toggl
    Create task in Toggl
  • Toggl
    Create project in Toggl
  • Toggl
    Create time entry in Toggl
  • Toggl
    Get project by ID in Toggl
  • Toggl
    Stop time entry in Toggl
  • Toggl
    Search project by name in Toggl
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