Toodledo + Finmo Integration

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Finmo + Toodledo Integration

Create Toodledo 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 Toodledo 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 Toodledo, creating task in Toodledo is now easier than ever. Whenever a deal is created in Finmo, you can automatically create a corresponding task in Toodledo to keep your team up-to-date.
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Finmo + Toodledo Integration

Create Toodledo task for new Finmo applicaion

Automatically creating a Toodledo 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 Toodledo 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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Toodledo + Finmo Integration
1.
  • Toodledo
    New task is created in Toodledo
  • Toodledo
    Task is marked completed in Toodledo
  • Toodledo
    Task is assigned to a context in Toodledo
  • Toodledo
    New starred task is added in Toodledo
  • Toodledo
    New task is added in a folder in Toodledo
  • Toodledo
    New note is created in Toodledo
  • Toodledo
    New folder is created in Toodledo
  • Toodledo
    New context is created in Toodledo
  • 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.
  • Toodledo
    Create a new task in Toodledo
  • Toodledo
    Create a new context in Toodledo
  • Toodledo
    Create a new note in Toodledo
  • Toodledo
    Create a new folder in Toodledo
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