Finmo + WATI Integration

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Popular Finmo + WATI Workflows

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Finmo + WATI Integration

Send WATI 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 WATI 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 - WATI 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 + WATI Integration

Create WATI contact for new Finmo applicaion

When someone completes your Finmo, a new contact is automatically created in your WATI. This way, you can quickly follow up with the applicaion and turn them into a customer!

Plus, all of the information from the Finmo is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Finmo - WATI integration set up makes it easy to manage your customer relationships and grow your business.
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Finmo + WATI Integration

Send WATI message for new Finmo applicaion

When you receive a new Finmo applicaion, you can automatically send a WATI 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 WATI message today. Your future self will thank you.
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Finmo + WATI 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
  • WATI
    Message is received in WATI Instant
  • WATI
    Reply is received to sent message in WATI Instant
  • WATI
    Contact is created in WATI
  • WATI
    Message is read in WATI Instant
  • WATI
    Message is delivered in WATI Instant
2.
  • WATI
    Send template message in WATI
  • WATI
    Send session message in WATI
  • WATI
    Create contact in WATI
  • WATI
    Update contact attributes in WATI
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