Finmo + WiserNotify Integration

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

Make use of Finmo automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Make use of WiserNotify automations to automatically collect and showcase positive customer reviews, testimonials, and social media mentions. And automate all the repetitive tasks between Finmo & WiserNotify using Integrately.

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Ready Workflows For Finmo + WiserNotify Integration

Just click on the workflow you want to automate

Create WiserNotify contact for new Finmo applicaion

Automatically creating WiserNotify contact for new Finmo applicaion can help you nurture your leads and close more deals. By automatically adding new contacts to your database, you can stay organized and keep track of your interactions with each lead.

Additionally, automatically generating WiserNotify contact can save you time by eliminating the need to manually add new contacts. Automating this process can help you work more efficiently and close more deals.

Activate

When Application is submitted by borrower in Finmo > Check any condition > Create conversion in WiserNotify

Finmo + WiserNotify Integration

Activate

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Create Your Own Finmo & WiserNotify Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

New deal is created in Finmo
Triggers the automation whenever a new deal is created
Instant
Deal note is created in Finmo
Triggers the automation whenever a deal note is created
Instant
Deal is submitted in Finmo
Triggers the automation whenever a deal is submitted
Instant
Document request status is updated in Finmo
Triggers the automation whenever the status of a document request is updated
Instant
Application is submitted by borrower in Finmo
Triggers the automation whenever a borrower submits an application
Instant
Subscriber is created in WiserNotify Instant

Create conversion in WiserNotify
Automatically convert leads into potential clients based on pre-defined rules
Create purchase in WiserNotify
Automatically generates and post reviews for products or services
Create review in WiserNotify
Triggers the automation whenever a new subscriber is added

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Integrate Finmo & WiserNotify In 1 Click
And Save Time & Money Both

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Want to automate something else in your workflow?

You Can Also Connect Finmo or WiserNotify With 1200+ Other Apps

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

WiserNotify was created to give you full control over your brand and social proof messaging. Our platform allows you to easily add social proof messages to your marketing campaigns, pages or blog posts in real-time.

See WiserNotify Integrations