Finmo + Yanado Integration

Connect Finmo to Yanado in 1 click

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Popular Finmo + Yanado Workflows

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Finmo + Yanado Integration

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

Create Yanado email task for new Finmo applicaion

Automatically creating a Yanado email 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 Yanado 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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Finmo + Yanado 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
  • Yanado
    Task is created in Yanado
  • Yanado
    Email task is created in Yanado
  • Yanado
    Task is updated in Yanado
  • Yanado
    Task status is changed in Yanado
  • Yanado
    Task reminder is created in Yanado
  • Yanado
    Comment is created in Yanado
2.
  • Yanado
    Create task from email in Yanado
  • Yanado
    Update task in Yanado
  • Yanado
    Search Task in Yanado
  • Yanado
    Create task in Yanado
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Integrate Finmo & Yanado In 1 Click
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