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Finmo + Asana Integrations

How to connect Finmo + Asana

Zapier lets you send info between Finmo and Asana automatically—no code required. With 5,000+ supported apps, the possibilities are endless.

Choose a Trigger
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Choose an Action
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Supported triggers and actions

What does this mean?
  • Finmo triggers, actions, and search

    Deal Note Created

    Triggers when a new deal note is added in your team.

    Trigger
    Instant
    Try It
  • Finmo triggers, actions, and search

    Application Submitted by Borrower

    Triggers when a borrower submits the application.

    Trigger
    Instant
    Try It
    • Workspace

      Required if no project is selected below. May be needed to avoid errors when selecting a Project below.

    • Project

      Required if on the Asana Free plan.

    Trigger
    Scheduled
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    • ProjectRequired

      Specify which project to watch for new stories.

    • Task

      Specify which task. If blank, defaults to stories on the project itself only, but NOT all stories on all tasks.

    • Workspace

    Trigger
    Scheduled
    Try It

How Finmo + Asana Integrations Work

  1. Step 1: Authenticate Finmo and Asana.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.

Asana Tutorials

finmo logo
finmo logo

About Finmo

Finmo manages the end to end mortgage process.
Learn more

Related categories

  • CRM (Customer Relationship Management)
asana logo
asana logo

About Asana

Asana is a leading work management platform that helps teams orchestrate their work, from daily tasks to strategic initiatives. With Asana, organizations have a living system of clarity where everyone can see, discuss, and execute their team’s priorities.
Learn more

Related categories

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