How to connect Finmo + Asana
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Application Started
Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.
Try ItDeal Submitted
Triggers when the deal is pushed to expert or submitted to a lender.
Try ItUpdate Document Request Status
Triggers when there is activity on a document request.
Try ItWorkspace / Organization
Specify which workspace/organization.
Try It
Deal Note Created
Triggers when a new deal note is added in your team.
Try ItApplication Submitted by Borrower
Triggers when a borrower submits the application.
Try ItWorkspace
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.
Try ItProjectRequired
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
Try It
How Finmo + Asana Integrations Work
- Step 1: Authenticate Finmo and Asana.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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