Create integrations between Finmo and Intelli Messaging to automate any workflow
Create your first workflow
Quickly automate workflows with Finmo and Intelli Messaging using Zapier's templates.
Our most popular template
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
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 ItReceive SMS
Triggers when an SMS Message is received to your virtual mobile number and account.
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 ItMessage Delivery Status
Triggers when the final delivery status of a sent SMS message is received.
Try ItContact Record IdRequired
First Name
Last Name
Mobile NumberRequired
Contact Tags in single string
Contact Tags as a Array
Email Address
Additional Field 1
Additional Field 2
Additional Field 3
Opt Out Flag
Membership Date
Birth Date
Anniversary Date
InActive
City
Country
Region