Create integrations between Finmo and IXACT Contact CRM to automate any workflow
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.
Connect your tools and unlock the power of automation
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
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 ItFirst NameRequired
Last Name
Email
Company Name
Website
Home address1
Home Address2
Home City
Home State / Province
Home Zip / Postal Code
Home Country
Home Phone
Mobile Phone
Work Phone
Fax
Original Source
Groups
Notes
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 ItFirst NameRequired
Last Name
Email
Company Name
Job Title
Website
Home address1
Home Address2
Home City
Home State / Province
Home Zip / Postal Code
Home Country
Home Phone
Mobile Phone
Work Phone
Fax
Contact Status
Original Source
Groups
Notes