Finmo + Salesforce Integrations
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Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.Try ItTriggerInstant
Triggers when the deal is pushed to expert or submitted to a lender.Try ItTriggerInstant
Update Document Request Status
Triggers when there is activity on a document request.Try ItTriggerInstant
Pick which type of object you want to watch for new items of (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).
Deal Note Created
Triggers when a new deal note is added in your team.Try ItTriggerInstant
Application Submitted by Borrower
Triggers when a borrower submits the application.Try ItTriggerInstant
New Outbound Message
Triggers when a new outbound message is received in Salesforce.Try ItTriggerInstant
This trigger works on Salesforce objects with less than 104,000 records. If the "Field Updated to" is specified, the limit applies to only the records with the value specified. Check how many records you have in your account by following the steps under Viewing Storage Usage. You can also setup a Zap with the New Outbound Message trigger to workaround this limit.
Pick which type of object you want to watch for changes on.
How to connect Finmo + Salesforce
- Step 1: Authenticate Finmo and Salesforce.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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