Finmo + Salesforce + Slack Integrations
How to connect Finmo + Salesforce + Slack
Zapier lets you send info between Finmo and Salesforce and Slack automatically—no code required. With 7,000+ supported apps, the possibilities are endless.
Choose a Trigger
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Choose an Action
Choose an Action
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Do even more with Finmo + Salesforce + Slack
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Finmo, Salesforce, and Slack. And don’t forget that you can add more apps and actions to create complex workflows.
Update Borrower Email
Triggers when there is a change to the borrower emails.
Try ItBorrower User Created
Triggers when a new borrower user is created by the broker.
Try ItDeal Note Created
Triggers when a new deal note is added in your team.
Try ItDeal Submitted
Triggers when the deal is pushed to expert or submitted to a lender.
Try It
