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Finmo + Slack Integrations

How to connect Finmo + Slack

Zapier lets you send info between Finmo and Slack automatically—no code required. With 5,000+ supported apps, the possibilities are endless.

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Choose an Action
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Supported triggers and actions

What does this mean?
  • Finmo triggers, actions, and search

    Deal Note Created

    Triggers when a new deal note is added in your team.

    Trigger
    Instant
    Try It
  • Finmo triggers, actions, and search

    Application Submitted by Borrower

    Triggers when a borrower submits the application.

    Trigger
    Instant
    Try It
    • Trigger for Bot Messages?

      If no, only messages sent by users will trigger the Zap. If yes, messages sent by users and slackbots will trigger the Zap.

      Warning: Slackbots don't have profiles. If yes, don't depend on user profile information being present. Also, avoid Zap loops where Zaps trigger and post slackbot messages to the same channel!

    Trigger
    Instant
    Try It
    • ChannelRequired

      Only channels you are a member of will appear in this list. If you can't find your channel, click the Load More button or switch to the Custom tab and enter the channel's ID. Once live, the trigger will work even if you are not a member of the channel. Note: This trigger only supports attachment information for messages generated by bots. If you need to retrieve attachment information from non-bots, see this help document.

    • Trigger for Bot Messages?

      If no, only messages sent by users will trigger the Zap. If yes, messages sent by users and slackbots will trigger the Zap.

      Warning: Slackbots don't have profiles. If yes, don't depend on user profile information being present. Also, avoid Zap loops where Zaps trigger and post slackbot messages to the same channel!

    Trigger
    Instant
    Try It

How Finmo + Slack Integrations Work

  1. Step 1: Authenticate Finmo and Slack.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.

Slack Tutorials

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finmo logo

About Finmo

Finmo manages the end to end mortgage process.
Learn more

Related categories

  • CRM (Customer Relationship Management)
slack logo
slack logo

About Slack

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.
Learn more

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