How to connect Finmo + Slack
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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 ItNew Channel
Triggers whenever a new #channel is created.
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 ItTrigger for Bot Messages?
If
no
, only messages sent by users will trigger the Zap. Ifyes
, 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!
Try ItChannelRequired
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. Ifyes
, 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!
Try It
How Finmo + Slack Integrations Work
- Step 1: Authenticate Finmo and Slack.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.
Slack Tutorials
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