Finmo + Miro Integration

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New deal is created in Finmo Instant
Deal note is created in Finmo Instant
Deal is submitted in Finmo Instant
Document request status is updated in Finmo Instant
Application is submitted by borrower in Finmo Instant

Create copy of board in Miro
Create board in Miro
Get card tags in Miro
Get board members by id in Miro
Create card widget in Miro

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Create Miro card for new Finmo applicaion

Any time a new Finmo applicaion is submitted, this Finmo - Mirointegration will create a new card in Miro so that the relevant team can track progress. This will ensure that every applicaion is followed up in a timely fashion.

In addition, the Miro card will provide a clear record of what has been done and what still needs to be done in order to address each applicaion. As a result, this simple automation can save a lot of time and effort while helping to ensure that every Finmo applicaion is dealt with effectively.

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Supported triggers and actions for Finmo and Miro

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Finmo Triggers & Actions

Instant

New deal is created in Finmo

Triggers the automation when a new deal is created

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Instant

Deal note is created in Finmo

Triggers the automation when a deal note is created

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Instant

Deal is submitted in Finmo

Triggers the automation when a deal is submitted

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Instant

Document request status is updated in Finmo

Triggers the automation when the status of a document request is updated

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Instant

Application is submitted by borrower in Finmo

Triggers the automation when a borrower submits an application

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Miro Triggers & Actions

Create copy of board in Miro

Duplicates the contents and layout of a particular board

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Create board in Miro

Generates a new board

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Get card tags in Miro

Retrieves tags associated with a card

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Get board members by id in Miro

Retrieves board members based on their id

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Create card widget in Miro

Creates a new card widget on the board

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Why choose Integrately to automate Finmo + Miro

Build and manage your Finmo + Miro automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected

Connect Finmo + Miro with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

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Free done-for-you setup

Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.

Secure by design

SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.