What are "Finmo Resthooks"?
Are you looking to optimize your workflow and increase efficiency? As part of our suite of integration tools, Finmo Resthooks offers a seamless way to connect Finmo with your external systems. They are similar to Zapier triggers but with added flexibility. In this guide, we'll dive into how you can leverage Finmo Resthooks to streamline your processes.
Finmo Resthooks act as connectors that allow you to receive real-time notifications about specific events within Finmo directly in your external systems. There are 11 available hooks covering various milestones and updates that you can tailor to suit your needs.
How can I use Finmo Resthooks and unlock integration possibilities with my CRM?
With Finmo Resthooks, you can receive instant alerts when a borrower submits a deal or a document request status changes. They provide the flexibility and control to trigger actions in response to specific events or stay informed.
Each of the 11 rest hooks offers varying amounts of data that can be extracted and included in communications to other systems. Moreover, rest hooks can be used as triggers within Zapier, seamlessly integrating with various systems to enhance your workflow efficiency further.
Example of how to use Finmo Resthooks
Below is an example of how someone could use a rest hook within their CRM, such as Pipedrive, to connect to Finmo and receive an update when a rest hook triggers:
Let's say you're a mortgage broker using Pipedrive as your CRM and Finmo to manage mortgage applications. You want to ensure seamless communication between the two platforms to stay updated on the progress of mortgage deals in real time.
1. Setting Up the Integration:
First, you'll configure a rest hook within Finmo to trigger an event whenever a borrower submits a deal. You'll specify the endpoint URL in Pipedrive where you want the notification sent.
2. Configuring Pipedrive:
In Pipedrive, you'll create a custom webhook integration that listens for incoming notifications from Finmo. This integration will process the data received from Finmo and update the corresponding deal in Pipedrive accordingly.
3. Receiving Updates:
When a borrower submits a deal in Finmo, the rest hook configured for "Deal Submitted by Borrower" triggers. Finmo sends a notification to the specified endpoint URL in Pipedrive.
4. Processing the Update:
Upon receiving the notification, the custom webhook integration in Pipedrive extracts relevant data, such as deal details and borrower information, from the payload sent by Finmo.
5. Updating Pipedrive:
The integration then updates the corresponding deal in Pipedrive with the new information received from Finmo. This could include updating deal status, adding notes, or assigning tasks to team members based on predefined workflows.
6. Real-Time Visibility:
As a result, you and your team members can instantly see updates within Pipedrive whenever a deal is submitted in Finmo. This real-time visibility ensures everyone stays informed and can take appropriate actions promptly.
Additional Resources
Watch this video to learn how to connect Finmo Resthooks to your systems
How else does Finmo connect to your systems?
Should you have any questions please click on the chat bubble or email support@finmo.ca