Automate tasks across Finmo with Salesforce
We work with you to understand your business processes, and automate all work between Finmo and Salesforce.
Businesses automate real work through MindCloud every day.
Start automating your work
Here are some common examples of how businesses use MindCloud to automate work between Finmo and Salesforce.
Send a Salesforce notification when Finmo receives a high-priority item.
Create a Salesforce follow-up from new qualified activity in Finmo.
Copy new customer details from Finmo into Salesforce.
Update the matching Salesforce item when a Finmo status changes.
Start a review in Salesforce when Finmo flags an exception.
Summarize new Finmo activity and save it in Salesforce.
Every action you need
Your company can interact with Finmo and Salesforce using our 46 actions.
Can’t find what you need? Let us know.
Create CustomerCreates a new customer in Finmo.
Disable CustomerDisables an existing customer in Finmo.
Enable CustomerEnables an existing customer in Finmo.
Get CustomerFinds a customer in Finmo by ID.
List CustomersRetrieves customers from the Finmo platform.
Update CustomerUpdates an existing customer in Finmo.
Create PayinCreates a new payin in Finmo.
List PayinsRetrieves payins from the Finmo platform.
Retrieve PayinFinds a payin in Finmo by ID.
Create PayoutCreates a new payout in Finmo.
List PayoutsRetrieves payouts from the Finmo platform.
Retrieve PayoutFinds a payout in Finmo by ID.
Create Payout BeneficiaryCreates a new payout beneficiary in Finmo.
List Payout BeneficiariesRetrieves payout beneficiaries from the Finmo platform.
Create Payout SenderCreates a new payout sender in Finmo.
Frequently Asked Questions
Common questions about working with MindCloud on your Finmo and Salesforce integration.
Related integrations
Explore other ways to connect Finmo with the apps your team already uses, or browse every Finmo and Salesforce integrations.
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Ready to start? We're here to help.
Take your first steps with MindCloud to start fully automating your Finmo workflows.
Talk to an integration specialistWe work with you to understand your requirements and implement a robust Finmo integration solution.Read our docsOur Universal API makes it easier than ever to read, write, update and delete your records in Finmo.Get updatesFollow new app coverage, product launches, and practical integration notes from the MindCloud team.