Finmo + Microsoft SharePoint Integrations, Built by an AI Agent
Put Finmo + Microsoft SharePoint to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between Finmo and Microsoft SharePoint
See the kind of workflows teams build with Finmo and Microsoft SharePoint below — describe the exact one you want above and the Agent builds it on demand.
Finmo + Microsoft SharePoint
When an application is started in Finmo, create a record in Microsoft SharePoint.
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Create onboarding projects for closed-won deals
When a deal is marked as won in Finmo, automatically create a dedicated project space in Microsoft SharePoint for customer onboarding.
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Assign follow-up tasks when new leads arrive
When a new lead is created in Finmo, automatically generate a review task in Microsoft SharePoint for the assigned account executive.
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Log deal activities from team feedback
When a new comment or review is posted in Microsoft SharePoint, automatically log a note on the associated deal in Finmo.
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Browse the full workflow library →
Looking to achieve something else with Finmo and Microsoft SharePoint?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Finmo and Microsoft SharePoint
Everything Finmo and Microsoft SharePoint can do inside a workflow — the triggers that start one and the actions that run when it fires.
Finmo Explore Finmo →
A mortgage broker software platform designed to manage client applications, document collection, and customer relationships.
TriggersTriggers when there is a change to the borrower emails.
Triggers when there is a change to the status of a deal.
Triggers when a new borrower user is created by the broker.
Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.
Triggers when a new deal note is added in your team.
Triggers when a new borrower user has their credit pulled by the broker.
Microsoft SharePoint Explore Microsoft SharePoint →
Microsoft SharePoint is a web-based collaboration platform that enables organizations to store, share, organize, and manage documents across enterprise teams.
TriggersTriggers when a new file is created in the selected folder (excludes subfolders).
Triggers when a new file is added to any first-level subfolder of the selected folder. Files added directly to the selected folder do not trigger.
Triggers when a new direct subfolder is created in the selected folder (or drive root), or when an existing direct subfolder is renamed.
Triggers when a new list is created.
Triggers when a new item is created in a list.
Triggers when a file is created or updated in the selected folder (excludes subfolders).
Copies a file or folder within or across sites.
Create new folder in selected document library.
Creates a new list in a site.
Creates a new item in a list.
Creates a new site page in SharePoint.
Send a sharing invitation to specific recipients for a file or folder.
Other CRM apps on Knit
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10xCRM
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17hats
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1CRM
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1FIT
A fitness management platform that provides users with access to multiple gyms and sports facilities under a single membership.
ABC GymSales
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ABC Sales AI
ABC Sales AI is an automated sales enablement platform that assists revenue teams in prospecting, engaging, and managing prospective customer leads.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Other Team Collaboration apps on Knit
Explore more Team Collaboration integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
Approval Studio
An online artwork proofing and design review tool that streamlines document approval workflows for creative teams.
Approveit
Approveit is an operations approval workflow platform that automates internal requests and compliance approvals directly within messaging channels.
Assembly
Assembly is a workplace engagement and recognition platform designed to reward employees and foster team collaboration.
Atarim
Atarim is a visual feedback and workflow management platform designed for web agencies, developers, and clients to collaborate on websites.
Beekeeper
Beekeeper is a team collaboration and mobile communication platform designed to connect frontline employees with operational news and workplace tools.
beSlick
A process and task management tool that helps teams document standard procedures and track daily operational workflows.
Blink
Blink is an employee app and frontline collaboration platform that connects workforce teams through newsfeeds, messaging, and access to documents.
BlogIn
BlogIn is an internal company blog software that acts as an internal knowledge base and team news sharing tool.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Finmo + Microsoft SharePoint
Is there a pre-built Finmo + Microsoft SharePoint automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Finmo and Microsoft SharePoint's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Finmo or Microsoft SharePoint connector?
No. The Agent works whether or not Finmo or Microsoft SharePoint already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
Why should sales teams connect Finmo to Microsoft SharePoint?
Integrating Finmo and Microsoft SharePoint ensures sales rep activity seamlessly creates onboarding projects, tasks, and updates for delivery and operational teams.
Can updates made in Microsoft SharePoint sync back to customer deals in Finmo?
Yes, when team members comment or share updates in Microsoft SharePoint, relevant deal stages or activities in Finmo can be automatically updated.