When deal note created in Finmo, sync it to ProveSource.

When a deal note is created in Finmo, trigger a social proof notification via ProveSource.

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Finmo Explore Finmo →

Triggers

New contact or lead

Fires when a new contact or lead is added to Finmo.

Contact updated

Fires when a field on a contact changes in Finmo.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in Finmo.

Deal won

Fires when a deal is marked won in Finmo.

Actions

Create or update contact

Creates or updates a contact in Finmo.

Create deal

Creates a new deal in Finmo.

Update record stage

Moves a deal or record to a new stage in Finmo.

Log activity

Logs a call, email, or note against a record in Finmo.

ProveSource Explore ProveSource →

Triggers

New lead captured

Fires when ProveSource captures a new lead or sign-up.

Engagement recorded

Fires when someone views, clicks or completes something in ProveSource.

Content published

Fires when a post, page or asset is published from ProveSource.

Actions

Create or update a contact

Creates or updates a contact or lead in ProveSource.

Add to a campaign or audience

Adds a contact to a campaign, audience or segment in ProveSource.

Enroll new CRM leads into marketing segments When a lead is created in Finmo, automatically add them to a welcome segment in ProveSource to start outreach. See details

Log sent campaigns on CRM deal records When a campaign is sent in ProveSource, automatically log an activity on the corresponding deal in Finmo for sales tracking. See details

Subscribe contacts after winning deals When a deal is won in Finmo, automatically add the customer as a subscriber in ProveSource to send welcoming newsletters. See details

See all Finmo + ProveSource integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “When deal note created in Finmo, sync it to ProveSource.” between Finmo and ProveSource?

Yes — describe it in the box above and Knit's Integrations Agent researches Finmo and ProveSource's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does integrating ProveSource with Finmo help sales representatives?

Marketing emails sent from ProveSource can automatically log activities on CRM contacts or deals in Finmo, providing sales reps full visibility.

Can new sales prospects automatically enter marketing campaigns?

Yes, creating a new lead or deal in Finmo can immediately add the contact as a subscriber in ProveSource.