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Automate tasks across Finmo with Salesforce

We work with you to understand your business processes, and automate all work between Finmo and Salesforce.

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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.Get Started
Create a Salesforce follow-up from new qualified activity in Finmo.Get Started
Copy new customer details from Finmo into Salesforce.Get Started
Update the matching Salesforce item when a Finmo status changes.Get Started
Start a review in Salesforce when Finmo flags an exception.Get Started
Summarize new Finmo activity and save it in Salesforce.Get Started

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 CustomerCreateCreates a new customer in Finmo.
Disable CustomerUpdateDisables an existing customer in Finmo.
Enable CustomerUpdateEnables an existing customer in Finmo.
Get CustomerReadFinds a customer in Finmo by ID.
List CustomersReadRetrieves customers from the Finmo platform.
Update CustomerUpdateUpdates an existing customer in Finmo.
Create PayinCreateCreates a new payin in Finmo.
List PayinsReadRetrieves payins from the Finmo platform.
Retrieve PayinReadFinds a payin in Finmo by ID.
Create PayoutCreateCreates a new payout in Finmo.
List PayoutsReadRetrieves payouts from the Finmo platform.
Retrieve PayoutReadFinds a payout in Finmo by ID.
Create Payout BeneficiaryCreateCreates a new payout beneficiary in Finmo.
List Payout BeneficiariesReadRetrieves payout beneficiaries from the Finmo platform.
Create Payout SenderCreateCreates a new payout sender in Finmo.

Frequently Asked Questions

Common questions about working with MindCloud on your Finmo and Salesforce integration.

Apps are the systems your business runs on, like Finmo and Salesforce. Actions are the things MindCloud can do in those systems, such as finding a record, sending a message, or updating data.

A workflow connects apps and actions in the order your process needs. That's it.