finta-webhooks-events
Automate Finta pipeline events with Zapier and email triggers. Use when setting up notifications for investor responses, automating follow-up reminders, or syncing events to other tools. Trigger with phrases like "finta automation", "finta notifications", "finta pipeline events", "finta zapier".
What this skill does
# Finta Webhooks & Events
## Overview
Finta supports event automation through its built-in automation rules and Zapier integration. Pipeline stage changes, investor replies, and deal room views can trigger external actions.
## Built-in Automation Rules
Configure in Settings > Automation:
- **Email reply detected** -> Move to next stage
- **Calendar meeting scheduled** -> Log and notify team
- **Deal room viewed** -> Send Slack notification
- **No response in X days** -> Create follow-up reminder
## Zapier Integration
Available triggers:
1. Pipeline stage changed
2. New investor added
3. Deal room accessed
4. Investor update sent
Example Zap: Finta stage change -> Slack message + Google Sheets row
## Custom Reminder System
```python
import pandas as pd
from datetime import datetime, timedelta
def get_followup_reminders(export_path: str, days: int = 5) -> list:
df = pd.read_csv(export_path)
df["Last Contact"] = pd.to_datetime(df["Last Contact"])
cutoff = datetime.now() - timedelta(days=days)
overdue = df[
(df["Stage"].isin(["Reaching Out", "Follow-up"]))
& (df["Last Contact"] < cutoff)
]
return overdue[["Name", "Firm", "Email", "Last Contact", "Stage"]].to_dict("records")
```
## Resources
- [Finta Website](https://www.trustfinta.com)
## Next Steps
For performance, see `finta-performance-tuning`.
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