finta-webhooks-events

# 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`.