Finta webhooks events

Skill jeremylongshore/claude-code-plugins-plus-skills/plugins/saas-packs/finta-pack/skills/finta-webhooks-events

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Install

npx -y skills add jeremylongshore/claude-code-plugins-plus-skills --skill finta-webhooks-events

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What its author says it does

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'Automate Finta pipeline events with Zapier and email triggers.

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SKILL.md

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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:

Pipeline stage changed
New investor added
Deal room accessed
Investor update sent

Example Zap: Finta stage change -> Slack message + Google Sheets row

Custom Reminder System

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

Next Steps

For performance, see finta-performance-tuning.