Agent Skills: 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

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.