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".
Best use case
finta-webhooks-events is best used when you need a repeatable AI agent workflow instead of a one-off prompt.
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".
Teams using finta-webhooks-events should expect a more consistent output, faster repeated execution, less prompt rewriting.
When to use this skill
- You want a reusable workflow that can be run more than once with consistent structure.
When not to use this skill
- You only need a quick one-off answer and do not need a reusable workflow.
- You cannot install or maintain the underlying files, dependencies, or repository context.
Installation
Claude Code / Cursor / Codex
Manual Installation
- Download SKILL.md from GitHub
- Place it in
.claude/skills/finta-webhooks-events/SKILL.mdinside your project - Restart your AI agent — it will auto-discover the skill
How finta-webhooks-events Compares
| Feature / Agent | finta-webhooks-events | Standard Approach |
|---|---|---|
| Platform Support | Not specified | Limited / Varies |
| Context Awareness | High | Baseline |
| Installation Complexity | Unknown | N/A |
Frequently Asked Questions
What does this skill do?
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".
Where can I find the source code?
You can find the source code on GitHub using the link provided at the top of the page.
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SKILL.md Source
# 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`.Related Skills
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