From finta-pack
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".
npx claudepluginhub flight505/skill-forge --plugin finta-packThis skill is limited to using the following tools:
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.
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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.
Configure in Settings > Automation:
Available triggers:
Example Zap: Finta stage change -> Slack message + Google Sheets row
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")
For performance, see finta-performance-tuning.