How do I install the Finta Webhooks Events skill?

Run npx skillmds@latest add jeremylongshore/finta-webhooks-events in your terminal (requires Node.js), paste this page's agent-chat prompt into Claude, Cursor, or any MCP-connected agent, or download the SKILL.md file and copy it into your agent's skills directory.

Is Finta Webhooks Events safe to use?

This skill has not completed SkillMD's automated safety review yet. Capability flags: makes network calls. SkillMD never runs a skill's scripts for you; review the SKILL.md before installing.

Which AI agents work with Finta Webhooks Events?

This skill is tagged as working with Claude Code, Claude.ai, OpenAI Codex. SKILL.md is an open format, so most agents that read a skills directory can load it too.

Is Finta Webhooks Events free to use?

Yes. Installing skills from SkillMD is free, and the skill stays under its author's original license.

Who published Finta Webhooks Events?

jeremylongshore (@jeremylongshore) published this skill. Their other Agent Skills are listed on their SkillMD profile.

Finta Webhooks Events by jeremylongshore

Name: Finta Webhooks Events
Rating: 4.2 (5 reviews)
Author: jeremylongshore

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". '

File contents

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.

Source: jeremylongshore/claude-code-plugins-plus-skills → skills/.curated/finta-webhooks-events/SKILL.md

Also appears in: jeremylongshore/claude-code-plugins-plus-skills/plugins/saas-packs/finta-pack/skills/finta-webhooks-events/SKILL.md

---name: finta-webhooks-eventsdescription: '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". '---# Finta Webhooks & Events## OverviewFinta 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 RulesConfigure 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 IntegrationAvailable triggers:1. Pipeline stage changed2. New investor added3. Deal room accessed4. Investor update sentExample Zap: Finta stage change -> Slack message + Google Sheets row## Custom Reminder System```pythonimport pandas as pdfrom datetime import datetime, timedeltadef 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 StepsFor performance, see `finta-performance-tuning`.---**Source:** [`jeremylongshore/claude-code-plugins-plus-skills`](https://github.com/jeremylongshore/claude-code-plugins-plus-skills) → `skills/.curated/finta-webhooks-events/SKILL.md`**Also appears in:** `jeremylongshore/claude-code-plugins-plus-skills/plugins/saas-packs/finta-pack/skills/finta-webhooks-events/SKILL.md`

Frequently asked questions