Claude-code-plugins-plus-skills finta-webhooks-events

install

source · Clone the upstream repo

git clone https://github.com/jeremylongshore/claude-code-plugins-plus-skills

Claude Code · Install into ~/.claude/skills/

T=$(mktemp -d) && git clone --depth=1 https://github.com/jeremylongshore/claude-code-plugins-plus-skills "$T" && mkdir -p ~/.claude/skills && cp -r "$T/plugins/saas-packs/finta-pack/skills/finta-webhooks-events" ~/.claude/skills/jeremylongshore-claude-code-plugins-plus-skills-finta-webhooks-events && rm -rf "$T"

manifest: plugins/saas-packs/finta-pack/skills/finta-webhooks-events/SKILL.md

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