Finta Webhooks Events

---
name: finta-webhooks-events
description: '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".

  '
allowed-tools: Read, Write, Edit
version: 1.7.0
license: MIT
author: Jeremy Longshore <jeremy@intentsolutions.io>
tags:
- saas
- fundraising-crm
- investor-management
- finta
compatibility: Designed for Claude Code
---
# Finta Webhooks & Events

## Overview

Process integration events safely by authenticating the sender, minimizing payload handling, and making every downstream action replay-safe.

## Prerequisites

- A verified signing-secret delivery path and a service that can retain the raw request body for verification.
- A durable event ledger or idempotency store plus an exception-queue owner.
- Synthetic event fixtures and an approved destination allowlist.

## Instructions

1. Verify the signature and timestamp before parsing or queuing an event.
2. Store only opaque event identifiers and necessary state; redact payloads from diagnostics.
3. Deduplicate by provider event ID, queue approved work with bounded retries, and acknowledge only after durable acceptance.
4. Route unknown event types, signature failures, and exhausted retries to reviewed handling without replaying side effects.

## Output

Return a processing receipt with opaque event ID, verification outcome, handler version, idempotency result, destination status, and redacted error category.

## Error Handling

- Reject missing, stale, or invalid signatures without exposing comparison details.
- Quarantine unknown schemas or destinations for review.
- Pause downstream delivery on permission or duplication anomalies and use the event ledger for a controlled replay.

## Examples

Send the same synthetic signed event twice. The first is durably queued and processed once; the second returns a duplicate outcome. An invalid-signature fixture is rejected and creates only a redacted security receipt.

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`.