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From finta-pack
Automates Finta pipeline events with built-in rules, Zapier triggers for stage changes/investor updates, and Python reminders for notifications and follow-ups.
How this skill is triggered — by the user, by Claude, or both
Slash command
/finta-pack:finta-webhooks-eventsThis skill is limited to the following tools:
The summary Claude sees in its skill listing — used to decide when to auto-load this skill
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.
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.
npx claudepluginhub jeremylongshore/claude-code-plugins-plus-skills --plugin finta-packProvides Python patterns for Finta CRM CSV processing, Gmail investor email tracking, and Zapier webhook integrations for fundraising pipelines and automation.
Tracks investor email conversations in fundraising pipelines, summarizing status, last discussions, next steps, interest levels, and cold leads. Useful for founders managing active fundraises from email.
Creates, edits, and optimizes skills for Claude Code, including drafting, evaluating with test prompts, iterating on performance, and improving skill descriptions for better triggering accuracy.