Individual skill
finta-common-errors
Diagnose and fix common Finta CRM issues with email sync, deal rooms, and pipeline. Trigger with phrases like "finta error", "finta not working", "fix finta".
plugins/saas-packs/finta-pack/skills/finta-common-errors/SKILL.md
Source commit 0500b275e963c027f6b410e8c49c0446945c574e
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- Last checked
- Nov 12, 2026
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- Repository last updated
- Nov 12, 2026
- License
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- ai Repository topic
- automation Repository topic
- claude-code Repository topic
- devops Repository topic
- mcp Repository topic
- ai-agents Repository topic
- anthropic Repository topic
- claude-code-plugins Repository topic
- developer-tools Repository topic
- llm Repository topic
- saas Declared skill tag
- fundraising-crm Declared skill tag
- investor-management Declared skill tag
- finta Declared skill tag
- sales Derived category
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# Finta Common Errors
## Overview
Finta is a fundraising CRM that manages investor pipelines, deal rooms, email sync, and payment collection for startups raising capital. Common errors involve round state transition violations (e.g., moving a round backward from "Closing" to "Outreach"), investor deduplication failures during CSV imports, and pipeline sync breakdowns between email providers and the deal tracker. Aurora AI suggestions depend on complete company profiles, and incomplete data is the top cause of empty recommendations. This reference covers API-level errors and CRM workflow issues that disrupt fundraising operations.
## Prerequisites
- A reproducible symptom, timestamp, and opaque correlation identifier; collect no unnecessary investor or payment data.
- Access to the affected workspace and integration logs through an authorized support role.
- A known owner for account access, workflow changes, and any security escalation.
## Instructions
1. Classify the failure as authentication, authorization, validation, throttling, delivery, or upstream availability.