--- title: "Connect Bitly and Finmo - APIANT.ai" description: "When \"New Bitlink in Group\" fires in Bitly, your agent runs \"Add client\" in Finmo." canonical: "https://apiant.ai/connect/bitly-to-finmo" --- # Connect Bitly and Finmo When **New Bitlink in Group** fires in [Bitly](https://apiant.ai/connections/bitly), your agent runs **Add client** in [Finmo](https://apiant.ai/connections/finmo), or **Application Submitted by Borrower** in Finmo to **Update a User** in Bitly. Describe the whole flow and it is built, tested on every scenario and kept running. Bitly **8** triggers Bitly **25** actions Finmo **6** triggers Finmo **13** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Bitly and Finmo to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Bitly and Finmo can do together ### From Bitly to Finmo - When **New Bitlink in Group** in Bitly then **Add client** in Finmo - When **New Branded Short Domain** in Bitly then **Add client income** in Finmo ### From Finmo to Bitly - When **Application Submitted by Borrower** in Finmo then **Update a User** in Bitly - When **Deal Submitted** in Finmo then **Add Custom Bitlink** in Bitly Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Bitly and Finmo ## Triggers and actions 14 triggers ยท 38 actions - Trigger **New Bitlink in Group** Triggers when a new Bitlink appears in the group. - Trigger **New Branded Short Domain** Triggers when a new branded short domain is added. - Trigger **New Channel** Triggers when a new channel is created. - Trigger **New Group** Triggers when a new group is created. - Trigger **New Organization** Triggers when a new organization is created. - Trigger **New QR Code in Group** Triggers when a new QR code appears in the group. - Trigger **New Sorted Bitlink in Group** Triggers when a new Bitlink appears in the group's sorted ranking. - Trigger **New Tag in Group** Triggers when a new tag appears in the group. - Action **Add Custom Bitlink** create a custom (branded) Bitlink - Action **Bulk update bitlinks** bulk update Bitlinks in a group - Action **Create an inline CSV export for a group** create an inline CSV export for a group - Action **Create Bitlink** Shortens a long URL into a Bitlink. Optionally set a title and a branded custom domain. - Action **Delete a Bitlink** delete a Bitlink - Action **Expand Bitlink** Returns the long destination URL for a Bitlink ID. - Action **Generate a static QR Code image** generate a static QR code image - Action **Get Group Limit Usage** Returns a Bitly group's current feature limit usage, with the count used for each limit. - Action **Get Plan Limits** Returns all plan limits and their current usage counts for a Bitly organization. - Action **Get Platform Limits** Returns the organization's platform limits and current usage counts per API endpoint. - Action **Get QR Code Image** Fetches a QR code's rendered image by QR code ID. The image is saved to APIANT temporary storage and returned as a file reference, so it can be emailed, uploaded or attached in a later step. An error occurs if the QR code is not found. - Action **Get Top Links and QR Codes by Engagement** Returns a group's top-performing bitlinks and decoupled QR codes ranked by engagement count over a chosen reporting window. - Action **Retrieve Bitlink** Fetches the details of a single Bitlink by its ID. - Action **Retrieve Custom Bitlink** Returns the Bitlink that a custom (branded) short link points to, along with that Bitlink's details โ€” destination URL, title, tags, and created timestamp. An error occurs if the custom Bitlink is not found. - Action **Retrieve Group** Fetches a single Bitly group (workspace) by its GUID, returning the group's name, organization, role, status, and branded short domains. An error occurs if the group is not found. - Action **Retrieve Group Preferences** Fetches the preferences for a single Bitly group (workspace) by its GUID, returning the group's default short domain. An error occurs if the group is not found. - Action **Retrieve Organization** Fetches a single Bitly organization by its GUID, returning the organization's name, subscription tier, role, status, and branded short domains. An error occurs if the organization is not found. - Action **Retrieve QR Code** Returns the details of a single QR code by its ID โ€” title, the Bitlink and destination URLs it encodes, its type, tags, and created/updated timestamps. This returns the QR code's information only, not the scannable image file; use Get QR Code Image for that. An error occurs if the QR code is not found. - Action **Retrieve User** Returns the Bitly user account the connection is authenticated as, including its login, name, email addresses, activity flags and default group. - Action **Shorten a Link** shorten a long URL into a Bitlink - Action **Update a Group** update a group - Action **Update a QR Code** update a QR code - Action **Update a User** update the authenticated user - Action **Update Bitlink** Updates a Bitlink's title, tags, or archived state. - Action **Update Group Preferences** update group preferences - Trigger **Application Started** Triggers when a new mortgage application is started in Finmo. - Trigger **Application Submitted by Borrower** Triggers when a borrower submits (or resubmits) a mortgage application in Finmo. - Trigger **Deal Submitted** Triggers when a deal (application) in Finmo reaches the Submitted status. - Trigger **Updated Borrower Email** Triggers when a borrower's email address changes (or a new borrower appears) on any application in the selected team. - Trigger **Updated Deal Status** Triggers when an application (deal) changes to a new status. - Trigger **Updated Document Request Status** Triggers when a document request on a Finmo application changes status (requested, needs attention, for review, approved, archived). - Action **Add application** Creates a new mortgage application (deal) in Finmo for a new or existing applicant, optionally inviting the borrower. - Action **Add client** Adds a client (borrower) to a Finmo application, optionally inviting them to the borrower portal. - Action **Add client income** Adds an income (employment, pension, support or other) to a borrower on a Finmo application. - Action **Add client liability** Creates a liability (credit card, loan, lease, support payment, etc.) on a Finmo application for one or more of its borrowers. - Action **Add document** Creates a document upload on a Finmo application and returns a signed link for uploading the file. - Action **Add document request** Creates a document request on a Finmo application, asking one or more borrowers to provide a document of the chosen type. - Action **Delete client** Removes a client (borrower) from a Finmo application. - Action **Find applications by criteria** Searches applications by borrower name or application ID, optionally narrowed to a brokerage, team or broker. - Action **Get client** Returns a client (borrower) on a Finmo application, including their contact details and profile. - Action **List application documents** Returns every document (document request) on a Finmo application, with its status, file details, borrower and document template. - Action **List applications** Returns application overviews for a brokerage, team or broker, optionally searched by borrower name. - Action **Update application** Updates an application's goal settings, such as the goal, purchase price, down payment, property use and closing date. - Action **Update client** Updates a client (borrower) on a Finmo application with new contact, personal and portal details. ## Each app on its own - [ **Bitly** Bitly is a link-management platform for shortening, branding, and tracking URLs.](https://apiant.ai/connections/bitly) - [ **Finmo** Finmo manages the end to end mortgage process.](https://apiant.ai/connections/finmo) Reviews ## What our customers say ## More from Bitly - [ **Bitly to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/bitly-to-hubspot) - [ **Bitly to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/bitly-to-salesforce) - [ **Bitly to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/bitly-to-mailchimp) - [ **Bitly to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/bitly-to-stripe) - [ **Bitly to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/bitly-to-shopify) - [ **Bitly to QuickBooks Online** QuickBooks Online accounting โ€” manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/bitly-to-quickbooks-online) ## More into Finmo - [ **ActiveCampaign to Finmo** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-finmo) - [ **Airtable to Finmo** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-finmo) - [ **Asana to Finmo** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-finmo) - [ **ClickUp to Finmo** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-finmo) - [ **Discord to Finmo** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-finmo) - [ **Brevo to Finmo** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-finmo) Questions ## Bitly and Finmo, answered ### ### What can start an automation from Bitly? Any of Bitly's 8 triggers in the catalog, including New Bitlink in Group, New Branded Short Domain, New Channel and New Group. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Finmo when something happens in Bitly? Any of Finmo's 13 actions, including Update application, Update client, Add application and Add client. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Finmo to Bitly? Yes. When something happens in Finmo, your agent can act in Bitly too. This page covers both directions: Finmo's triggers and Bitly's actions are listed here as well. ### ### Do I have to build a connector for Bitly or Finmo? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Bitly and Finmo without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.