Connect Calendly and Finmo

Both apps 39Calendly 20Finmo 19

• Trigger
  Canceled scheduled event (polling)

  Triggers when a scheduled event is canceled.

• Trigger
  New scheduled event (polling)

  Triggers when a new scheduled event is created.

• Action
  Cancel scheduled event

  Cancels a scheduled event with a specified reason for the cancellation.

• Action
  Create single-use scheduling link

  Creates a single-use booking link that allows one person to schedule an event.

• Action
  Get current user

  Returns the authenticated user's profile including name, email, timezone, and scheduling URL.

• Action
  Get event type

  Returns details for the specified event type.

• Action
  Get invitee

  Returns details about a specific invitee for a scheduled event.

• Action
  Get invitee next scheduled event

  Gets the next scheduled event for the invitee specified by their email.

• Action
  Get scheduled event

  Returns details about a specific scheduled event.

• Action
  Get user availability schedule

  Returns details for the specified user availability schedule.

• Action
  List event invitees

  Returns the list of invitees for a scheduled event, optionally filtered by status.

• Action
  List event type availability schedules

  Returns the event type's availability schedules.

• Action
  List event types

  Returns your calendar's event type templates, optionally filtered by scope and active status.

• Action
  List organization memberships

  Returns all members of the connected Calendly organization (paginated). One record per membership: user_email, user_uri, user_name, role.

• Action
  List scheduled events

  Returns scheduled events, filterable by scope, status, date range, and invitee email.

• Action
  List user availability schedules

  Returns the user's availability schedules.

• Action
  List webhook subscriptions

  Returns all webhook subscriptions for your organization.

• Action
  Mark invitee as no-show

  Records that an invitee did not attend their scheduled event.

• Action
  Undo invitee no-show

  Removes a no-show marking from an invitee.

• Action
  Update event type availability schedule

  Replaces a single host's availability schedule on a Calendly event type with explicit date rules (full overwrite). Built for CalendarConnect: push real Mindbody bookable slots into Calendly so only MBO-bookable times are offered. CRITICAL: the host is targeted by the NESTED availability_rule.user — a top-level user alone is silently ignored and Calendly replaces the OAuth token owner's schedule instead. Always verify stored_user equals the requested host before trusting the result. For round-robin events, call once per host.

• 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.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.