Connect CallFire and Finmo

Both apps 33CallFire 14Finmo 19

• Trigger
  New call

  Polls for completed calls. Fires for each new inbound or outbound call.

• Trigger
  New contact

  Polls for newly created contacts in the account.

• Trigger
  New SMS text received

  Polls for inbound SMS text messages. Fires for each newly received text.

• Trigger
  New text sent

  Polls for outbound SMS text messages. Fires for each newly sent text.

• Action
  Add new contact

  Creates a new contact in CallFire and returns its ID.

• Action
  Delete contact

  Deletes a contact by its CallFire contact ID.

• Action
  Get contact by ID

  Retrieves a single contact by its CallFire contact ID.

• Action
  Get contact by property

  Get contact details by property name and value.

• Action
  Get text message

  Retrieves a single sent or received text message by its ID.

• Action
  List contact lists

  Returns all contact lists in the account.

• Action
  Remove contact from list

  Removes a contact (by contact ID) from a specified contact list.

• Action
  Send SMS text message

  Sends an SMS text message to one phone number and returns the new text's ID and state.

• Action
  Send voice call

  Places a text-to-speech voice call to one phone number and returns the new call's ID and state.

• Action
  Update contact

  Updates an existing contact by its CallFire contact ID.

• 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.