Connect Cartes and Finmo

Both apps 31Cartes 12Finmo 19

• Trigger
  New marker

  Triggers when a new marker is added to a Cartes map.

• Action
  Add map

  Creates a new map on Cartes.io and returns it, including the one-time map token needed to edit or delete it.

• Action
  Add marker

  Adds a marker at a latitude and longitude on a Cartes.io map, in an existing or new category.

• Action
  Delete map

  Deletes a map from Cartes.io.

• Action
  Delete marker

  Deletes a marker from a Cartes.io map.

• Action
  Find maps by keyword

  Returns public Cartes.io maps that match a keyword.

• Action
  Get map

  Returns a single Cartes.io map, including its title, description, privacy setting and categories.

• Action
  List categories

  Returns all marker categories available on Cartes.io.

• Action
  List maps

  Returns the public maps on Cartes.io, optionally filtered by ID, category or query.

• Action
  List markers

  Returns all markers on a Cartes.io map, optionally including expired ones.

• Action
  Update map

  Updates the title, description, privacy or marker-creation setting of an existing Cartes.io map.

• Action
  Update marker

  Updates a marker on a Cartes.io map: change its description, or (as the map owner) flag it as spam.

• 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.

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