Connect Device Magic and Finmo

Both apps 36Device Magic 17Finmo 19

• Trigger
  New Submission

  Triggers when a form receives a new submission in its Device Magic Database. The form's Device Magic Database destination must be active.

• Action
  Approve Device

  Approves a device that is waiting to join your organization. Approving an already-approved device has no effect.

• Action
  Create Group

  Creates a new group in your organization.

• Action
  Delete Form

  Deletes a form from your organization.

• Action
  Delete Group

  Deletes a group from your organization.

• Action
  Get Device

  Returns one device in your organization by its numeric ID or device identifier.

• Action
  Get Form

  Returns a form's definition: its title and questions.

• Action
  List Devices

  Returns the devices joined to your Device Magic organization, with owner, groups and approval status.

• Action
  List Dispatches

  Returns the dispatched forms still outstanding across all devices in your organization.

• Action
  List Forms

  Returns the forms in your organization with their namespace, version and group.

• Action
  List Groups

  Returns the groups in your organization with their form and device IDs, optionally filtered by name.

• Action
  List Resources

  Returns the resources (uploaded files such as images, spreadsheets and PDFs) in your organization.

• Action
  List Submissions

  Returns submissions stored in a form's Device Magic Database. The form's Device Magic Database destination must be active.

• Action
  Remove Device

  Removes a device from your organization.

• Action
  Revoke Dispatch

  Revokes a dispatched form from a device.

• Action
  Update Device

  Updates a device's owner, description or groups. Fields left blank are unchanged.

• Action
  Update Group

  Renames a group in your organization.

• 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.