Connect Finmo to Apify

Both apps 39Finmo 19Apify 20

• 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.

• Action
  Abort Actor build

  Aborts an Actor build that is starting or running and returns the build's details. Builds that already finished, failed, timed out or are aborting are left unchanged.

• Action
  Abort Actor run

  Aborts a running or starting Apify Actor run and returns the run's details, including its updated status. Runs that already finished, failed or timed out are left unchanged.

• Action
  Add dataset items

  Appends one or more items to the end of an Apify dataset.

• Action
  Add request to request queue

  Adds a URL request to an Apify request queue, or returns the existing request if one with the same unique key is already queued.

• Action
  Delete key-value store record

  Deletes a record, identified by its key, from an Apify key-value store.

• Action
  Fetch Dataset Items

  Returns all items stored in an Apify dataset, such as the results scraped by an Actor run, with optional field selection and cleanup.

• Action
  Find Last Actor Run

  Returns the most recent run of an Actor, optionally limited to runs with a given status or started a given way, including its status, timing and the ids of its default dataset and key-value store.

• Action
  Find Last Task Run

  Returns the most recent run of an Apify Actor task, optionally limited to runs with a given status or origin.

• Action
  Get Actor

  Returns all the details of an Apify Actor, including its versions, default run options, statistics and pricing.

• Action
  Get Actor run

  Returns the details of one Actor run, including its status, timing, statistics, costs and the IDs of its default dataset, key-value store and request queue. Can optionally wait up to 60 seconds for the run to finish.

• Action
  Get Key-Value Store Record

  Returns the value stored under a key in an Apify key-value store, such as an Actor run's output or input record.

• Action
  Get task

  Returns the details of an Apify Actor task, including its saved input, run options, and run statistics.

• Action
  List Actor runs

  Returns the runs of one of your Apify Actors, with each run's status, start and finish times, cost and the IDs of its default dataset and key-value store. Can be filtered by status and start date.

• Action
  List Actors

  Returns the Actors you created or have used in your Apify account, with each Actor's ID, name, owner username, title and usage stats.

• Action
  List datasets

  Returns the datasets in your Apify account, with each dataset's id, name, item count and timestamps.

• Action
  List tasks

  Returns the Actor tasks you have created or used, with each task's id, name, Actor and run stats.

• Action
  Run Actor

  Starts a run of an Apify Actor with the input you provide and returns the new run, including its status and the IDs of its default dataset and key-value store.

• Action
  Run Task

  Starts a run of one of your saved Apify Actor tasks, optionally overriding parts of its input, and returns the new run with its status and storage IDs.

• Action
  Scrape Single URL

  Scrapes one web page with Apify's Website Content Crawler and returns its cleaned text, Markdown, title and metadata. Waits for the scrape to finish (up to 5 minutes).

• Action
  Set Key-Value Store Record

  Saves a value under a key in an Apify key-value store, replacing any existing record with the same key.

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