Connect Finmo to Aryeo

Both apps 36Finmo 19Aryeo 17

• 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
  Add customer

  Creates a customer in Aryeo with an owner name and email, plus optional contact, team and branding details.

• Action
  Add customer user

  Creates a customer user in Aryeo, optionally adding them to an existing customer team or creating a new team for them.

• Action
  Add listing

  Creates a listing in Aryeo for an existing address, optionally assigning agents, orders and media sections.

• Action
  Cancel appointment

  Cancels an appointment in Aryeo, optionally notifying the order's customer.

• Action
  Create Address

  Creates a street address in Aryeo from coordinates and address parts, and returns the new address record.

• Action
  Create Appointment

  Creates a scheduled appointment on an existing Aryeo order, with a start and end time and optional assigned team members and order items.

• Action
  Create Order

  Creates an order in Aryeo, optionally attached to a customer, address and listing with product items.

• Action
  Get appointment

  Returns a single appointment by its ID, including its status, schedule times and optionally related order, items and users.

• Action
  Get listing

  Returns a single real estate listing by its ID, including address, price, building, lot, and optionally agents, media, and orders.

• Action
  Get order

  Returns a single Aryeo order, including its status, payment and fulfillment details, totals and custom fields.

• Action
  List appointments

  Returns appointments in your Aryeo account, optionally filtered by status, timeframe, start date range or assigned user.

• Action
  List customers

  Returns the customers of your Aryeo company, optionally filtered by name, email, email domain, phone, search text or customer team.

• Action
  List customer users

  Returns the customer users in your Aryeo account, optionally filtered by search text, team or pricing plan.

• Action
  List listings

  Returns the real estate listings available to your Aryeo group, optionally filtered by search term, address, agent, status, price, size, rooms or delivery status.

• Action
  List orders

  Returns the orders in your Aryeo account, optionally filtered by search term, payment or fulfillment status, appointment dates, creator, tags or assigned users.

• Action
  Update appointment

  Updates an Aryeo appointment's time, duration, attached users, order items and assigned team members.

• Action
  Update listing

  Updates an existing Aryeo listing's title, description, status, MLS details, price and property facts.

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