Connect Finmo to Connectif

Both apps 41Finmo 19Connectif 22

• 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 contact field

  Creates a new custom contact field in the Connectif store and returns the created field.

• Action
  Add custom event

  Records a custom event against a contact in Connectif, using the fields defined on the chosen custom event type. Returns the new activity id and the contact it was recorded on.

• Action
  Add export

  Starts a bulk export of contacts or activities from the Connectif store and returns the id of the new export.

• Action
  Add import

  Starts a bulk import of contacts, products or coupons into Connectif from a CSV file, and returns the new import with its status.

• Action
  Add purchase

  Creates a purchase for an existing contact in Connectif, with the products bought, totals and purchase date. Returns the created purchase.

• Action
  Create or Modify a Contact

  Creates a contact with the given email address, or updates that contact if it already exists, and returns the contact's details.

• Action
  Delete contact

  Deletes a contact from your Connectif store, identified by their email address.

• Action
  Delete product

  Deletes a product from Connectif using the identifier your store assigned to it.

• Action
  Delete purchase

  Deletes a purchase from Connectif using the purchase identifier your store sent when the purchase was created.

• Action
  Get contact

  Returns a Connectif contact by email address, including system fields and the account's custom contact fields.

• Action
  Get export

  Returns an export's details, including its status, progress and, once it has finished, a link to download the file.

• Action
  Get import

  Returns one import by its identifier, including its status, counts of succeeded and failed elements, options and error report link.

• Action
  Get product

  Returns a product from your Connectif catalog, looked up by its identifier in your store. An error occurs if the product is not found.

• Action
  Get purchase

  Returns a purchase, including its products, using the identifier your store gave it. An error occurs if the purchase is not found.

• Action
  Get store

  Returns the details of the Connectif store your account is connected to, including its name, alias and organization.

• Action
  Get workflow

  Returns a workflow by its ID, including its name, description, tags, folder, status and activity dates.

• Action
  List contact fields

  Returns the contact fields defined in the store, including each field's type, default value and allowed options. Can be limited to custom fields or built-in fields.

• Action
  List coupon sets

  Returns the coupon sets in the Connectif account, optionally narrowed to those whose name contains the given text.

• Action
  List exports

  Returns the exports in the Connectif account, with each export's type, status, progress and download link.

• Action
  List imports

  Returns the imports in the Connectif account, each with its type, status, record counts, options and dates.

• Action
  List workflows

  Returns the workflows in the Connectif account, optionally narrowed by status or by specific workflows.

• Action
  Update product

  Updates a product in the Connectif catalog by its store identifier, and creates the product if that identifier does not exist yet. Returns the resulting product.

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