Connect Finmo to Drop Cowboy

Both apps 43Finmo 19Drop Cowboy 24

• 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 list

  Creates a new, empty contact list in your Drop Cowboy account.

• Action
  Add note to contact

  Adds a note to a Drop Cowboy contact. The note can contain basic HTML.

• Action
  Add number to do-not-contact list

  Adds a phone number (and optionally an email) to the Drop Cowboy do-not-contact list and flags matching contacts as do-not-contact.

• Action
  Add tag

  Creates a new tag in your Drop Cowboy account that you can then apply to contacts.

• Action
  Add tag to contact

  Adds an existing tag to a contact and returns the contact's tags after the change.

• Action
  Add task

  Opens a new task for a contact in the Drop Cowboy shared inbox. New tasks start open and unread.

• Action
  Delete contact

  Deletes a contact. Returns the deleted contact with its deletion time set.

• Action
  Delete number from do-not-contact list

  Removes a phone number from the do-not-contact list, clears the do-not-contact flag on matching contacts, and returns the entry that was removed.

• Action
  Find contacts by phone or email

  Finds contacts whose phone number or email exactly matches the value you provide.

• Action
  Find numbers on do-not-contact list

  Checks phone numbers or email addresses against the do-not-contact list and returns which of them are listed, with the matching entries.

• Action
  Find or add contact

  Finds a contact by phone number (then email), or creates it if none matches, and returns its contact ID. Optionally adds the contact to a list.

• Action
  Get balance

  Returns your Drop Cowboy account balance in US dollars, including the amount reserved for sends in flight, the spendable amount, and your auto-recharge settings.

• Action
  Get campaign statistics

  Returns delivery totals for one campaign: sent, delivered, failed, pending and billable counts with their rates, plus email engagement counts for email campaigns.

• Action
  Get contact

  Returns one contact by id, including its field values, phone numbers, lists, tags, pinned notes, consent and do-not-contact flags. Fails if no contact has that id.

• Action
  List campaigns

  Returns the campaigns on your Drop Cowboy account, optionally narrowed by name, status or type.

• Action
  List contacts

  Returns the contacts on your account, optionally narrowed by list, search text, disposition, owner or brand.

• Action
  List lists

  Returns the contact lists in your Drop Cowboy account, each with its name, brand, owner and contact count. You can filter by name or brand and choose the sort order.

• Action
  List media files

  Returns the playable media files on your Drop Cowboy account, newest first, including whether each is approved for API sends.

• Action
  Send AI call

  Places one outbound call handled by a published AI agent to a phone number or contact. The call is queued and its outcome is reported later by Drop Cowboy.

• Action
  Send email

  Sends an email from one of your Drop Cowboy sending mailboxes to an email address or an existing contact.

• Action
  Send Mimic AI™ Voicemail

  Sends a ringless voicemail spoken from your text in a Mimic AI™ (text-to-speech or cloned) voice, to a phone number or an existing contact.

• Action
  Send SMS

  Sends a text message (SMS, MMS with media, or RCS with a template) to a phone number or an existing contact. The send is queued; its outcome arrives later on status webhooks.

• Action
  Send voice broadcast

  Queues a Press-1 voice broadcast call to one phone number or contact, playing one message to a live person and another to an answering machine. The outcome arrives later on the status webhook.

• Action
  Send Voicemail

  Queues a ringless voicemail to a phone number or contact, using an uploaded audio file or text to speech. Returns the queued message id; the delivery result arrives later on the status webhook.

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