--- title: "Connect Finmo and Foxit eSign - APIANT.ai" description: "When \"Application Submitted by Borrower\" fires in Finmo, your agent runs \"Add folder from PDFs\" in Foxit eSign." canonical: "https://apiant.ai/connect/finmo-to-foxit-esign" --- # Connect Finmo and Foxit eSign When **Application Submitted by Borrower** fires in [Finmo](https://apiant.ai/connections/finmo), your agent runs **Add folder from PDFs** in [Foxit eSign](https://apiant.ai/connections/foxit-esign), or **Document Cancelled** in Foxit eSign to **Add document** in Finmo. Describe the whole flow and it is built, tested on every scenario and kept running. Finmo **6** triggers Finmo **13** actions Foxit eSign **2** triggers Foxit eSign **5** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Finmo and Foxit eSign to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Finmo and Foxit eSign can do together ### From Finmo to Foxit eSign - When **Application Submitted by Borrower** in Finmo then **Add folder from PDFs** in Foxit eSign - When **Deal Submitted** in Finmo then **Send signature reminder** in Foxit eSign ### From Foxit eSign to Finmo - When **Document Cancelled** in Foxit eSign then **Add document** in Finmo - When **Document Deleted** in Foxit eSign then **Add document request** in Finmo Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Finmo and Foxit eSign ## Triggers and actions 8 triggers · 18 actions - 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. - Trigger **Document Cancelled** Triggers when a recipient cancels or declines a Foxit eSign envelope (folder). - Trigger **Document Deleted** Triggers when a Foxit eSign envelope (folder) is deleted. - Action **Add folder from PDFs** Creates a folder of documents for signature from PDF files at public URLs or in base64, with its recipient parties, and optionally sends it right away or opens embedded sending/signing sessions. - Action **Cancel folder** Cancels a sent folder (envelope) so recipients can no longer sign its documents, recording the reason in the folder's history. - Action **Find folders by status and date** Returns the IDs of folders (envelopes) created within a date range, optionally filtered by status such as executed, sent or draft. - Action **Get folder** Returns the full details of a Foxit eSign folder (envelope), including its status, documents and recipient parties. - Action **Send signature reminder** Sends a reminder email to the recipients of a folder (envelope) who have not yet signed it. ## Each app on its own - [ **Finmo** Finmo manages the end to end mortgage process.](https://apiant.ai/connections/finmo) - [ **Foxit eSign** Foxit eSign is an end-to-end cloud-based esignature solution that is cost-effective, comprehensive, and...](https://apiant.ai/connections/foxit-esign) Reviews ## What our customers say ## More from Finmo - [ **Finmo to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/finmo-to-hubspot) - [ **Finmo to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/finmo-to-salesforce) - [ **Finmo to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/finmo-to-slack) - [ **Finmo to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/finmo-to-google-sheets) - [ **Finmo to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/finmo-to-gmail) - [ **Finmo to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/finmo-to-google-calendar) ## More into Foxit eSign - [ **ActiveCampaign to Foxit eSign** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-foxit-esign) - [ **Airtable to Foxit eSign** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-foxit-esign) - [ **Asana to Foxit eSign** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-foxit-esign) - [ **ClickUp to Foxit eSign** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-foxit-esign) - [ **Discord to Foxit eSign** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-foxit-esign) - [ **Brevo to Foxit eSign** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-foxit-esign) Questions ## Finmo and Foxit eSign, answered ### ### What can start an automation from Finmo? Any of Finmo's 6 triggers in the catalog, including Application Submitted by Borrower, Deal Submitted, Updated Borrower Email and Updated Deal Status. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Foxit eSign when something happens in Finmo? Any of Foxit eSign's 5 actions, including Send signature reminder, Add folder from PDFs, Find folders by status and date and Get folder. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Foxit eSign to Finmo? Yes. When something happens in Foxit eSign, your agent can act in Finmo too. This page covers both directions: Foxit eSign's triggers and Finmo's actions are listed here as well. ### ### Do I have to build a connector for Finmo or Foxit eSign? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Finmo and Foxit eSign without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.