Connect Finmo and Freshservice

Both apps 49Finmo 19Freshservice 30

• 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
  Deleted Ticket

  Triggered when a ticket is deleted.

• Trigger
  New or Updated Change

  Triggered by a new or updated change in Freshservice.

• Trigger
  New or Updated Release

  Triggered by a new or updated release.

• Trigger
  Two-way sync new and updated changes

  Triggered by new and updated changes

• Trigger
  Two-way sync new and updated problems with PagerDuty ID

  A trigger for two-way syncing new and updated problems having a PagerDuty ID. Can only be used with two-way sync actions.

• Trigger
  Two-way sync new and updated releases

  Triggered by new or updated release

• Trigger
  Two-way sync new and updated tickets

  A trigger for two-way syncing new and updated tickets. Can only be used with two-way sync actions.

• Trigger
  Updated Change

  Triggered when a change is updated (created_at differs from updated_at).

• Trigger
  Updated Problem

  Triggered when a problem is updated (created_at != updated_at).

• Trigger
  Updated Release

  Triggered when a release is updated.

• Action
  Add Attachment to a Ticket

  Adds an attachment from a url to a specified ticket.

• Action
  Add Attachment to a Ticket (Cisco)

  Adds an attachment from a url to a specified ticket.

• Action
  Add Note To A Problem

  Adds a note to a problem provided its id.

• Action
  Delete change

  Deletes a change request in Freshservice.

• Action
  Delete Problem

  Deletes a problem given its ID.

• Action
  Delete Ticket

  Deletes a ticket given its ID.

• Action
  Get agent

  Returns the details of a single agent in Freshservice, including their custom field values.

• Action
  Get change

  Returns a single change request by its ID, including its custom fields.

• Action
  Get problem

  Returns a single Freshservice problem by its ID, including its custom fields.

• Action
  Get release

  Returns a Freshservice release by its ID, including its planning details, associated assets and changes, and custom fields.

• Action
  Get requester

  Returns a single requester's details, including contact info, departments and custom fields.

• Action
  Get Ticket

  Retrieves a single ticket by ID.

• Action
  List Agents

  Lists agents.

• Action
  List changes

  Returns change requests in Freshservice, optionally filtered by view, requester or last-updated time.

• Action
  List problems

  Returns the problems in your Freshservice account, optionally only those updated since a given time.

• Action
  List releases

  Returns the releases in your Freshservice account, optionally only those updated since a given time.

• Action
  List Requesters

  Lists requesters.

• Action
  List Tickets

  Lists tickets, optionally filtered.

• Action
  Reply to a Ticket

  Adds a public reply to a ticket.

• Action
  Two-way sync delete ticket

  Deletes a ticket. For use only with two-way sync delete triggers.

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