--- title: "Connect Finmo and GetResponse - APIANT.ai" description: "When \"Application Submitted by Borrower\" fires in Finmo, your agent runs \"Create Contact\" in GetResponse." canonical: "https://apiant.ai/connect/finmo-to-getresponse" --- # Connect Finmo and GetResponse When **Application Submitted by Borrower** fires in [Finmo](https://apiant.ai/connections/finmo), your agent runs **Create Contact** in [GetResponse](https://apiant.ai/connections/getresponse), or **New Autoresponder** in GetResponse to **Add client** in Finmo. Describe the whole flow and it is built, tested on every scenario and kept running. Finmo **6** triggers Finmo **13** actions GetResponse **6** triggers GetResponse **14** 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 GetResponse 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 GetResponse can do together ### From Finmo to GetResponse - When **Application Submitted by Borrower** in Finmo then **Create Contact** in GetResponse - When **Deal Submitted** in Finmo then **Update Contact** in GetResponse ### From GetResponse to Finmo - When **New Autoresponder** in GetResponse then **Add client** in Finmo - When **New Contact** in GetResponse then **Add client income** 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 GetResponse ## Triggers and actions 12 triggers · 27 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 **New Autoresponder** Triggers when a new autoresponder message is created in your GetResponse account. - Trigger **New Contact** Triggers when a new contact is added to your GetResponse account, optionally only for a chosen list or origin. - Trigger **New Form** Triggers when a new form is created in your GetResponse account, optionally limited to one list, a status or a name. - Trigger **New Landing Page** Triggers when a new landing page is created in your GetResponse account. - Trigger **New List** Triggers when a new list (campaign) is created in your GetResponse account. - Trigger **New Newsletter** Triggers when a new newsletter is created in your GetResponse account, optionally limited to one list, status, type, name or subject. - Action **Add custom field** Creates a new contact custom field definition in your GetResponse account. - Action **Add list** Creates a new contact list (campaign) in GetResponse, with optional language, postal address, confirmation, opt-in and profile settings. - Action **Add tag** Creates a new tag in your GetResponse account that you can then apply to contacts. - Action **Create Contact** Adds a new contact to a GetResponse list, optionally with a name, tags, scoring and custom field values. - Action **Create Newsletter** Creates a newsletter in a GetResponse campaign and queues it for sending (or saves it as a draft). - Action **Delete newsletter** Deletes a newsletter from your GetResponse account. - Action **Find Contact** Returns the contacts that match an email address, name, list or other criteria you specify. - Action **Find List** Returns the GetResponse lists (campaigns) whose name matches the text you give, optionally limited to your default list. - Action **Find newsletters by criteria** Returns up to 1000 newsletters that match the criteria you give, such as subject, name, status, type, list or created/sent date range. - Action **Get contact** Returns one GetResponse contact by its ID, including its list, tags and custom field values. - Action **List custom fields** Returns the custom fields defined in your GetResponse account, optionally filtered by name. - Action **List tags** Returns the tags in your GetResponse account, optionally filtered by name or creation date and sorted by name or date. - Action **Remove Contact** Permanently removes a contact from your GetResponse account. Optionally records the removal as an unsubscribe from a specific message. - Action **Update Contact** Updates an existing GetResponse contact: name, email, list, autoresponder day, score, note, tags and custom field values. Fields left blank are not changed. ## Each app on its own - [ **Finmo** Finmo manages the end to end mortgage process.](https://apiant.ai/connections/finmo) - [ **GetResponse** With an all-in-one suite of online marketing tools, GetResponse is the perfect solution to help you grow...](https://apiant.ai/connections/getresponse) 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 GetResponse - [ **ActiveCampaign to GetResponse** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-getresponse) - [ **Airtable to GetResponse** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-getresponse) - [ **Asana to GetResponse** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-getresponse) - [ **ClickUp to GetResponse** 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-getresponse) - [ **Discord to GetResponse** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-getresponse) - [ **Freshdesk to GetResponse** Freshdesk is a cloud-based customer support and helpdesk platform.](https://apiant.ai/connect/freshdesk-to-getresponse) Questions ## Finmo and GetResponse, 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 GetResponse when something happens in Finmo? Any of GetResponse's 14 actions, including Create Contact, Create Newsletter, Update Contact and Add custom field. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from GetResponse to Finmo? Yes. When something happens in GetResponse, your agent can act in Finmo too. This page covers both directions: GetResponse's triggers and Finmo's actions are listed here as well. ### ### Do I have to build a connector for Finmo or GetResponse? 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 GetResponse 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.