Connect Finmo and Google Analytics

Both apps 27Finmo 19Google Analytics 8

• 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 Daily Report Row

  Triggers once for each report row of the previous full day (in the property's time zone), with the chosen dimensions and metrics as fields. Checks for yesterday's rows on every poll and delivers each row once.

• Action
  Get Metadata

  Returns the dimensions and metrics available for reporting on a GA4 property, including custom ones.

• Action
  Get Property

  Returns the details of one GA4 property, such as its name, time zone and currency.

• Action
  List Accounts

  Returns the Google Analytics accounts the connected user can access.

• Action
  List Audiences

  Returns the audiences defined on a GA4 property.

• Action
  List Properties

  Returns the GA4 properties under an account.

• Action
  Run Realtime Report

  Runs a GA4 realtime report covering the last 30 minutes of activity on a property.

• Action
  Run Report

  Runs a GA4 report for the chosen dimensions, metrics and date range and returns one row per dimension combination.

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