Connect Finmo and Google Tasks

Both apps 40Finmo 19Google Tasks 21

• 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 Task Created

  Triggers when a new task is created in a Google Tasks list. Uses timestamp filtering (updatedMin) to efficiently detect new tasks.

• Trigger
  New Task List Created

  Triggers when a new Google Tasks task list is created. This trigger monitors Google Tasks and fires when new task lists are detected.

• Trigger
  Task Details Changed

  Triggers when a specific task's details change. This trigger monitors a single Google Task and fires when any of its details (title, notes, status, due date, completion, position) are modified.

• Trigger
  Task List Changed

  Triggers when a task list changes (title or content updates). This trigger monitors a specific Google Tasks list and fires when changes are detected.

• Trigger
  Task Updated

  Triggers when an existing task is updated in a Google Tasks list. This trigger monitors a specific task list and fires when tasks are modified.

• Action
  Batch Execute

  Executes multiple Google Tasks API operations in a single HTTP batch request and returns structured per-item results. Use this to reduce LLM tool invocations when performing bulk operations like updating many tasks, moving tasks, or deleting multiple items. Note: Each sub-request still counts toward API quota; batching primarily reduces HTTP overhead and tool call count.

• Action
  Clear Tasks

  Permanently clears all completed tasks from a specified google tasks list; this action is destructive and idempotent.

• Action
  Create Task List

  Creates a new task list with the specified title.

• Action
  Delete Task

  Deletes a specified task from a given task list in google tasks.

• Action
  Delete Task List

  Permanently deletes an existing google task list, identified by `tasklist id`, along with all its tasks; this operation is irreversible.

• Action
  Get Task

  Use to retrieve a specific google task if its `task id` and parent `tasklist id` are known.

• Action
  Get Task List

  Retrieves a specific task list from the user's google tasks if the `tasklist id` exists for the authenticated user.

• Action
  Insert Task

  Creates a new task in a given `tasklist id`, optionally as a subtask of an existing `task parent` or positioned after an existing `task previous` sibling, where both `task parent` and `task previous` must belong to the same `tasklist id` if specified.

• Action
  List Task Lists

  Fetches the authenticated user's task lists from google tasks; results may be paginated.

• Action
  List Tasks

  Retrieves tasks from a google tasks list; all date/time strings must be rfc3339 utc, and `showcompleted` must be true if `completedmin` or `completedmax` are specified.

• Action
  Move Task

  Moves the specified task to another position in the destination task list.

• Action
  Patch Task

  Partially updates an existing task (identified by `task id`) within a specific google task list (identified by `tasklist id`), modifying only the provided attributes from `taskinput` (e.g., `title`, `notes`, `due` date, `status`) and requiring both the task and list to exist.

• Action
  Patch Task List

  Updates the title of an existing google tasks task list.

• Action
  Update Task

  Updates the specified task.

• Action
  Update Task Full

  Tool to fully replace an existing Google Task using PUT method. Use when you need to update the entire task resource, not just specific fields. This method requires all required fields (id, title) and replaces the complete task, unlike PATCH which supports partial updates.

• Action
  Update Task List

  Updates the authenticated user's specified task list.

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