Connect Finmo and Habitify

Both apps 40Finmo 19Habitify 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 Log

  Triggers when a new log entry is recorded for the selected habit.

• Trigger
  New Mood

  Triggered when a new mood is logged on a note for the chosen habit.

• Trigger
  New Note

  Triggers when a new note is added to the selected habit.

• Trigger
  New Status

  Triggers when a habit is marked completed, skipped or failed for a day.

• Action
  Add area

  Creates a new area for organizing and categorizing habits, and returns the created area.

• Action
  Add habit

  Creates a new habit, with an optional schedule, goal, reminders, end condition and area assignments, and returns the created habit.

• Action
  Add Log

  Adds a log entry with a specific value and unit to a measurable habit, for today or a chosen date.

• Action
  Add Note

  Adds a note to a habit, with any combination of text, a mood level and photos. Returns the note that was created.

• Action
  Complete habit

  Marks a habit as completed for a specific date, with Habitify working out the log value from the habit's goal.

• Action
  Delete habit

  Permanently deletes a habit along with its logs, notes, goals and reminders. This cannot be undone.

• Action
  Delete habit log

  Permanently deletes one log entry from a habit, removing the recorded value from its tracking history.

• Action
  Fail habit

  Marks a habit as failed for a specific date, defaulting to today.

• Action
  Get habit

  Returns the full details of a habit, including its schedule, goals, reminders, areas and time-of-day periods. An error occurs if the habit is not found.

• Action
  Get Habit Journal

  Returns all your habits for a given day, with each habit's completion status, current streak and progress toward its goal.

• Action
  Get habit statistics

  Returns aggregated statistics for a habit over an optional date range, including completion, skip and failure counts, total and average logged values, and a day-by-day progress breakdown.

• Action
  List areas

  Returns all of the areas in the Habitify account, the groups used to organize habits such as Health or Work.

• Action
  List habit logs

  Returns the log entries recorded for a habit, newest first, optionally limited to a date range.

• Action
  List habit notes

  Returns the notes attached to a habit, including each note's text, mood level, photos and creation time.

• Action
  List habits

  Returns the habits in the account, optionally filtered by archived status, area, habit type or time of day.

• Action
  Skip habit

  Marks a habit as skipped for a specific date, for days you intentionally decide not to perform it. Returns Habitify's confirmation message.

• Action
  Update Status

  Changes a habit's status for a day to completed, failed, skipped or in progress, replacing anything already logged for that day. Returns Habitify's confirmation message.

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