Connect Finmo and Hex

Both apps 52Finmo 19Hex 33

• 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
  List Groups

  Triggers when a group is found in your Hex workspace.

• Trigger
  List Projects

  Triggers when a project is found in your Hex workspace.

• Trigger
  List Users

  Triggers when a user is found in your Hex workspace.

• Trigger
  New Project Run

  Triggers when a new API-triggered run appears for a Hex project.

• Action
  Add Cell

  Create a new cell in a project.

• Action
  Add Collection

  Create a new collection.

• Action
  Add Data Connection

  Create a new data connection.

• Action
  Create Embed URL

  Creates a presigned URL to embed a published Hex project.

• Action
  Create Group

  Creates a new group in your Hex workspace.

• Action
  Create Project

  Creates a new Hex project.

• Action
  Deactivate User

  Deactivate a workspace user.

• Action
  Delete Cell

  Delete a cell.

• Action
  Delete Group

  Delete a group.

• Action
  Export Project

  Export a project's notebook contents.

• Action
  Get Cell

  Fetch a single cell by id.

• Action
  Get Cell Output

  Fetch a cell's output value.

• Action
  Get Collection

  Fetch a single collection by id.

• Action
  Get Data Connection

  Fetch a single data connection by id.

• Action
  Get Group

  Fetch a single group by id.

• Action
  Get Project

  Retrieves metadata about a specific Hex project.

• Action
  Get Project Runs

  Retrieves the run history for a Hex project, optionally filtered by status.

• Action
  Get Run Status

  Retrieves the status of a Hex project run, automatically waiting until the run reaches a final state (completed, errored, killed, or unable to allocate a kernel).

• Action
  List Cells

  List cells within a project.

• Action
  List Collections

  List collections (folders) in the workspace.

• Action
  List Data Connections

  List configured data connections in the workspace.

• Action
  Run Project

  Triggers execution of a published Hex project.

• Action
  Share Project With Groups

  Shares a Hex project with one or more groups at a specified access level.

• Action
  Share Project With Users

  Shares a Hex project with one or more users at a specified access level.

• Action
  Update Cell

  Edit a cell's contents.

• Action
  Update Collection

  Edit a collection's name/contents.

• Action
  Update Data Connection

  Edit a data connection's config.

• Action
  Update Group

  Edit a group's name/members.

• Action
  Update Project Status

  Updates the status of a Hex project (or removes it).

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