Connect Finmo and Hireflix

Both apps 33Finmo 22Hireflix 11

• Trigger
  Application Started

  Triggers when a new application appears in your Finmo team.

• Trigger
  Updated Deal Status

  Triggers when an application's status changes.

• Trigger
  Updated Document Request Status

  Triggers when a document request on an application is added or marked received.

• Action
  Add application

  Creates a new mortgage application (deal) in Finmo for a new or existing applicant, optionally inviting the borrower.

• Action
  Add application note

  Adds a note to an application.

• Action
  Add client

  Creates a new client in your Finmo team.

• Action
  Add client asset

  Adds an asset (property, vehicle, savings, etc.) to a client.

• Action
  Add client income

  Adds an income source to a client.

• Action
  Add client liability

  Adds a liability (loan, credit card, etc.) to a client.

• Action
  Add document

  Uploads a file to an application as a document.

• Action
  Add document request

  Requests an outstanding document on an application.

• Action
  Delete client

  Permanently deletes a client.

• Action
  Find applications by criteria

  Searches applications by borrower name or application ID, optionally narrowed to a brokerage, team or broker.

• Action
  Get application

  Returns a Finmo application with the sections you choose, such as borrowers, incomes, properties and custom data.

• Action
  Get client

  Returns the details of one client, including contact details, assets, liabilities and incomes.

• Action
  List application documents

  Returns every document (document request) on a Finmo application, with its status, file details, borrower and document template.

• Action
  List application notes

  Returns all notes users have added to an application.

• Action
  List applications

  Returns a page of all applications in your Finmo team.

• Action
  List application statuses

  Returns all application statuses configured for your Finmo team.

• Action
  List tasks

  Returns all tasks on an application.

• 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's personal details. Fields left blank are unchanged.

• Trigger
  Interview Finished

  Triggers when a candidate finishes a video interview in a Hireflix position.

• Trigger
  New Interview

  Triggers when a candidate is invited to, or starts, a new interview in a Hireflix position.

• Action
  Add Candidate

  Invites a candidate to a Hireflix position's video interview and returns the new interview with its link.

• Action
  Archive Position

  Archives a Hireflix interview position so it stops accepting candidates.

• Action
  Delete Interview

  Deletes a candidate interview from Hireflix.

• Action
  Discard Interview

  Moves a candidate interview to the discarded stage in Hireflix.

• Action
  Get Interview

  Returns one candidate interview by its ID, with the candidate, its stage, score and interview links.

• Action
  Get Position

  Returns one Hireflix interview position by its ID, with its name, status and tags.

• Action
  List Positions

  Returns every interview position in your Hireflix account, with its name, status and tags.

• Action
  Shortlist Interview

  Moves a candidate interview to the shortlisted stage in Hireflix.

• Action
  Unarchive Position

  Restores an archived Hireflix interview position.

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