Connect Finmo and Invision Community

Both apps 36Finmo 21Invision Community 15

• 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 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
  New Blog Entry

  Triggers when a new blog entry is posted.

• Trigger
  New Forum Post

  Triggers when a new forum post is made, including the first post of new topics and replies.

• Trigger
  New Forum Topic

  Triggers when a new topic is posted in any forum.

• Trigger
  New Member

  Triggers when a new member account is created in your community.

• Action
  Add a Secondary Group

  Adds a member to a secondary group.

• Action
  Create Blog Entry

  Creates a new entry in a blog.

• Action
  Create Forum Post

  Posts a reply in an existing forum topic.

• Action
  Create Forum Topic

  Creates a new topic in a forum.

• Action
  Create Member

  Creates a new member account in your community.

• Action
  Find Blog

  Returns a blog by its ID.

• Action
  Find Club

  Returns a club by its ID.

• Action
  Find Member

  Finds members of your community by username or email address.

• Action
  Find Topic

  Returns a forum topic by its ID.

• Action
  Remove a Secondary Group

  Removes a member from a secondary group.

• Action
  Update Member

  Updates an existing member's username, email, password or primary group.

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