Connect Finmo and Keap

Both apps 58Finmo 19Keap 39

• 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 Contact

  Polling trigger: fires when a new contact is created in Keap.

• Trigger
  Updated Contact

  Polling trigger: fires when a contact is updated in Keap.

• Action
  Add contact to campaign sequence

  Adds one or more contacts to a sequence in a Keap campaign and returns the result for each contact.

• Action
  Add order

  Creates a one-time order for a contact in Keap, with its order items.

• Action
  Add product

  Creates a new product in Keap with a name, price and description, plus optional SKU, tax, shipping and inventory settings.

• Action
  Apply Tag to Contact

  Apply one or more tags to a contact.

• Action
  Create Company

  Create a new company.

• Action
  Create Contact

  Create a new Keap contact.

• Action
  Create Contact Custom Field

  Create a new custom field on the contact model.

• Action
  Create Note

  Create a note attached to a contact.

• Action
  Create Opportunity

  Create a sales opportunity.

• Action
  Create Tag

  Create a new tag, optionally in a category.

• Action
  Create Task

  Create a task, optionally linked to a contact.

• Action
  Delete Contact

  Delete a Keap contact by ID.

• Action
  Delete note

  Deletes a note from a Keap contact's record.

• Action
  Delete task

  Deletes a task in Keap by its ID.

• Action
  Get company

  Returns a single Keap company by its ID, including address, contact details and custom fields.

• Action
  Get Contact

  Retrieve a Keap contact by ID.

• Action
  Get Contact Tags

  List tags applied to a contact.

• Action
  Get note

  Returns a single note on a Keap contact, including its title, text, type and assigned user.

• Action
  Get opportunity

  Returns one Keap opportunity by its id, including its contact, stage, owner, revenue projections and custom field values.

• Action
  Get order

  Returns a single Keap order by its id, including the contact, order items, totals, payment plan and shipping information.

• Action
  Get product

  Returns a single Keap product by its ID, including price, inventory, options and subscription plans.

• Action
  Get task

  Returns a single Keap task by its ID, including its title, due time, priority, assignee and completion status.

• Action
  List campaigns

  Returns the campaigns in your Keap account, optionally filtered by name and sorted.

• Action
  List Companies

  List companies.

• Action
  List Contact Custom Fields

  Retrieve the contact model including custom fields.

• Action
  List Contacts

  List Keap contacts, optionally filtered by email.

• Action
  List notes

  Returns the notes recorded on a Keap contact, optionally filtered by title, assigned user or time range.

• Action
  List products

  Returns a list of products in your Keap account, optionally filtered by name.

• Action
  List Tags

  List all tags.

• Action
  List users

  Returns the users of the Keap account, optionally filtered by email or name.

• Action
  Remove Tag from Contact

  Remove a tag from a contact.

• Action
  Send email

  Sends an email from a Keap user to one or more contacts.

• Action
  Update company

  Updates an existing company in Keap with the values you provide; fields left blank are not changed.

• Action
  Update Contact

  Update an existing Keap contact by ID.

• Action
  Update note

  Updates an existing note on a Keap contact, changing its title, type, text, pin state or assigned user.

• Action
  Update opportunity

  Updates an existing opportunity in Keap, changing only the details you fill in.

• Action
  Update task

  Updates an existing task in Keap, changing only the details you provide.

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