Connect Finmo and Lokalise

Both apps 63Finmo 21Lokalise 42

• 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
  Contributor Added

  Triggers when a new contributor is added to a Lokalise project.

• Trigger
  Contributor Removed

  Triggers when a contributor is removed from the selected Lokalise project.

• Trigger
  Key Added

  Triggers when a new translation key is added to a Lokalise project, whether individually or in bulk (import, API or bulk action). Fires once per added key.

• Trigger
  Key Comment Added

  Triggers when someone adds a comment to a translation key in a Lokalise project.

• Trigger
  Key Modified

  Triggers when a translation key is modified in a Lokalise project, either individually or in bulk (renames, tag changes, file assignments, hiding).

• Trigger
  Key Removed

  Triggers when one or more translation keys are removed from a Lokalise project, whether deleted individually, in bulk, through the API, or moved to another project. Fires once per removed key.

• Trigger
  Language Added

  Triggers when one or more languages are added to a Lokalise project, firing once for each language added.

• Trigger
  Language Removed

  Triggers when a language is removed from a Lokalise project.

• Trigger
  Poll Tasks

  Triggers when a new task is created in a Lokalise project.

• Trigger
  Project Exported

  Triggers when translation files are downloaded (exported) from a Lokalise project.

• Trigger
  Project Imported

  Triggers when a translation file is uploaded to a Lokalise project. Fires once per uploaded file.

• Trigger
  Project Snapshot

  Triggers when a snapshot is taken of the selected Lokalise project.

• Trigger
  Task Created

  Triggers when a new translation or review task is created in a Lokalise project.

• Trigger
  Task Deleted

  Triggers when a task is deleted in a Lokalise project.

• Trigger
  Translation Reviewed

  Triggers when a translation is marked or unmarked as reviewed in a Lokalise project, individually or in bulk.

• Trigger
  Translation Updated

  Triggers when a translation is changed in the selected Lokalise project, either one at a time or several at once through a bulk action, file upload or the API.

• Action
  Add Contributor

  Adds a contributor to a Lokalise project, inviting them by email with the chosen languages and permissions.

• Action
  Add Languages

  Adds one or more languages to a Lokalise project, optionally overriding each language's code, name and plural forms.

• Action
  Create a Key

  Creates a new translation key in a Lokalise project, optionally with its translations, tags, comments and screenshots, and returns the new key.

• Action
  Create a Task

  Creates a translation, review or automatic-translation task in a Lokalise project for the chosen keys and languages.

• Action
  Create Comment

  Adds a comment to a translation key in a Lokalise project.

• Action
  Create Project

  Creates a new Lokalise project in your team, optionally with its languages, base language and project type. Returns the created project.

• Action
  Create Snapshot

  Creates a snapshot of a Lokalise project, saving its current state so it can be restored later.

• Action
  Delete a Key

  Deletes a key, with its translations, from a Lokalise project.

• Action
  Delete a Language

  Removes a language from a Lokalise project.

• Action
  Delete a Task

  Deletes a task from a Lokalise project.

• Action
  Download Files

  Exports a Lokalise project's translation files as a .zip bundle and returns the download URL of the bundle.

• Action
  List All Orders

  Returns all translation orders placed under a Lokalise team.

• Action
  List All Tasks

  Returns the tasks in a Lokalise project, optionally filtered by title or status.

• Action
  List All Translations

  Returns the translation items of a Lokalise project (one row per key and language), optionally filtered by language, review status, QA issues or task.

• Action
  List Project Languages

  Returns the languages set up in a Lokalise project, with each language's code, name, direction and plural forms.

• Action
  List Snapshots

  Returns the snapshots saved for a Lokalise project, with each snapshot's title and creation details.

• Action
  Remove Contributor

  Removes a contributor from a Lokalise project.

• Action
  Retrieve a Comment

  Returns a single comment left on a key in a Lokalise project, including its text, author and when it was added.

• Action
  Retrieve a Contributor

  Returns a contributor of a Lokalise project, including their email, name, role flags, languages and permissions.

• Action
  Retrieve a Key

  Returns one translation key from a Lokalise project, including its names, description, platforms, tags, comments, screenshots and translations.

• Action
  Retrieve a Task

  Returns a Lokalise task, including its status, progress, due date and the languages and assignees it covers.

• Action
  Retrieve Project

  Returns a Lokalise project's details, including its name, type, base language, settings and translation statistics.

• Action
  Update a Key

  Updates an existing key in a Lokalise project, such as its name, description, platforms, tags or flags, and returns the updated key.

• Action
  Update a Translation

  Updates the text and review flags of a translation in a Lokalise project.

• Action
  Update Language

  Updates a language in a Lokalise project, changing its code, name or plural forms.

• Action
  Upload File

  Uploads a localization file to a Lokalise project and queues it for import. Returns the queued import process so you can follow its status.

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