Connect Finmo and Loyalzoo

Both apps 38Finmo 19Loyalzoo 19

• 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
  Checkin

  Triggers when a customer checks in at your Loyalzoo place, and returns that customer's details.

• Trigger
  Customer Updated

  Triggers when a customer of your Loyalzoo place changes, such as their contact details, points or memberships.

• Trigger
  Membership Created

  Triggers when a new membership is created for a customer of the place. Returns the membership along with the customer who holds it.

• Trigger
  Membership Ended

  Triggers when a customer's membership at the place is no longer active, returning the membership and the customer who held it.

• Trigger
  New Charge

  Triggers when a customer's membership is charged at your place, each time the membership's last payment date changes.

• Trigger
  New Counter Event

  Triggers when a customer's membership counter first appears or its count changes, returning the counter's id and count with the customer's details.

• Trigger
  New Customer Created

  Triggers when a new customer is added to the merchant's place.

• Trigger
  Points Given

  Triggers when a customer is given points, returning the customer with their new points balance and the amount of the latest change.

• Action
  Create New Customer

  Creates a new customer and associates them with your Loyalzoo place, returning the customer's id.

• Action
  Export Latest Customer Data

  Returns the latest data for all customers of your Loyalzoo place, including their points, rewards, memberships and payment methods.

• Action
  Export Latest Transaction Data

  Returns a customer's transaction history at the merchant's place, as an ordered list of actions such as charges, points and rewards.

• Action
  Get Customer Payment Method

  Returns the saved payment methods of one Loyalzoo customer, including card details and which method is the default.

• Action
  Get Membership

  Returns one membership held by a customer of your place, including its amount, billing dates and status.

• Action
  Get Merchant Info

  Returns the details of your Loyalzoo place, including its contact details, address, plans and loyalty scheme, and optionally its counter events.

• Action
  Give Points

  Adds points to, or subtracts points from, a customer's loyalty balance at a place, and returns the updated customer.

• Action
  Increase Counter

  Increases one of a customer's counters, which track behaviours, benefits or membership allowances, by the amount you choose.

• Action
  Retrieve Customer Details

  Returns the details of one customer of the merchant's place, including their points, rewards, memberships and payment methods.

• Action
  Search for Loyalty Customer via Email

  Returns the customers of your Loyalzoo place whose email address matches the one you specify.

• Action
  Update Customer

  Updates an existing Loyalzoo customer at your place with the values provided and returns the full customer record.

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