Connect Finmo and MailerLite Classic

Both apps 39Finmo 19MailerLite Classic 20

• 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 Group

  Triggered when a new subscriber group is created in MailerLite.

• Action
  Add Subscriber to Group

  Adds a subscriber to a MailerLite group, creating the subscriber if they do not exist yet.

• Action
  Create Campaign

  Creates a new regular or A/B email campaign addressed to the chosen groups or segments. Its HTML content is added afterwards.

• Action
  Create Group

  Creates a new subscriber group in the MailerLite account and returns the created group.

• Action
  Create/Update Subscriber

  Adds a subscriber to your MailerLite account, or updates the existing subscriber with the same email address, and returns the subscriber.

• Action
  Delete Campaign

  Deletes a campaign from the MailerLite account. A scheduled campaign cannot be deleted until it has been cancelled.

• Action
  Delete Group

  Deletes a subscriber group from the MailerLite account.

• Action
  Find Group by Name

  Returns the subscriber groups that match the specified group name.

• Action
  Get Group

  Returns one subscriber group by its id, including its name, subscriber counts, email activity totals and dates.

• Action
  List Campaigns

  Returns the campaigns in your MailerLite account with the chosen status, with a basic summary and open and click stats for each campaign.

• Action
  List Groups

  Returns the subscriber groups in the MailerLite account, with each group's subscriber counts, email stats and created and updated dates.

• Action
  List Segments

  Returns the segments stored in your MailerLite account, with each segment's title, rules, subscriber count and email engagement totals.

• Action
  List Subscriber Groups

  Returns the groups a subscriber belongs to, with each group's subscriber counts and sent, opened and clicked totals.

• Action
  List Subscribers

  Returns the subscribers in the MailerLite account, optionally limited to one status such as active or unsubscribed.

• Action
  Remove Subscriber From a Group

  Removes a subscriber from a group, identified by the subscriber's id or email address. The subscriber stays in the account and in any other groups.

• Action
  Search Subscribers

  Returns the subscribers in your MailerLite account that match a search term, such as an email address or name.

• Action
  Send Campaign

  Sends a draft campaign immediately or schedules it for a later time, and returns the campaign with its status and emails.

• Action
  Set Campaign Content

  Sets the HTML and plain-text content of a draft campaign, replacing what the campaign's email contains.

• Action
  Unsubscribe Subscriber

  Marks a subscriber as unsubscribed across the MailerLite account and returns the updated subscriber. Their name and fields can be updated in the same step.

• Action
  Update Group

  Renames an existing subscriber group and returns the updated group with its subscriber and email counts.

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