Connect Finmo to Marketo

Both apps 51Finmo 19Marketo 32

• 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.

• Action
  Add Leads to List

  Adds leads to a static list.

• Action
  Create or Update Lead

  Creates a lead, or updates the existing lead with the same email.

• Action
  Delete company

  Deletes one or more company records in Marketo, identified by Marketo id or by external company id.

• Action
  Delete Lead

  Deletes a lead.

• Action
  Find companies

  Finds Marketo companies whose chosen field matches any of the values you supply, returning up to 300 matching company records.

• Action
  Find Leads

  Finds leads whose field matches any of the given values.

• Action
  Find opportunities

  Finds opportunities whose chosen field matches one of the values you supply, returning up to 300 matching opportunities.

• Action
  Find program members

  Finds members of a Marketo program whose chosen field matches one of the given values, returning up to 300 members.

• Action
  Get Activity Types

  Returns every activity type, with its ID and attributes.

• Action
  Get Campaigns

  Returns smart campaigns, optionally limited by name, program or workspace.

• Action
  Get Custom Object Records

  Finds custom object records whose field matches any of the given values.

• Action
  Get email

  Returns a Marketo email asset by its id, including subject, from/reply addresses, folder, template and approval status.

• Action
  Get Lead Activities

  Returns lead activities of the given types since a paging token.

• Action
  Get Lead by Id

  Returns one lead by its ID.

• Action
  Get Lead Field Names

  Returns every lead field, with its API name, label and data type.

• Action
  Get Leads by List Id

  Returns the leads in a static list.

• Action
  Get List by Id

  Returns one static list by its ID.

• Action
  Get Lists

  Returns static lists, optionally limited by name, program or workspace.

• Action
  Get Paging Token

  Returns a paging token that starts reading activities from a date.

• Action
  Get program

  Returns a Marketo program by its id, including its type, channel, status, folder, tags and period costs.

• Action
  List emails

  Returns the email assets in your Marketo instance, optionally filtered by status, folder or last-updated date range.

• Action
  List programs

  Returns the programs in your Marketo instance, optionally filtered by program, folder or workspace, or by last-updated date range.

• Action
  List smart campaigns

  Returns the smart campaigns in your Marketo instance, optionally limited to a folder or program, an update-date window, or active campaigns only.

• Action
  Merge Leads

  Merges one or more leads into a winning lead.

• Action
  Remove Leads from List

  Removes leads from a static list.

• Action
  Request Campaign

  Runs leads through a trigger smart campaign.

• Action
  Schedule Campaign

  Schedules a batch smart campaign to run.

• Action
  Send sample email

  Sends a sample of a Marketo email asset to an address, optionally populating tokens and dynamic content as a chosen lead.

• Action
  Sync Companies

  Creates or updates companies.

• Action
  Sync Custom Object

  Creates or updates custom object records.

• Action
  Sync Opportunities

  Creates or updates opportunities.

• Action
  Update lead program status

  Changes the program status (for example "Registered" or "Attended") of one or more leads that are already members of a Marketo program.

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