Connect Finmo and Mews

Both apps 54Finmo 19Mews 35

• 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 Accounting Item

  Triggers when a new accounting (order) item is posted in Mews.

• Trigger
  New Closed Bill

  Triggers when a bill is closed in Mews.

• Trigger
  New Company Event

  Triggers when a new company profile is created in Mews.

• Trigger
  New Customer Event

  Triggers when a customer is added or updated in Mews.

• Trigger
  New Reservation Event

  Triggers when a reservation is created or changes, such as a new booking, check-in or check-out.

• Trigger
  New Space Block Event

  Triggers when a space is blocked as out of order or for internal (house) use in Mews.

• Action
  Add Customer File

  Attaches a file to a customer profile in Mews.

• Action
  Add external payment

  Adds a payment that was taken outside Mews (cash, wire transfer, voucher, etc.) to a customer's or company's bill.

• Action
  Add message

  Adds a message to a Mews message thread that this integration created.

• Action
  Add Reservation Companion

  Adds a customer as a companion on a reservation, if the reservation has room for another guest.

• Action
  Cancel reservation

  Cancels one or more reservations in Mews. Succeeds only if the reservations can be cancelled.

• Action
  Confirm reservation

  Confirms one or more optional reservations in Mews, marking them as Confirmed.

• Action
  Create Availability Block

  Creates an availability block (group allotment) in Mews.

• Action
  Create Company

  Creates a company profile in Mews.

• Action
  Create Customer

  Creates a customer profile in Mews and returns its id.

• Action
  Create New Task

  Creates a task for hotel staff in Mews.

• Action
  List bills

  Returns bills from Mews, optionally filtered by bill, customer, enterprise, state, type and issued, paid, due, created or updated dates.

• Action
  List companies

  Returns the company profiles of the property, optionally filtered by ids, names, external identifiers, activity state or created/updated time.

• Action
  List customers

  Returns customers from Mews, filtered by ids, emails, names, loyalty codes, company or created/updated/deleted time window.

• Action
  List payments

  Returns payments filtered by ids, accounts, bills, reservations, dates, state or type. At least one filter must be supplied.

• Action
  List products

  Returns the products (extras such as breakfast or parking) offered with the selected services.

• Action
  List rates

  Returns the rates (pricing setups) of the chosen Mews services, optionally filtered by property, rate, external identifier, activity state or update time.

• Action
  List reservations

  Returns the reservations in your Mews property, filtered by ids, confirmation numbers, states or date ranges.

• Action
  List resources

  Returns the resources (rooms, beds, spaces and other bookable units) of your Mews properties, optionally filtered by id, name or created/updated time.

• Action
  List services

  Returns the services (accommodation, restaurant, extras) offered by the property.

• Action
  List tasks

  Returns tasks of the property, filtered by task, department, reservation, or by when they were created, closed or due.

• Action
  Process reservation

  Checks out a reservation, marking it as Processed. Optionally closes the guests' bills or allows an open balance with a note.

• Action
  Search Bill by Id

  Finds a bill in Mews by its id.

• Action
  Search Customer by Email, Id or Name

  Finds customers in Mews by id, email, first name or last name.

• Action
  Search for a Reservation by Customer Id

  Finds the reservations owned by a customer in Mews.

• Action
  Search for a Reservation by Reservation Id

  Finds a reservation in Mews by its id.

• Action
  Search for Current Rate Prices

  Returns the prices of a rate for each night in a date range.

• Action
  Start reservation

  Checks in a reservation, marking it as Started. The reservation must be confirmed and have an inspected room assigned.

• Action
  Update Company

  Updates a company's name, invoicing email, phone or notes in Mews.

• Action
  Update Customer

  Updates a customer's name, email, phone or notes in Mews; blank fields are left unchanged.

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