--- title: "Connect Finmo and Mixmax - APIANT.ai" description: "When \"Application Submitted by Borrower\" fires in Finmo, your agent runs \"Add contact\" in Mixmax, or \"New message sent\" in Mixmax to \"Add client\" in Finmo." canonical: "https://apiant.ai/connect/finmo-to-mixmax" --- # Connect Finmo and Mixmax When **Application Submitted by Borrower** fires in [Finmo](https://apiant.ai/connections/finmo), your agent runs **Add contact** in [Mixmax](https://apiant.ai/connections/mixmax), or **New message sent** in Mixmax to **Add client** in Finmo. Describe the whole flow and it is built, tested on every scenario and kept running. Finmo **6** triggers Finmo **13** actions Mixmax **1** trigger Mixmax **13** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Finmo and Mixmax to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Finmo and Mixmax can do together ### From Finmo to Mixmax - When **Application Submitted by Borrower** in Finmo then **Add contact** in Mixmax - When **Deal Submitted** in Finmo then **Send message** in Mixmax ### From Mixmax to Finmo - When **New message sent** in Mixmax then **Add client** in Finmo - When **New message sent** in Mixmax then **Add client income** in Finmo Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Finmo and Mixmax ## Triggers and actions 7 triggers · 26 actions - 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 message sent** Triggers when a Mixmax message (email) has been sent. Draft, scheduled and failed messages are skipped. - Action **Add contact** Creates a Mixmax contact, or updates your existing contact with the same email address. - Action **Add sequence recipient** Adds a recipient to a Mixmax sequence and starts sending the sequence to them, and returns whether they were added. - Action **Add unsubscribe** Adds one or more email addresses to your Mixmax unsubscribe list, or your workspace's list if you belong to one, so sequences stop sending to them. - Action **Find sequences by name** Returns the Mixmax sequences whose name matches the text you supply. - Action **Get message** Returns one Mixmax message by its ID, including its recipients, subject, tracking settings and send status. An error occurs if the message is not found. - Action **List calls** Returns calls placed with the Mixmax Dialer, newest first, optionally filtered to calls with or without recordings or widened to the whole workspace. - Action **List contacts** Returns the contacts you own in Mixmax, newest first, optionally filtered by a search on name, email, group or Salesforce account. - Action **List messages** Returns your Mixmax messages (drafts, scheduled, sent, or failed), newest first. - Action **List sequence recipients** Returns the recipients that were added to a Mixmax sequence, with each recipient's state and per-stage activity. - Action **List sequences** Returns the Mixmax sequences you can access, optionally filtered by name or folder. - Action **List tasks** Returns the Mixmax tasks (email, call, LinkedIn and to-do) visible to the connected user, optionally filtered and sorted. - Action **List templates** Returns the email templates you can access in Mixmax, optionally filtered by name, subject, folder or owner. - Action **Send message** Sends a saved Mixmax draft message, optionally updating its properties first. The message is queued and delivered shortly after. ## Each app on its own - [ **Finmo** Finmo manages the end to end mortgage process.](https://apiant.ai/connections/finmo) - [ **Mixmax** Mixmax’s mission is to do the impossible with email including scheduling meetings, completing surveys...](https://apiant.ai/connections/mixmax) Reviews ## What our customers say ## More from Finmo - [ **Finmo to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/finmo-to-hubspot) - [ **Finmo to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/finmo-to-salesforce) - [ **Finmo to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/finmo-to-slack) - [ **Finmo to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/finmo-to-google-sheets) - [ **Finmo to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/finmo-to-gmail) - [ **Finmo to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/finmo-to-google-calendar) ## More into Mixmax - [ **HubSpot to Mixmax** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-mixmax) - [ **Google Sheets to Mixmax** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-mixmax) - [ **Gmail to Mixmax** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-mixmax) - [ **Google Calendar to Mixmax** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-mixmax) - [ **Google Drive to Mixmax** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-mixmax) - [ **Mailchimp to Mixmax** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-mixmax) Questions ## Finmo and Mixmax, answered ### ### What can start an automation from Finmo? Any of Finmo's 6 triggers in the catalog, including Application Submitted by Borrower, Deal Submitted, Updated Borrower Email and Updated Deal Status. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Mixmax when something happens in Finmo? Any of Mixmax's 13 actions, including Send message, Add contact, Add sequence recipient and Add unsubscribe. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Mixmax to Finmo? Yes. When something happens in Mixmax, your agent can act in Finmo too. This page covers both directions: Mixmax's triggers and Finmo's actions are listed here as well. ### ### Do I have to build a connector for Finmo or Mixmax? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Finmo and Mixmax without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.