Connect Finmo to Neon Postgres

Both apps 48Finmo 19Neon Postgres 29

• 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 branch

  Create a new branch in a Neon project.

• Action
  Add compute endpoint

  Creates a compute endpoint (a Neon compute instance) on a branch of a Neon project. A branch can have one read-write endpoint and multiple read-only endpoints.

• Action
  Add database

  Creates a new Postgres database in a Neon project branch, owned by an existing role.

• Action
  Add project

  Creates a new Neon Postgres project with its default branch, database, role and compute, and returns the project along with its connection details.

• Action
  Add role

  Creates a Postgres role in the specified Neon project branch. Connections to the branch's active compute are dropped while the change applies.

• Action
  Delete branch

  Delete a branch by project_id and branch_id.

• Action
  Delete compute endpoint

  Deletes a compute endpoint from a Neon project. Existing connections to the compute are dropped. If the compute does not exist or was already deleted, the step still succeeds with an empty result.

• Action
  Delete database

  Deletes the specified database from a branch of a Neon project.

• Action
  Delete project

  Deletes a Neon project and all its branches, compute endpoints, databases and roles. The project can be recovered within 7 days.

• Action
  Delete role

  Deletes the specified Postgres role from a Neon branch.

• Action
  Get branch

  Retrieves details of a branch in a Neon project.

• Action
  Get compute endpoint

  Retrieve details about a compute endpoint.

• Action
  Get connection URI

  Retrieve a Postgres connection URI for a database/role/branch/endpoint combination.

• Action
  Get database

  Retrieves details of a database on a Neon project branch.

• Action
  Get project

  Retrieves the details of a Neon project, including its settings, compute configuration, history retention, owner and current usage metrics.

• Action
  Get role

  Retrieves details about a Postgres role (user) on a Neon branch.

• Action
  Get role password

  Retrieves the password for a Postgres role on a Neon branch.

• Action
  List branches

  Retrieve a list of branches for a Neon project.

• Action
  List compute endpoints

  Lists the compute endpoints (Neon compute instances) in a project.

• Action
  List databases

  Lists the databases on a branch of a Neon project.

• Action
  List operations

  Lists the operations (asynchronous actions such as starting a compute or creating a branch) Neon performed on a project. Operations older than 6 months may no longer be available.

• Action
  List projects

  Lists the Neon projects accessible to the connected account, optionally filtered by name/ID or organization.

• Action
  List roles

  Lists the Postgres roles on a Neon project branch.

• Action
  Start compute endpoint

  Start (resume) a suspended compute endpoint.

• Action
  Suspend compute endpoint

  Suspends the specified Neon compute endpoint (scales it to zero).

• Action
  Update branch

  Update a branch's properties (e.g. name, protected) by project_id and branch_id.

• Action
  Update compute endpoint

  Updates an existing compute endpoint in a Neon project by ID.

• Action
  Update database

  Updates the name or owner of a database on a Neon project branch.

• Action
  Update project

  Update settings for a Neon project by project_id.

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