--- title: "Connect Finmo to Paperform - APIANT.ai" description: "When \"Application Submitted by Borrower\" fires in Finmo, your agent runs \"Create Papersign Document Signing Link\" in Paperform." canonical: "https://apiant.ai/connect/finmo-to-paperform" --- # Connect Finmo to Paperform When **Application Submitted by Borrower** fires in [Finmo](https://apiant.ai/connections/finmo), your agent runs **Create Papersign Document Signing Link** in [Paperform](https://apiant.ai/connections/paperform). Describe the whole flow and it is built, tested on every scenario and kept running. Finmo **6** triggers Finmo **13** actions Paperform **22** 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 Paperform 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 can start in Paperform - When **Application Submitted by Borrower** in Finmo then **Create Papersign Document Signing Link** in Paperform - When **Deal Submitted** in Finmo then **Send Papersign Document** in Paperform 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 Paperform ## Triggers and actions 6 triggers · 35 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. - Action **Cancel Papersign Document** Cancels a Papersign document that is still in progress, so no one can sign it any more. - Action **Create Form Coupon** Creates a discount coupon on a Paperform form, as a dollar amount or a percentage, with an optional expiry date. - Action **Create Form Product** Adds a product to a products field on a Paperform form, with its price, SKU and stock limits. - Action **Create Papersign Document Signing Link** Creates a private signing link for one signer on a Papersign document, so you can send it yourself instead of relying on Papersign's emails. The link lasts a week and replaces any earlier link for that signer. - Action **Delete Form Coupon** Deletes a discount coupon from a Paperform form so it can no longer be used. - Action **Delete Form Partial Submission** Deletes a partial (unfinished) form submission from Paperform. - Action **Delete Form Product** Removes a product from a Paperform form using its SKU. - Action **Delete Form Submission** Deletes a form submission from Paperform. - Action **Download Papersign Document** Gets a temporary download link for the signed PDF of a completed Papersign document. Pass the link to any step that fetches or attaches a file. - Action **Find Form** Finds one Paperform form by searching its title, and returns the best match. - Action **Find Form Field** Finds a field on a Paperform form by name and returns its key, title and type. - Action **Find Form Product** Finds a product on a Paperform form by name and returns its SKU, price and stock. - Action **Find Papersign Document** Finds one Papersign document by name, state, folder or the submission it came from, and returns the most recent match. - Action **List Papersign Documents** Lists Papersign documents, optionally narrowed by name, state or folder. - Action **Send Papersign Document** Sends a Papersign document out for signature, with the signers, invitation message and expiry you choose. - Action **Update Form** Updates a Paperform form's name, description, web address or space, and can switch the form off. Anything left blank keeps its current value. - Action **Update Form Coupon** Updates a discount coupon on a Paperform form. Anything left blank keeps its current value. - Action **Update Form Fields** Updates a question on a Paperform form — its title, helper text, placeholder, key, or whether it is required. Anything left blank keeps its current value. - Action **Update Form Product** Updates a product on a Paperform form — its name, price, stock or order limits. Anything left blank keeps its current value. - Action **Update Form Product Available Quantity** Sets how many of a product are still available to sell on a Paperform form. - Action **Update Form Product Sold** Sets how many of a product have been sold on a Paperform form. - Action **Update Space** Renames a Paperform space. ## Each app on its own - [ **Finmo** Finmo manages the end to end mortgage process.](https://apiant.ai/connections/finmo) - [ **Paperform** A digital Swiss Army Knife: take payments, create forms, manage bookings and put manual processes on...](https://apiant.ai/connections/paperform) 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 Paperform - [ **HubSpot to Paperform** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-paperform) - [ **Salesforce to Paperform** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-paperform) - [ **Slack to Paperform** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-paperform) - [ **Google Sheets to Paperform** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-paperform) - [ **Gmail to Paperform** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-paperform) - [ **Google Calendar to Paperform** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-paperform) Questions ## Finmo and Paperform, 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 Paperform when something happens in Finmo? Any of Paperform's 22 actions, including Create Form Coupon, Create Form Product, Create Papersign Document Signing Link and Send Papersign Document. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Paperform to Finmo? Paperform has no triggers in the catalog today, so automations start in Finmo. If you need the other direction, ask: your agent reads Paperform's API documentation and adds it. ### ### Do I have to build a connector for Finmo or Paperform? 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 Paperform 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.