Connect Finmo and Parseur

Both apps 35Finmo 19Parseur 16

• 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 Document Export Failed

  Triggered when Parseur fails to export a document to its destination.

• Trigger
  New Document Not Processed

  Triggered when Parseur receives a document it cannot extract data from, so you can follow it up.

• Trigger
  New Document Processed

  Triggered when Parseur finishes extracting data from a document, with the extracted fields.

• Trigger
  New Document Processed (With List Items)

  Triggered when Parseur finishes extracting data from a document, including any table or list fields it found (line items, rows).

• Trigger
  New Mailbox

  Triggers when a new mailbox is created in your Parseur account. Returns the mailbox's name, email prefix, AI engine and document counts.

• Trigger
  New Table Field Processed

  Triggers once for every row of a table or list field when Parseur finishes processing a document. Returns the row's values along with the document and mailbox it came from.

• Action
  Create Document

  Sends text or HTML content to a Parseur mailbox as a new document, so Parseur can extract its data. Returns the new document's ID.

• Action
  Create Document From File

  Uploads a file (PDF, DOCX, image and so on) to a Parseur mailbox as a new document, so Parseur can extract its data. Returns the new document's ID.

• Action
  Delete Document

  Deletes a document from Parseur by its ID.

• Action
  Delete Mailbox

  Deletes a Parseur mailbox and everything in it. This cannot be undone.

• Action
  Get Document

  Returns one document from Parseur by its ID, including its processing status and the data Parseur extracted from it.

• Action
  Get Mailbox

  Returns one Parseur mailbox by its ID, with its email address, document counts and settings.

• Action
  List Documents

  Returns the documents in Parseur, optionally narrowed to one mailbox or one processing status.

• Action
  List Mailboxes

  Returns the mailboxes in your Parseur account, with the email address to send documents to and how many documents each holds.

• Action
  Reprocess Document

  Sends an existing document back through parsing, for example after you update its template. Returns the document's ID, name and processing status.

• Action
  Update Mailbox

  Updates a Parseur mailbox's settings. Only the values you supply are changed — anything you leave blank keeps its current setting.

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