Connect Finmo and Pics.io

Both apps 40Finmo 19Pics.io 21

• 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
  Assets Added to Collection

  Triggers when an asset is added to the selected Pics.io collection (including its nested collections).

• Trigger
  Assets Color Changed

  Triggers when the color label on an asset in your Pics.io library is set or changed.

• Trigger
  Assets Flag Changed

  Triggers when an asset's flag changes to flagged, unflagged or rejected in your Pics.io library.

• Trigger
  Assets Metadata Changed

  Triggers when an asset's metadata (title, description, keywords, custom fields and other details) is changed in Pics.io.

• Trigger
  Assets Moved to Collection

  Triggers when assets are moved into the chosen collection (or any collection inside it).

• Trigger
  Assets Raiting Changed

  Triggers when an asset's star rating is changed in your Pics.io library.

• Trigger
  Metadata Processing Completed

  Triggers when Pics.io finishes processing an asset's file metadata, including when metadata is reprocessed for an existing asset.

• Trigger
  New Asset

  Triggers when a new asset is added to your Pics.io library, optionally limited to a collection, inbox, lightboard, type or other filters.

• Trigger
  New Collection

  Triggers when a new collection is created directly inside the collection you choose (pick the root to watch top-level collections).

• Trigger
  New Comment

  Triggers when a new comment is added to an asset in your Pics.io library.

• Action
  Add assets to collection

  Adds one or more Pics.io assets to a collection, or moves them into it so they leave their other collections.

• Action
  Add keyword

  Creates a new keyword in the Pics.io keyword tree, optionally nested under a parent keyword.

• Action
  Create Collection

  Creates a new collection in Pics.io, optionally nested inside an existing parent collection.

• Action
  Delete collection

  Deletes a collection from your Pics.io library.

• Action
  Find assets

  Returns the assets in your Pics.io library that match a text search and optional filters such as collection, type, flag, rating, color or creation date.

• Action
  Find collections

  Returns the collections whose name or description contains the text you search for.

• Action
  Find keywords

  Returns the keywords in your Pics.io account whose name matches the search text.

• Action
  Get assets

  Returns the full details of one or more Pics.io assets by their IDs.

• Action
  List custom fields

  Returns every custom field defined in your Pics.io workspace, including each field's title, type, visibility and allowed options.

• Action
  Update asset

  Updates an existing Pics.io asset by ID — its file name, title, description, rating, flag and color label — and returns the updated asset. Fields left blank are not changed.

• Action
  Update custom field values on assets

  Sets the value of one custom field on one or more Pics.io assets at once.

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