Connect Finmo and Pipedream

Both apps 55Finmo 19Pipedream 36

• 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 account

  Fires when a new app account appears in the project.

• Trigger
  New project

  Fires when a new project is created in the workspace.

• Action
  Create account

  Connect an app account on behalf of an end user.

• Action
  Create connect token

  Create a short-lived token that lets an end user connect an account.

• Action
  Create project

  Create a new project in your Pipedream workspace.

• Action
  Delete account

  Disconnect and remove a single connected account.

• Action
  Delete deployed trigger

  Remove a deployed trigger so it stops emitting events.

• Action
  Delete project

  Permanently remove a project from your workspace.

• Action
  Delete user

  Remove an end user and all of their connected accounts.

• Action
  Deploy trigger

  Deploy a trigger for an end user so it starts emitting events.

• Action
  Get account

  Retrieve the details of a single connected account.

• Action
  Get action

  Retrieve the definition of a single action.

• Action
  Get app

  Retrieve the details of a single app in Pipedream's catalog.

• Action
  Get component

  Retrieve the definition of a single component.

• Action
  Get deployed trigger

  Retrieve the details of a single deployed trigger.

• Action
  Get project

  Retrieve the details of a single project.

• Action
  Get trigger

  Retrieve the definition of a single trigger.

• Action
  List accounts

  List the app accounts your end users have connected in a project.

• Action
  List accounts for user

  List the accounts a specific end user has connected.

• Action
  List actions

  Browse the actions available to run for a project's apps.

• Action
  List apps

  Browse the apps available in Pipedream's integration catalog.

• Action
  List components

  Browse the components available in a project.

• Action
  List deployed triggers

  List the triggers currently deployed in a project.

• Action
  List projects

  List the projects in your Pipedream workspace.

• Action
  List trigger events

  Retrieve the recent events emitted by a deployed trigger.

• Action
  List triggers

  Browse the triggers available to deploy for a project's apps.

• Action
  List users

  List the end users who have connected accounts in a project.

• Action
  Proxy GET request

  Send an authenticated GET request to a connected app's API on behalf of an end user.

• Action
  Proxy PATCH request

  Send an authenticated PATCH request to a connected app's API on behalf of an end user.

• Action
  Proxy POST request

  Send an authenticated POST request to a connected app's API on behalf of an end user.

• Action
  Proxy PUT request

  Send an authenticated PUT request to a connected app's API on behalf of an end user.

• Action
  Run action

  Run an app action on behalf of an end user and return its result.

• Action
  Set trigger webhook

  Send a deployed trigger's events to one webhook address, replacing any addresses it currently sends to.

• Action
  Update deployed trigger

  Change the configuration of a deployed trigger.

• Action
  Update project

  Change the name or settings of an existing project.

• Action
  Validate connect token

  Check whether a Connect token is still valid.

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