Connect Finmo and Printify

Both apps 37Finmo 19Printify 18

• 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 order

  Fires when a new order appears in a shop.

• Action
  Add order

  /v1/shops/{shop_id}/orders.json - submit an order with line items and shipping address.

• Action
  Add product

  /v1/shops/{shop_id}/products.json - create a product from a blueprint, print provider, variants and print areas.

• Action
  Add upload

  /v1/uploads/images.json - upload an image by URL or base64 contents.

• Action
  Calculate order shipping cost

  /v1/shops/{shop_id}/orders/shipping.json - returns shipping costs for line items and address.

• Action
  Cancel order

  /v1/shops/{shop_id}/orders/{order_id}/cancel.json - cancel an unpaid order.

• Action
  Delete product

  /v1/shops/{shop_id}/products/{product_id}.json

• Action
  Get blueprint

  /v1/catalog/blueprints/{blueprint_id}.json

• Action
  Get order

  /v1/shops/{shop_id}/orders/{order_id}.json

• Action
  Get product

  /v1/shops/{shop_id}/products/{product_id}.json

• Action
  List blueprints

  /v1/catalog/blueprints.json - list catalog blueprints.

• Action
  List orders

  /v1/shops/{shop_id}/orders.json - list orders (paginated, status filter).

• Action
  List print providers

  /v1/catalog/blueprints/{blueprint_id}/print_providers.json.

• Action
  List products

  /v1/shops/{shop_id}/products.json - list products in a shop (paginated).

• Action
  List shops

  /v1/shops.json - list shops in the account.

• Action
  List uploads

  /v1/uploads.json - list uploaded images.

• Action
  List variants

  /v1/catalog/blueprints/{blueprint_id}/print_providers/{print_provider_id}/variants.json

• Action
  Update product

  /v1/shops/{shop_id}/products/{product_id}.json

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