--- title: "Connect Finmo and Publer - APIANT.ai" description: "When \"Application Submitted by Borrower\" fires in Finmo, your agent runs \"Create Post\" in Publer, or \"New Draft\" in Publer to \"Add client\" in Finmo." canonical: "https://apiant.ai/connect/finmo-to-publer" --- # Connect Finmo and Publer When **Application Submitted by Borrower** fires in [Finmo](https://apiant.ai/connections/finmo), your agent runs **Create Post** in [Publer](https://apiant.ai/connections/publer), or **New Draft** in Publer to **Add client** in Finmo. Describe the whole flow and it is built, tested on every scenario and kept running. Finmo **6** triggers Finmo **13** actions Publer **16** triggers Publer **14** 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 Publer 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 and Publer can do together ### From Finmo to Publer - When **Application Submitted by Borrower** in Finmo then **Create Post** in Publer - When **Deal Submitted** in Finmo then **Auto Schedule Post** in Publer ### From Publer to Finmo - When **New Draft** in Publer then **Add client** in Finmo - When **New Media Uploaded** in Publer then **Add client income** in Finmo 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 Publer ## Triggers and actions 22 triggers · 27 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. - Trigger **Account Connected/Disconnected** Triggers when a social media account is newly connected to the selected Publer workspace. - Trigger **Member Performance Spike** Triggers when a workspace member's posting activity or engagement metrics change for the chosen date range. - Trigger **New Draft** Triggers when a new draft post is saved in your Publer workspace. - Trigger **New Media Uploaded** Triggers when a new media item is added to your Publer media library. - Trigger **Post Approved** Triggers when a scheduled post is approved in your Publer workspace. - Trigger **Post Created** Triggers when a new post is created in your Publer workspace, optionally limited to a post state, account, type, member or search text. - Trigger **Post Failed** Triggers when a Publer post fails to publish. - Trigger **Post Pending Approval** Triggers when a scheduled post is waiting for approval in the Publer workspace. - Trigger **Post Performance Threshold** Triggers when a published post's performance metric (such as reach, likes or engagement) reaches the threshold you set. - Trigger **Post Published** Triggers when a post is published to one of your connected social accounts. - Trigger **Post Scheduled** Triggers when a post is scheduled in your Publer workspace. - Trigger **Post Status Updated** Triggers when a post's status changes, for example from scheduled to published or failed. - Trigger **Top Competitor Posts** Triggers when a new post by one of your tracked competitors appears in Publer's competitor post insights, with its performance analytics. - Trigger **Top Hashtags Identified** Triggers when a hashtag newly enters the top-ranked hashtags (top 10 by the chosen metric) for a Publer social account. - Trigger **Top Posts of Week** Triggers for each of your top-performing posts published in the last 7 days, ranked by engagement (or another metric you choose). - Trigger **Workspace Created** Triggers when a new workspace becomes accessible to the connected Publer user. - Action **Auto Schedule Post** Creates a post and lets Publer automatically pick the best time to publish it within a date window you choose. - Action **Create Post** Creates a social media post in Publer for one or more connected accounts, either scheduled for a specific time or saved as a draft. - Action **Export Analytics Report** Starts a CSV or PDF export of your Publer analytics for the workspace or a single account, and returns the job id used to retrieve the finished file. - Action **Export Competitor Benchmark** Returns benchmark analytics for your competitor accounts — followers, growth, engagement, reach and posting mix — for a date range. - Action **Export Member Leaderboard** Returns each workspace member's posting activity and engagement totals for a date range, for building leaderboards and performance reviews. - Action **Find Analytics by Date Range** Returns published posts with their performance analytics (reach, engagement, likes, comments and more) for a social account within a date range. - Action **Find Media** Searches the Publer media library by name or caption, type, usage status, source or folder and returns the matching media items. - Action **Find Post** Finds posts whose content contains the text you give, optionally narrowed by state, post type, date range, account or team member. - Action **Generate Competitors Top Posts** Returns competitors' posts for a social account within a date range, with their performance analytics, sortable by engagement, reach and other metrics. - Action **Generate Top Hashtags** Returns your top-performing hashtags for a social account, with post counts, reach, engagement totals, recent posts and a hashtag performance score. - Action **Generate Top Posts** Returns your top-performing published posts for a social account over a date range, ranked by a metric such as engagement or reach. - Action **Schedule Recurring Post** Creates a post that Publer publishes repeatedly on a daily, weekly, monthly or yearly schedule until an optional end date. - Action **Schedule Recycling Post** Schedules a post that Publer automatically re-shares on a regular cadence, such as every 2 weeks up to 3 times. - Action **Upload Media** Uploads a photo, video or PDF file to Publer and returns the new media item's ID for use in posts. ## Each app on its own - [ **Finmo** Finmo manages the end to end mortgage process.](https://apiant.ai/connections/finmo) - [ **Publer** Publer is a social media management platform that lets you plan, schedule, and analyze posts across multiple...](https://apiant.ai/connections/publer) 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 Publer - [ **Parseur to Publer** Send documents such as emails, PDFs and spreadsheets to your custom Parseur mailbox and extract any data.](https://apiant.ai/connect/parseur-to-publer) - [ **PhishStats to Publer** PhishStats publishes a continuously updated database of reported phishing sites.](https://apiant.ai/connect/phishstats-to-publer) - [ **Pipefy to Publer** The easy button for processes and workflows Easily organize and run all your processes in one place, leaving...](https://apiant.ai/connect/pipefy-to-publer) - [ **HubSpot to Publer** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-publer) - [ **Google Sheets to Publer** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-publer) - [ **Gmail to Publer** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-publer) Questions ## Finmo and Publer, 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 Publer when something happens in Finmo? Any of Publer's 14 actions, including Create Post, Upload Media, Auto Schedule Post and Export Analytics Report. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Publer to Finmo? Yes. When something happens in Publer, your agent can act in Finmo too. This page covers both directions: Publer's triggers and Finmo's actions are listed here as well. ### ### Do I have to build a connector for Finmo or Publer? 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 Publer 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.