Connect Finmo and Recruiterflow

Both apps 45Finmo 19Recruiterflow 26

• 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
  Deal Stage Changed

  Triggers when a deal moves to a new pipeline stage in Recruiterflow.

• Trigger
  New Candidate Created

  Triggers when a new candidate is added to Recruiterflow.

• Trigger
  New Contact Created

  Triggers when a new contact is added in Recruiterflow.

• Trigger
  New Deal Created

  Triggers when a new deal is created in Recruiterflow.

• Trigger
  Placement Record Created

  Triggers when a new placement record is created in Recruiterflow.

• Trigger
  Placement Record Updated

  Triggers when a placement record is created or edited in Recruiterflow.

• Action
  Add call

  Logs a call in Recruiterflow against candidates, clients, contacts, deals or jobs.

• Action
  Add candidate note

  Adds a note to a candidate record in Recruiterflow.

• Action
  Add candidate to job

  Adds a candidate to a job's pipeline, under the Sourced stage by default or as Applied.

• Action
  Add contact

  Creates a contact in Recruiterflow and returns the new contact's id.

• Action
  Add deal

  Creates a new deal in Recruiterflow with its amount, stage, owner, linked contacts and custom field values.

• Action
  Find candidates by criteria

  Finds candidates matching a set of search filters (for example last activity, tags or stage), returning the matching candidate records.

• Action
  Get candidate

  Returns a candidate's full profile, including contact details, jobs, files, notes and custom fields.

• Action
  Get client

  Returns a client company's full details, including contacts, open and closed jobs, notes and custom fields.

• Action
  Get contact

  Returns a contact's full record, including company, notes and custom fields.

• Action
  Get deal

  Returns the details of a single Recruiterflow deal, including its pipeline stage, owner, client company, amount and custom fields.

• Action
  List candidates

  Returns all candidates in the Recruiterflow account, optionally with their files and notes.

• Action
  List contacts

  Returns the contacts in your Recruiterflow account with their details and custom fields.

• Action
  List jobs

  Returns the jobs in your Recruiterflow account, optionally only open ones, with their details and custom fields.

• Action
  List users

  Returns all users in the Recruiterflow account, with their names, emails and roles.

• Action
  Update candidate

  Updates an existing candidate in Recruiterflow. Any field you fill in replaces that field's current value; fields left blank are not changed.

• Action
  Update candidate stage

  Moves a candidate to a stage in a job's pipeline in Recruiterflow.

• Action
  Update client

  Updates an existing client company in Recruiterflow, including its details, location, tags and custom fields.

• Action
  Update contact

  Updates an existing contact in Recruiterflow. Only the fields you fill in are changed; a filled-in field replaces its existing value.

• Action
  Update deal

  Updates an existing Recruiterflow deal's name, amount, stage, dates, owner, linked contacts and custom fields.

• Action
  Update job

  Updates an existing job in Recruiterflow, such as its title, status, openings, salary range, locations, hiring team or custom fields.

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