Connect Finmo and SerwerSMS

Both apps 40Finmo 22SerwerSMS 18

• Trigger
  Application Started

  Triggers when a new application appears in your Finmo team.

• Trigger
  Updated Deal Status

  Triggers when an application's status changes.

• Trigger
  Updated Document Request Status

  Triggers when a document request on an application is added or marked received.

• Action
  Add application

  Creates a new mortgage application (deal) in Finmo for a new or existing applicant, optionally inviting the borrower.

• Action
  Add application note

  Adds a note to an application.

• Action
  Add client

  Creates a new client in your Finmo team.

• Action
  Add client asset

  Adds an asset (property, vehicle, savings, etc.) to a client.

• Action
  Add client income

  Adds an income source to a client.

• Action
  Add client liability

  Adds a liability (loan, credit card, etc.) to a client.

• Action
  Add document

  Uploads a file to an application as a document.

• Action
  Add document request

  Requests an outstanding document on an application.

• Action
  Delete client

  Permanently deletes a client.

• Action
  Find applications by criteria

  Searches applications by borrower name or application ID, optionally narrowed to a brokerage, team or broker.

• Action
  Get application

  Returns a Finmo application with the sections you choose, such as borrowers, incomes, properties and custom data.

• Action
  Get client

  Returns the details of one client, including contact details, assets, liabilities and incomes.

• Action
  List application documents

  Returns every document (document request) on a Finmo application, with its status, file details, borrower and document template.

• Action
  List application notes

  Returns all notes users have added to an application.

• Action
  List applications

  Returns a page of all applications in your Finmo team.

• Action
  List application statuses

  Returns all application statuses configured for your Finmo team.

• Action
  List tasks

  Returns all tasks on an application.

• 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's personal details. Fields left blank are unchanged.

• Trigger
  New Contact

  Triggers when a new contact is added to the SerwerSMS address book.

• Trigger
  New Message

  Triggers when a new incoming SMS or MMS (reply, ND or NDI message) arrives on the account.

• Action
  Add Blacklisted Phone Number

  Adds a phone number to the blacklist so it receives no messages.

• Action
  Add Contact

  Adds a contact to a group and returns the new contact's ID.

• Action
  Add Sender Name

  Submits a new alphanumeric sender name (up to 11 characters) for SerwerSMS approval.

• Action
  Check Blacklisted Phone Number

  Checks whether a phone number is on the blacklist.

• Action
  Create Group

  Creates a contact group and returns its ID.

• Action
  Delete Contact

  Deletes a contact.

• Action
  Delete Group

  Deletes a contact group, optionally deleting its contacts too.

• Action
  Get Account Limits

  Returns the account type and how many messages of each type (ECO, FULL, MMS, voice, lookup) are left.

• Action
  List Contacts

  Lists contacts, optionally only those in one group or matching a search phrase.

• Action
  List Delivery Reports

  Lists delivery reports of sent messages, filtered by phone number, message ID, status or date range.

• Action
  List Groups

  Lists contact groups with their IDs and contact counts, optionally filtered by name.

• Action
  List Sender Names

  Lists the account's sender names and whether each is approved, pending or rejected.

• Action
  Remove Blacklisted Phone Number

  Removes a phone number from the blacklist.

• Action
  Send SMS

  Sends an SMS with the same text to one phone number. Returns the queued count and the message ID.

• Action
  Update Contact

  Updates an existing contact's details and group.

• Action
  Update Group

  Renames an existing contact group.

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