Connect Finmo to Slite

Both apps 35Finmo 19Slite 16

• 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.

• Action
  Archive note

  Archives a Slite note, or restores an archived note, and returns the updated note.

• Action
  Ask Question

  Asks a question in natural language and returns an answer drawn from the Slite notes the connected user can access, along with the notes used as sources.

• Action
  Create Doc

  Creates a new Slite doc from Markdown, HTML or SliteML content, a template, or as an empty doc, and returns the created doc.

• Action
  Delete note

  Permanently deletes a note and all of its child notes by ID. This cannot be undone.

• Action
  Fetch Doc

  Returns a Slite doc by its ID, including its title, content, location, review state and any collection attributes.

• Action
  Fetch Sub Docs

  Returns the sub-docs of a Slite doc: its direct children, or its whole subtree when descendants are included.

• Action
  Find groups by query

  Returns the Slite groups whose name matches the search text you provide.

• Action
  Find users by query

  Returns the users whose email address or display name matches the search text.

• Action
  Get group

  Returns a Slite group's name and description by its ID.

• Action
  Get user

  Returns a Slite user's display name, email address, organization role, guest status and archived date.

• Action
  Index AskX Object

  Adds or refreshes a piece of custom content in a Slite custom data source so it can be used by Ask. Returns the indexed object's id, title, URL and last update date.

• Action
  List notes

  Returns the notes in a Slite workspace, optionally filtered by owner or parent note and sorted by last edit or sidebar position.

• Action
  Replace Doc

  Replaces a doc's content with new Markdown, HTML or SliteML, and can also change its title, collection attributes and sidebar position. Returns the updated doc.

• Action
  Search Docs

  Returns the docs that match a search text, with optional filters for parent doc, depth, review state, edit dates and archived status.

• Action
  Update Doc

  Updates a doc's title, content, collection attributes or sidebar position, and returns the updated doc.

• Action
  Verify note

  Marks a Slite note as Verified, with an optional date when the verification expires, and returns the updated note.

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