Connect Finmo and Sorry

Both apps 36Finmo 19Sorry 17

• 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 notice

  Triggers when a new notice (incident, maintenance or general announcement) is created on the selected Sorry status page.

• Action
  Add component

  Creates a new component on a Sorry status page, optionally nested under a parent component.

• Action
  Add notice

  Creates a new incident, maintenance or general notice on a Sorry status page, optionally linking affected components and publishing it to subscribers.

• Action
  Add notice update

  Posts a new update on an existing notice on a Sorry status page, optionally publishing it to your configured integrations.

• Action
  Add subscriber

  Adds an email or SMS subscriber to a status page, optionally limited to specific components, so they receive status notices.

• Action
  Delete notice

  Deletes a notice (incident, maintenance or general) from a Sorry status page.

• Action
  Delete subscriber

  Permanently removes a subscriber from a status page.

• Action
  Get notice

  Returns a single notice from a status page, including its type, state, subject, synopsis and link.

• Action
  Get status page

  Returns a single Sorry status page with its name, state, timezone, support details and notification settings, optionally including related brand, components, notices and more.

• Action
  List components

  Returns all components (the services or infrastructure elements) shown on a Sorry status page, with their current state.

• Action
  List notices

  Returns the notices (incidents, maintenance and general notices) posted on a Sorry status page, optionally filtered by type, state, subject or creation date.

• Action
  List notice updates

  Returns all updates posted on a notice on one of your Sorry status pages, optionally filtered by creation date or content.

• Action
  List status pages

  Returns all status pages in your Sorry account, optionally filtered by name or creation date.

• Action
  List subscribers

  Returns the subscribers on a status page, optionally only those who receive notices for a specific component.

• Action
  Update component

  Updates a component on a Sorry status page, such as its name, description, position or parent component.

• Action
  Update notice

  Updates an existing notice on a Sorry status page — change its subject or state, add a comment, set affected components or reschedule planned maintenance.

• Action
  Update status page

  Updates a status page's settings, such as its name, timezone, support contact details, search visibility and language.

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