Connect Finmo and Swarmtix

Both apps 43Finmo 19Swarmtix 24

• 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 Event

  Triggers when a new event appears in your Swarmtix organisation.

• Action
  Create Access Code

  Creates an access code that unlocks a hidden ticket type on an event at its normal price.

• Action
  Create Checkout Question

  Adds a custom question an event asks buyers during checkout, and returns the stored question.

• Action
  Create Discount

  Creates a discount on a Swarmtix event, either a code buyers type at checkout or a public offer shown on the event page, taking an amount or a percentage off.

• Action
  Create Event

  Creates a new Swarmtix event as an unpublished draft and returns its id and URL slug.

• Action
  Create Ticket Type

  Adds a ticket type (a price tier buyers choose from) to a Swarmtix event and returns it.

• Action
  Delete Checkout Question

  Removes a checkout question from an event so buyers are no longer asked it. Answers buyers already gave stay with their orders.

• Action
  Delete Discount

  Switches off a discount, public discount or access code on an event so it can no longer be used. The offer is kept because orders that used it still point at it.

• Action
  Delete Ticket Type

  Permanently deletes a ticket type nobody has ordered from an unpublished event, and returns the ticket types that remain.

• Action
  Duplicate Event

  Copies an event's setup into a new unpublished draft, without its dates, orders or attendees, and returns the new event.

• Action
  Get Analytics Summary

  Returns an organisation-wide roll-up of events, tickets sold and orders placed, plus the connected organizer account's lifetime gross ticket revenue per currency.

• Action
  Get Event

  Returns one Swarmtix event in full: schedule, location, host, ticket types and publication status.

• Action
  Get Event Analytics

  Returns the sales and traffic figures for one event: revenue, tickets sold, refunds, page visits and the daily series behind them.

• Action
  Get Ticket Sales Summary

  Returns how many tickets were put on sale, sold and checked in for one scheduled date of a Swarmtix event (the earliest date when none is given).

• Action
  List Checkout Questions

  Returns the custom questions an event asks buyers at checkout, with each question's wording, field name, and whether it is enabled and required.

• Action
  List Discounts

  Returns the active discount offers on an event, with their codes, reductions, dates and usage.

• Action
  List Event Dates

  Returns the scheduled dates of a Swarmtix event, earliest first, with each date's id, local and UTC start and end, capacity and active status.

• Action
  List Events

  Returns the Swarmtix events this connection can see, alphabetically by name, with each event's id, slug, name, city, country and scheduled dates.

• Action
  List Ticket Types

  Returns the ticket types an event sells, with price, quantity, remaining availability, per-order limits and sale window.

• Action
  Set Event Dates

  Replaces the full list of dates a Swarmtix event runs on and returns the resulting schedule. Refuses to drop a date that already has tickets sold.

• Action
  Update Checkout Question

  Changes one of an event's checkout questions (wording, answer type, choices, required, enabled, shown on ticket) and returns the question as stored. Only the fields you fill in are changed.

• Action
  Update Discount

  Changes an event's discount code, public discount or access code — its code, name, reduction, ticket type, window or usage limit — and returns the discount as stored.

• Action
  Update Event

  Updates an event's details such as name, description, venue, address, visibility, fees and timezone, and returns the event as stored afterwards. Fields left blank keep their current values.

• Action
  Update Ticket Type

  Changes one of an event's ticket types (name, price, quantity, limits, sale window) and returns it as stored afterwards. Fields left blank keep their current values.

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