Connect Finmo and US Global Mail

Both apps 38Finmo 19US Global Mail 19

• 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 Mail

  Triggers when a new mail item arrives in your US Global Mail mailbox.

• Action
  Add address

  Adds a new shipping or check-deposit address to your US Global Mail account.

• Action
  Add folder

  Creates a new mail folder with a name and an optional color.

• Action
  Add scan request

  Requests a scan of a mail item, or has it opened and its contents scanned. This is a billable action on the US Global Mail account.

• Action
  Archive mail item

  Moves a mail item out of the active inbox into the archive and returns the updated mail item.

• Action
  Cancel scan request

  Cancels a scan request that is still in process and returns the updated scan.

• Action
  Delete folder

  Deletes a folder. Mail in the folder is not deleted; it simply becomes unfiled.

• Action
  Discard mail item

  Asks the mailroom to discard a physical mail item. It can be undone with Undiscard within 7 days; after that the item is permanently shredded.

• Action
  Get account

  Returns your US Global Mail account profile, including name, email, phone number, status and mailbox (PMB) number.

• Action
  Get mail item

  Returns full detail for one mail item in your US Global Mail mailbox, including its status, sender, dimensions, weight, scan and folder.

• Action
  Get scan

  Returns one scan request, including its status, type and AI-generated label.

• Action
  Get shipment

  Returns the details of one shipment, including its status, tracking number, destination and packed mail items.

• Action
  List addresses

  Returns the shipping and deposit addresses on your US Global Mail account, optionally filtered by type.

• Action
  List folders

  Returns all of your US Global Mail folders, with each folder's name and color.

• Action
  List mail items

  Returns the mail items in your mailbox, with optional filters for status, type, folder, scan state, arrival period, read state and search text.

• Action
  List scans

  Returns your scan and open-and-scan requests, optionally filtered by status, type, mail item, search text or scan date.

• Action
  List shipments

  Returns your shipment requests (shipments, returns to sender, check deposits and pickups), optionally filtered by type and status.

• Action
  Update folder

  Renames a mail folder or changes its color.

• Action
  Update mail item

  Marks a mail item as read or unread and/or moves it into a folder, and returns the updated mail item.

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