Connect Finmo and Website Toolbox Community

Both apps 48Finmo 19Website Toolbox Community 29

• 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 Post

  Triggers when a new post is made in any topic of your Website Toolbox forum.

• Trigger
  New Topic

  Triggers when a new topic is started in your Website Toolbox forum.

• Trigger
  New User

  Triggers when a new user registers on your Website Toolbox community forum.

• Trigger
  Post Approved

  Triggers when a forum post is approved and visible on the community (posts still awaiting moderation are skipped until they are approved).

• Trigger
  Post Updated

  Triggers when an existing forum post is edited.

• Trigger
  Topic Updated

  Triggers when a forum topic is changed, such as its title, category, tags, pinned or locked state, or its opening post being edited.

• Trigger
  User Email Verified

  Triggers when a forum member verifies their email address and leaves the Pending Email Verification user group.

• Trigger
  User Updated

  Triggers when a forum user's profile details change, such as their name, email, title, user groups or profile fields.

• Action
  Add to User Group

  Adds one or more community members to a user group, identified by their user IDs, usernames or email addresses.

• Action
  Create Category

  Creates a new category in your Website Toolbox forum.

• Action
  Create Topic

  Creates a new topic (discussion thread) in your Website Toolbox forum, with its first post written by the member you name.

• Action
  Create User

  Creates a new member account on your Website Toolbox forum.

• Action
  Delete Category

  Deletes a forum category from your Website Toolbox community.

• Action
  Delete Post

  Deletes a post (reply) from your Website Toolbox forum.

• Action
  Delete Topic

  Deletes a forum topic, along with its posts, from your Website Toolbox community.

• Action
  Delete User

  Deletes a member from your Website Toolbox forum.

• Action
  Find topics by search term

  Returns the forum topics whose title contains the search term you enter.

• Action
  Get category

  Returns a forum category, including its title, description, parent category, privacy and lock settings, and topic and reply counts.

• Action
  Get post

  Returns a single forum post by its id, including its message, subject, topic, category and author.

• Action
  Get topic

  Returns a single forum topic by its id, including its subject, category, post and view counts, and whether it is pinned or locked.

• Action
  Get user

  Returns a single forum member's profile from your Website Toolbox community, looked up by user id.

• Action
  List categories

  Returns every category in your Website Toolbox forum, with each category's id, title and settings.

• Action
  List posts

  Returns the posts in your Website Toolbox forum, newest pages fetched until every post is collected.

• Action
  List topics

  Returns the topics (discussion threads) in your Website Toolbox forum.

• Action
  List users

  Returns the users registered on your Website Toolbox forum.

• Action
  Update category

  Updates an existing forum category's title, description, heading, link, parent and visibility settings. Only the fields you fill in are changed.

• Action
  Update Post

  Updates the text of an existing post in your Website Toolbox forum and returns the updated post.

• Action
  Update Topic

  Changes an existing forum topic's title or moves it to a different category. Anything left blank stays as it is.

• Action
  Update User

  Updates a community member's username, email address or password. Fields left blank are not changed.

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