Connect Finmo and Whop

Both apps 64Finmo 19Whop 45

• 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
  Dispute Updated

  Triggers when a payment dispute on your Whop account changes, for example when its status moves or the deadline to respond is set.

• Trigger
  Failed Payment

  Triggers when a payment on your Whop account fails, giving you the amount, the reason it failed and when Whop will try again.

• Trigger
  Invoice Paid

  Triggers when an invoice on your Whop account is paid, giving you the invoice, its amount and who paid it.

• Trigger
  Invoice Past Due

  Triggers when an invoice on your Whop account passes its due date without being paid.

• Trigger
  Membership Canceled

  Triggers when a Whop membership ends and the customer loses access, whether they cancelled or their payments stopped.

• Trigger
  Membership Scheduled to Cancel

  Triggers when a Whop customer schedules their membership to end at the close of the current billing period, or reverses that decision.

• Trigger
  New Dispute

  Triggers when a buyer opens a new chargeback dispute on a Whop payment.

• Trigger
  New Dispute Alert

  Triggers when Whop receives an early dispute alert from the card network, before a formal chargeback is opened.

• Trigger
  New Invoice

  Triggers when a new invoice is created for a customer in Whop.

• Trigger
  New Member Joined

  Triggers when a new member joins — a Whop membership becomes active for a customer.

• Trigger
  New Payment

  Triggers when a new payment is created in Whop.

• Trigger
  New Waitlist

  Triggers when someone signs up for a waitlisted plan in Whop, creating a new waitlist entry.

• Trigger
  Payment Method Saved

  Triggers when a customer successfully saves a payment method in Whop for future use.

• Trigger
  Payment Pending

  Triggers when a Whop payment moves into a pending state, waiting to clear.

• Trigger
  Payment Refunded

  Triggers when a payment is refunded in Whop.

• Trigger
  Waitlist Approved

  Triggers when a waitlist entry is approved in Whop, granting the person access to the plan.

• Action
  Add Free Days to Membership

  Adds free days to a Whop membership, pushing out its next renewal date, expiration or trial. Useful for service credits, support gestures and referral rewards.

• Action
  Approve Waitlist

  Approves a pending waitlist entry in Whop so the applicant is granted access. Whop processes the approval in the background and returns a job ID.

• Action
  Cancel Membership

  Cancels a Whop membership, either at the end of the current billing period or straight away.

• Action
  Create Checkout Session

  Creates a Whop checkout session for a plan and returns the purchase link you send the customer to.

• Action
  Create Invoice

  Creates an invoice in Whop for a new or existing customer, either emailed as a payment link or charged automatically. Anything you leave blank is left out of the request.

• Action
  Create Lead

  Creates a lead in Whop to track someone who showed interest in a product, along with where they came from.

• Action
  Create Payment

  Charges a Whop member's saved payment method, either for an existing plan or for a new plan you describe inline. Anything you leave blank is left out of the request.

• Action
  Create Promo Code

  Creates a discount code customers can enter at checkout on Whop, as either a percentage or a flat amount off, with optional limits on who can use it and how often.

• Action
  Deny Waitlist

  Denies a pending waitlist entry in Whop so the applicant is turned down, and returns the updated entry.

• Action
  Find Entries

  Finds waitlist entries on your Whop account, with optional filters for status, product, plan and when they were submitted.

• Action
  Find Entry

  Looks up a single Whop waitlist entry by its ID and returns its status, who applied and what they applied for.

• Action
  Find Invoice

  Looks up a single Whop invoice by its ID and returns its status, amount, line items and who it was sent to.

• Action
  Find Lead

  Looks up a single Whop lead by its ID and returns who they are, what they were interested in and whether they have become a paying customer.

• Action
  Find Member

  Looks up a single member of your Whop company by ID and returns their contact details, access level and how much they have spent.

• Action
  Find Membership

  Looks up a single Whop membership by its ID and returns its status, renewal dates, the customer and what they are subscribed to.

• Action
  Find Payment

  Looks up a single Whop payment by its ID and returns its status, amounts, card details and what it was for.

• Action
  Find Plan

  Looks up a single Whop plan by its ID and returns its pricing, billing period, visibility and purchase link.

• Action
  Find Product

  Looks up a single Whop product by its ID and returns its name, visibility, member count and store details.

• Action
  Find Products

  Lists the products on your Whop company, with optional filters for visibility and paging.

• Action
  Find Refund

  Looks up a single Whop refund by its ID and returns the amount, its processing status and the payment it came from.

• Action
  Get Payment Fees

  Lists the fees taken out of a Whop payment, such as processing and affiliate fees, with the amount and type of each.

• Action
  Pause Membership

  Pauses billing on a Whop membership, optionally resuming automatically on a date you choose.

• Action
  Refund Payment

  Refunds a Whop payment in full, or by a partial amount you specify.

• Action
  Resume Membership

  Resumes billing on a Whop membership that was paused.

• Action
  Unarchive Affiliate

  Restores an archived Whop affiliate so they can earn commissions again.

• Action
  Uncancel Membership

  Reverses a pending cancellation so a Whop membership keeps renewing.

• Action
  Update Lead

  Updates the referrer or your own stored data on an existing Whop lead.

• Action
  Update Membership

  Updates your own stored data on an existing Whop membership.

• Action
  Void Invoice

  Voids a Whop invoice so it can no longer be paid.

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