Connect Finmo and WooCommerce

Both apps 61Finmo 19WooCommerce 42

• 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 Customer

  Polling trigger: fires for each newly registered customer (sorted by registration date descending).

• Trigger
  New Order

  Polling trigger: fires for each newly created order (sorted by date descending).

• Trigger
  New Product

  Polling trigger: fires for each newly created product (sorted by date descending).

• Action
  Add order note

  Adds a note to a WooCommerce order, either private for store staff or shown to the customer.

• Action
  Add order refund

  Creates a refund on a WooCommerce order, optionally for specific line items and through the payment gateway.

• Action
  Create Coupon

  Create a new discount coupon.

• Action
  Create Customer

  Create a new customer.

• Action
  Create Order

  Create a new order.

• Action
  Create Product

  Create a new product in WooCommerce.

• Action
  Create Product Category

  Create a new product category.

• Action
  Create Product Tag

  Create a new product tag.

• Action
  Create Product Variation

  Create a variation under a variable product.

• Action
  Delete Coupon

  Deletes a coupon from your WooCommerce store, either moving it to the trash or removing it permanently.

• Action
  Delete Customer

  Permanently deletes a customer from the WooCommerce store and returns the deleted customer record.

• Action
  Delete Order

  Deletes an order from your WooCommerce store, either moving it to the trash or removing it permanently.

• Action
  Delete Product

  Delete a product by ID (force delete bypasses trash).

• Action
  Get Coupon

  Returns a single coupon by its ID, including its code, discount, restrictions and usage details.

• Action
  Get Customer

  Retrieve a customer by ID.

• Action
  Get Order

  Retrieve an order by ID.

• Action
  Get Product

  Retrieve a product by ID.

• Action
  Get product by SKU

  Emits the details of the product with the specified SKU. An error occurs if zero or multiple are found.

• Action
  Get product category by name

  Emits the id of the product category with the matching name. An error occurs if the category is not found.

• Action
  Get product tag by name

  Emits the id of the product tag with the matching name. An error occurs if the tag is not found.

• Action
  List Coupons

  List discount coupons, optionally filtered by code.

• Action
  List Customers

  List customers, optionally filtered by email or search term.

• Action
  List order notes

  Returns the notes on a WooCommerce order, optionally limited to customer-facing or internal notes.

• Action
  List order refunds

  Returns the refunds issued against a WooCommerce order.

• Action
  List Orders

  List orders, optionally filtered by status or customer.

• Action
  List Product Categories

  List product categories, optionally filtered by search term.

• Action
  List Product Reviews

  Returns product reviews from your WooCommerce store, optionally filtered by product, reviewer, status, date or search text.

• Action
  List Products

  List products with optional search, status, and SKU filters.

• Action
  List Product Tags

  List product tags, optionally filtered by search term.

• Action
  List Product Variations

  List variations under a variable product.

• Action
  Product attributes - assign to product

  Assigns the configured product attributes to the specified product. Send the attributes array as JSON.

• Action
  Product variation attributes - assign to product variation

  Assigns the configured attributes to the specified product variation.

• Action
  Update Coupon

  Updates an existing coupon's code, discount, expiry, usage limits and product or email restrictions.

• Action
  Update Customer

  Updates an existing WooCommerce customer's name, email, login, password, billing and shipping addresses, or meta data.

• Action
  Update Order

  Update an order by ID (e.g. change status).

• Action
  Update Product

  Update an existing product by ID.

• Action
  Update Product Category

  Updates an existing product category's name, slug, parent, description, display type, image or menu order.

• Action
  Update Product Stock Quantity

  Update a product's stock quantity (product must have manage_stock enabled).

• Action
  Update Product Variation

  Update a product variation by ID.

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