Integration
Connect Finmo and Zoho Sheet
When Application Submitted by Borrower fires in Finmo, your agent runs Create Row in Zoho Sheet, or New or Updated Row (WorkDrive) in Zoho Sheet to Add client in Finmo. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Finmo and Zoho Sheet to do together?
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Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Finmo and Zoho Sheet can do together
From Finmo to Zoho Sheet
When Application Submitted by Borrower in Finmo
then Create Row in Zoho Sheet
From Zoho Sheet to Finmo
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Finmo and Zoho Sheet
Triggers and actions 11 triggers · 28 actions
- Application Started
Triggers when a new mortgage application is started in Finmo.
- Application Submitted by Borrower
Triggers when a borrower submits (or resubmits) a mortgage application in Finmo.
- Deal Submitted
Triggers when a deal (application) in Finmo reaches the Submitted status.
- Updated Borrower Email
Triggers when a borrower's email address changes (or a new borrower appears) on any application in the selected team.
- Updated Deal Status
Triggers when an application (deal) changes to a new status.
- Updated Document Request Status
Triggers when a document request on a Finmo application changes status (requested, needs attention, for review, approved, archived).
- Add application
Creates a new mortgage application (deal) in Finmo for a new or existing applicant, optionally inviting the borrower.
- Add client
Adds a client (borrower) to a Finmo application, optionally inviting them to the borrower portal.
- Add client income
Adds an income (employment, pension, support or other) to a borrower on a Finmo application.
- Add client liability
Creates a liability (credit card, loan, lease, support payment, etc.) on a Finmo application for one or more of its borrowers.
- Add document
Creates a document upload on a Finmo application and returns a signed link for uploading the file.
- Add document request
Creates a document request on a Finmo application, asking one or more borrowers to provide a document of the chosen type.
- Delete client
Removes a client (borrower) from a Finmo application.
- Find applications by criteria
Searches applications by borrower name or application ID, optionally narrowed to a brokerage, team or broker.
- Get client
Returns a client (borrower) on a Finmo application, including their contact details and profile.
- List application documents
Returns every document (document request) on a Finmo application, with its status, file details, borrower and document template.
- List applications
Returns application overviews for a brokerage, team or broker, optionally searched by borrower name.
- Update application
Updates an application's goal settings, such as the goal, purchase price, down payment, property use and closing date.
- Update client
Updates a client (borrower) on a Finmo application with new contact, personal and portal details.
- New or Updated Row (WorkDrive)
Triggers when a new row is added or an existing row is modified in a specified worksheet.
- New Row (WorkDrive)
Triggers when a new row is created in a specified worksheet.
- New Workbook
Triggered when a new workbook is created in Zoho Sheet.
- Updated Column
Fires when a cell inside the chosen column(s) of a Zoho Sheet worksheet is changed.
- Updated Column (WorkDrive)
Triggers when the value of a particular column is set on both new and updated rows. The corresponding row data is returned along with this trigger.
- Create Row
Adds one or more rows to a worksheet in a Zoho Sheet workbook, matching values to columns by the header row.
- Create Row (WorkDrive)
Adds one or more rows to a worksheet in a Zoho Sheet workbook (including workbooks stored in Zoho WorkDrive), matching values to the table's header columns.
- Create Worksheet
Adds a new worksheet (tab) to a Zoho Sheet workbook.
- Create Worksheet (WorkDrive)
Creates a new worksheet in the specified workbook.
- Delete Row
Deletes a particular row based on its index.
- Delete Row (WorkDrive)
Deletes a particular row based on its index.
- List Worksheets
Lists the worksheets (tabs) in a workbook via worksheet.list.
- Search and Delete Row
Deletes the row(s) in a Zoho Sheet worksheet that match a search criteria, removing them so the rows below move up.
- Search and Delete Row (WorkDrive)
Finds the rows in a worksheet of a WorkDrive-stored Zoho Sheet workbook that match a search criteria and deletes them.
- Search and Update Row
Searches and then updates a row based on some criteria.
- Search and Update Row (WorkDrive)
Finds the rows in a Zoho Sheet worksheet (stored in WorkDrive) that match a criteria and updates them with new column values.
- Search Row
Returns the rows of a Zoho Sheet worksheet that match the specified criteria.
- Search Row - Workdrive Users
Returns the rows of a Zoho Sheet worksheet (stored in WorkDrive) that match the specified criteria.
- Update Row
Updates one row of a Zoho Sheet worksheet, identified by its row number, with new values keyed by column header.
- Update Row (WorkDrive)
Updates one row of a worksheet in a Zoho Sheet workbook stored in WorkDrive, identified by its row number, with new values keyed by column header.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
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More into Zoho Sheet
Questions
Finmo and Zoho Sheet, answered
What can start an automation from Finmo?
Any of Finmo's 6 triggers in the catalog, including Application Submitted by Borrower, Deal Submitted, Updated Borrower Email and Updated Deal Status. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Zoho Sheet when something happens in Finmo?
Any of Zoho Sheet's 15 actions, including Create Row, Create Row (WorkDrive), Create Worksheet and Create Worksheet (WorkDrive). Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Zoho Sheet to Finmo?
Yes. When something happens in Zoho Sheet, your agent can act in Finmo too. This page covers both directions: Zoho Sheet's triggers and Finmo's actions are listed here as well.
Do I have to build a connector for Finmo or Zoho Sheet?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Finmo and Zoho Sheet without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.