Connect Finmo and Zomentum

Both apps 55Finmo 19Zomentum 36

• 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
  Client Created

  Triggers when a new client company is created in Zomentum.

• Trigger
  Client Updated

  Triggers when a client company in Zomentum is updated.

• Trigger
  Contact Created

  Triggers when a new contact is created in Zomentum.

• Trigger
  Contact Updated

  Triggers when a contact is created or updated in Zomentum.

• Trigger
  Document Approved

  Triggers when a document is approved.

• Trigger
  Document Created

  Triggers when a new document is created in Zomentum, optionally only for one client, status or document type.

• Trigger
  Document Updated

  Triggers when a document is created or updated, optionally limited to one client, status or document type.

• Trigger
  Opportunity Created

  Triggers when a new opportunity is created in Zomentum, optionally limited to a pipeline, owner, client or other criteria.

• Trigger
  Opportunity Updated

  Triggers when an opportunity is updated in Zomentum.

• Trigger
  Users

  Triggers when a new user is added to your Zomentum account.

• Action
  Add call log

  Logs a completed sales call against an opportunity or client company in Zomentum and returns the new call log.

• Action
  Add catalog item

  Adds a new product to the Zomentum catalog, with its pricing, images and optional bundled products, and returns the new product's id.

• Action
  Add meeting

  Adds a new sales meeting to an opportunity or client company in Zomentum and returns the new meeting's ID.

• Action
  Add task

  Creates a sales task on a Zomentum opportunity or client company, with a due time, priority and optional collaborators.

• Action
  Create or Update Client

  Updates a client company when a Client Company ID is supplied, otherwise creates a new client company. Returns the saved client.

• Action
  Create or Update Contact

  Creates a new client contact, or updates an existing one when a contact ID is supplied. Returns the saved contact.

• Action
  Create or Update Opportunity

  Creates a new opportunity, or updates an existing one when an opportunity ID is supplied.

• Action
  Delete client company

  Deletes a client company in Zomentum by its ID.

• Action
  Delete opportunity

  Deletes an opportunity from Zomentum and confirms whether it was removed.

• Action
  Find catalog items

  Returns the catalog items of the chosen type, such as software, hardware or labor, including their pricing and custom fields.

• Action
  Find documents

  Returns the documents that match a client company, status, document type, or created or updated date range, along with the products each document contains.

• Action
  Find opportunities

  Returns the opportunities that match the criteria you choose, such as name, client company, owner, pipeline stage or dates.

• Action
  Get catalog item

  Returns a single catalog item (product) by its id, including its pricing, bundled items and custom fields.

• Action
  Get Client Company

  Returns one client company by its ID, including its addresses, owner and custom field values.

• Action
  Get Client Contact

  Returns a single client contact by its id, including the contact's name, email, phone, client company and custom field values.

• Action
  Get document

  Returns a single Zomentum document by its ID, including its status, recipients, opportunity link and custom field values.

• Action
  GetOpportunity

  Returns a single opportunity by its ID, including its pipeline stage, owner, linked client company and contacts, totals and custom field values.

• Action
  List client companies

  Returns the client companies in your Zomentum account, optionally narrowed by name, owner, client type, sync source, or created and updated time.

• Action
  List client contacts

  Returns the client contacts in your Zomentum account, optionally narrowed by email, client company, contact type, sync source, or created and updated dates.

• Action
  List documents

  Returns the documents in your Zomentum account, such as proposals and assessments, with their status, client company, recipients and totals.

• Action
  List opportunities

  Returns the opportunities in a pipeline, optionally narrowed by client, owner, stage, type or date range.

• Action
  List pipelines

  Returns the sales pipelines in your Zomentum account, including each pipeline's opportunity stages. Can be narrowed to a pipeline by name.

• Action
  List tasks

  Returns the sales tasks in your Zomentum account, optionally narrowed by associated opportunity or client company, task owner, or due date.

• Action
  List users

  Returns the users in your Zomentum account, optionally only those with a given email address or phone number.

• Action
  Update Opportunity

  Updates an existing Zomentum opportunity by ID and returns the updated opportunity. Fields left blank keep their current values.

• Action
  Update task

  Updates an existing Zomentum sales task by ID. Only the fields you fill in are changed.

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