Connect Azure DevOps and Finmo

Both apps 32Azure DevOps 10Finmo 22

• Trigger
  Code Push (Git)

  Triggers when commits are pushed to a Git repository in an Azure DevOps project.

• Trigger
  Completed Build

  Triggers when a build finishes in an Azure DevOps project, with its result (succeeded, failed, partially succeeded or canceled).

• Trigger
  New Work Item

  Triggers when a work item is created in an Azure DevOps project.

• Trigger
  New Work Item Comment

  Triggers when someone comments on a work item in an Azure DevOps project.

• Trigger
  Updated Work Item

  Triggers when a work item is updated in an Azure DevOps project, with the work item's current values and the list of fields that changed.

• Action
  Add Link to Work Item

  Adds a link to an Azure DevOps work item: a related, parent, child, predecessor, successor or duplicate link to another work item, or a hyperlink to a web page.

• Action
  Create Work Item

  Creates a new work item (such as a Task, Bug, Issue or User Story) in an Azure DevOps project.

• Action
  Find Work Item

  Finds work items in an Azure DevOps project that match a Work Item Query Language (WIQL) query, returning the matching work item IDs, or the matching links for a link query.

• Action
  Trigger Build

  Queues a new run of an Azure DevOps build pipeline, optionally for a specific branch or commit and with pipeline variables or parameters.

• Action
  Update Work Item

  Updates an existing Azure DevOps work item: changes its title, description, state, assignee, area, iteration, priority or tags, and can add a discussion comment. Fields left blank are not changed.

• Trigger
  Application Started

  Triggers when a new application appears in your Finmo team.

• Trigger
  Updated Deal Status

  Triggers when an application's status changes.

• Trigger
  Updated Document Request Status

  Triggers when a document request on an application is added or marked received.

• Action
  Add application

  Creates a new mortgage application (deal) in Finmo for a new or existing applicant, optionally inviting the borrower.

• Action
  Add application note

  Adds a note to an application.

• Action
  Add client

  Creates a new client in your Finmo team.

• Action
  Add client asset

  Adds an asset (property, vehicle, savings, etc.) to a client.

• Action
  Add client income

  Adds an income source to a client.

• Action
  Add client liability

  Adds a liability (loan, credit card, etc.) to a client.

• Action
  Add document

  Uploads a file to an application as a document.

• Action
  Add document request

  Requests an outstanding document on an application.

• Action
  Delete client

  Permanently deletes a client.

• Action
  Find applications by criteria

  Searches applications by borrower name or application ID, optionally narrowed to a brokerage, team or broker.

• Action
  Get application

  Returns a Finmo application with the sections you choose, such as borrowers, incomes, properties and custom data.

• Action
  Get client

  Returns the details of one client, including contact details, assets, liabilities and incomes.

• Action
  List application documents

  Returns every document (document request) on a Finmo application, with its status, file details, borrower and document template.

• Action
  List application notes

  Returns all notes users have added to an application.

• Action
  List applications

  Returns a page of all applications in your Finmo team.

• Action
  List application statuses

  Returns all application statuses configured for your Finmo team.

• Action
  List tasks

  Returns all tasks on an application.

• 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's personal details. Fields left blank are unchanged.

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