Connect Finmo to AEvent

Both apps 33Finmo 22AEvent 11

• 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.

• Action
  Add chat message

  Sends a chat message to a webinar, optionally addressed to a specific registrant or as a reply to one of their messages.

• Action
  Add registrant

  Registers a person for an AEvent webinar campaign and returns the new registrant, including their join link.

• Action
  Add webinar

  Creates a webinar in AEvent from a campaign timeline at the date and time you choose, and returns AEvent's response.

• Action
  Delete registrant

  Deletes a registrant from AEvent by their unique ID.

• Action
  Delete webinar

  Deletes a webinar from your AEvent account, including an occurrence of a recurring webinar. Returns the webinar's ID and AEvent's confirmation message.

• Action
  Get registrant

  Returns one registrant, including their webinar, join link, attendance and custom fields, looked up by UUID or unique ID.

• Action
  Get webinar

  Returns a single scheduled webinar by its webinar ID, including its timing, status and registrant count.

• Action
  List recurring webinars

  Returns the recurring webinars on the AEvent account, optionally filtered by webinar timeline, platform or trash status.

• Action
  List registrants

  Returns the registrants in your AEvent account, optionally narrowed by campaign, date range, status or a name, email or phone search.

• Action
  List webinars

  Returns the scheduled webinars on the AEvent account, with optional filtering and sorting.

• Action
  Update registrant

  Updates an AEvent registrant's contact details, location, landing page, custom fields and webhooks, and returns the updated registrant.

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