Connect Finmo and Goaffpro

Both apps 38Finmo 21Goaffpro 17

• 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 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.

• Trigger
  New payment

  Fires when a payment is made to an affiliate. Vendor supports webhook registration via /admin/webhooks; subscribe to the payment-created event.

• Action
  Add affiliate

  Create a new affiliate.

• Action
  Add commission rate

  Add a special commission rate to the commission plan.

• Action
  Add coupon to affiliate

  Assign a custom coupon to an affiliate.

• Action
  Add order

  Create a referral order and attribute it to an affiliate.

• Action
  Add payment

  Mark affiliates as paid in bulk.

• Action
  Add reward

  Give a reward to an affiliate.

• Action
  Delete affiliate

  Delete an affiliate by id.

• Action
  Delete order

  Delete an order and its commission from the affiliate's account.

• Action
  Find affiliates by criteria

  Search affiliates by criteria (email, name, etc).

• Action
  List commission rates

  List all special commission rates configured on products/collections.

• Action
  List coupons

  List coupons in the program.

• Action
  List orders

  List referral orders attributed to affiliates.

• Action
  List payments

  List payment history made to affiliates.

• Action
  List rewards

  List rewards given to affiliates (signup bonus, target bonus, MLM commission, etc).

• Action
  Update affiliate

  Update an affiliate's details by id.

• Action
  Update order

  Update an order by id.

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