Connect Finmo and Google Analytics

Both apps 29Finmo 21Google Analytics 8

• 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 Daily Report Row

  Triggers once for each report row of the previous full day (in the property's time zone), with the chosen dimensions and metrics as fields. Checks for yesterday's rows on every poll and delivers each row once.

• Action
  Get Metadata

  Returns the dimensions and metrics available for reporting on a GA4 property, including custom ones.

• Action
  Get Property

  Returns the details of one GA4 property, such as its name, time zone and currency.

• Action
  List Accounts

  Returns the Google Analytics accounts the connected user can access.

• Action
  List Audiences

  Returns the audiences defined on a GA4 property.

• Action
  List Properties

  Returns the GA4 properties under an account.

• Action
  Run Realtime Report

  Runs a GA4 realtime report covering the last 30 minutes of activity on a property.

• Action
  Run Report

  Runs a GA4 report for the chosen dimensions, metrics and date range and returns one row per dimension combination.

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