Connect Finmo and Hiro.fm

Both apps 40Finmo 21Hiro.fm 19

• 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 Episode

  Triggers when a new episode is added to a Hiro.fm show.

• Trigger
  New Listener via Hiro Sales Page or Keyword

  Triggers when a new listener (contact) is added in Hiro.fm, including listeners who join from your sales page. Optionally limited to one show.

• Trigger
  New Show

  Triggers when a new show is created in your Hiro.fm account.

• Action
  Add Episode to Podcast

  Creates a new episode in a Hiro.fm show and returns its ID. Upload the audio afterwards with Upload Episode Audio.

• Action
  Add New Listener to Products

  Adds a listener to Hiro.fm (or updates them when the email or phone already exists) and grants them access to the shows you choose.

• Action
  Block Customer

  Revokes a Hiro.fm listener's access to the shows you choose. Identify the listener by ID, email or phone number.

• Action
  Delete Contact

  Deletes a Hiro.fm contact, identified by ID, email or phone number.

• Action
  Delete Episode

  Deletes an episode from a Hiro.fm show.

• Action
  Find Customer

  Searches Hiro.fm contacts (listeners) by name, email, phone, tag or show and returns the matches.

• Action
  Get Contact

  Returns one Hiro.fm contact (listener), including name, email, phone, shows they can access and tags.

• Action
  Get Episode

  Returns one episode of a Hiro.fm show, including its title, audio link, duration, notes and release settings.

• Action
  Get Show

  Returns one Hiro.fm show's details, including its title, creator, summary, release settings and sales page link.

• Action
  List Episodes

  Returns all episodes of a Hiro.fm show with their titles, audio links, durations and release settings.

• Action
  List Shows

  Returns all of your Hiro.fm shows with their titles, creators, release settings and sales page links.

• Action
  Remove Tag From Contact

  Removes tags from a Hiro.fm contact, identified by ID, email or phone number.

• Action
  Resend Access Messages

  Resends a contact's access messages for a Hiro.fm show. Identify the contact by ID, email or phone number.

• Action
  Tag a Contact

  Adds tags to a Hiro.fm contact, identified by ID, email or phone number.

• Action
  Update Episode

  Updates an episode of a Hiro.fm show. Only the fields you provide are sent.

• Action
  Upload Episode Audio

  Uploads an audio file (such as an MP3) to an episode of a Hiro.fm show from a file URL.

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