Connect Finmo to Ideal Postcodes

Both apps 29Finmo 21Ideal Postcodes 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.

• Action
  Cleanse address

  Returns the closest matching standardised address for a freeform address, with a confidence score and match levels for each address element.

• Action
  Find addresses by query

  Returns address suggestions matching a partial address, ordered by relevance, with optional filters and biases by postcode, town, region or location.

• Action
  Find places

  Returns up to 10 place suggestions (countries, administrative areas, towns) matching a search query, each with an id that can be resolved to the full place.

• Action
  List addresses by postcode

  Returns every address registered at a postcode (UK, Ireland, Netherlands or Singapore).

• Action
  Validate Phone Number

  Validates a phone number and returns its country, national and international formats, and its original (and optionally current) carrier.

• Action
  Validate UK Address

  Checks a freeform UK address against the UK address database and returns the closest matching standardised address with a confidence score and per-element match levels.

• Action
  Verify Email

  Checks whether an email address is deliverable and reports whether it is disposable, a free provider, a role address or on a catch-all domain.

• Action
  Verify US Address

  Verifies a US address against the USPS address dataset and returns the closest matching standardised address with confidence and match-level indicators.

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