Connect Finmo and Mayar

Both apps 43Finmo 21Mayar 22

• 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 Customer

  Triggers when a new customer is added to your Mayar account.

• Trigger
  New Recurring Transaction (Subscription)

  Triggers when a new paid membership (subscription) transaction is completed in Mayar, including renewals.

• Trigger
  New Transaction (Non-Recurring)

  Triggers when a new paid transaction is completed in Mayar.

• Action
  Change Product Status

  Closes a Mayar product to new payments, or re-opens a closed one.

• Action
  Create Customer

  Creates a Mayar customer from a name, email and mobile number.

• Action
  Create Dynamic QR Code

  Creates a dynamic QRIS payment code for an amount and returns its image URL.

• Action
  Create Invoice

  Creates a Mayar invoice for a customer with one line item and returns the invoice id and payment link.

• Action
  Create Payment Link

  Creates a Mayar payment link product and returns its id and URL.

• Action
  Create Payment Request

  Creates a Mayar single payment request for an amount and returns its payment link.

• Action
  Find Customer by Email

  Finds a Mayar customer by email address.

• Action
  Get Account Balance

  Returns your Mayar account balance: total, active (withdrawable) and pending amounts.

• Action
  Get Invoice

  Returns a Mayar invoice with its amount, payment status and customer.

• Action
  Get Payment Request

  Returns a Mayar single payment request with its amount and status.

• Action
  Get Product

  Returns one Mayar product with its price, type, status and links.

• Action
  Get Transaction

  Returns one Mayar transaction with its amount, status, payment method and customer.

• Action
  List Customers

  Returns a page of Mayar customers.

• Action
  List Invoices

  Returns a page of Mayar invoices, optionally filtered by status or search text.

• Action
  List Products

  Returns a page of Mayar products, optionally filtered by search text or type.

• Action
  List Transactions

  Returns a page of paid Mayar transactions, optionally filtered by customer, product type or date range.

• Action
  Update Customer Email

  Changes a Mayar customer's email address.

• Action
  Update Invoice

  Updates an existing Mayar invoice's description, expiry or notes.

• Action
  Verify License

  Checks whether a SaaS subscription license code is active for a Mayar product.

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