Connect Finmo and MiiTel

Both apps 62Finmo 21MiiTel 41

• 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 Meeting

  Triggers when a new meeting recording is added in MiiTel.

• Trigger
  New Phone Call

  Triggers when a new phone call is recorded in MiiTel.

• Action
  Add tags to a meeting

  Add one or more tags to a video meeting record.

• Action
  Bulk delete multiple meetings

  Delete multiple video meeting records in a single request.

• Action
  Bulk-delete phone call legs

  Delete multiple call-detail records by id; 204 on success.

• Action
  Bulk-delete phone calls

  Delete up to 100 parent phone-call records.

• Action
  Bulk get hold/unhold events

  Fetch hold/unhold events for up to 100 calls in one request ({"holds": [...]}).

• Action
  Bulk get phone call leg transcripts

  Fetch transcripts for up to 20 calls in one request ({"phrases": [...]}).

• Action
  Bulk partially update phone call legs

  Partially update multiple call-detail records, returning {"call_details": [...]}.

• Action
  Bulk update tags on multiple meetings

  Update tags on multiple video meeting records simultaneously.

• Action
  Count meeting recordings per folder

  Count accessible meeting recordings for each requested folder.

• Action
  Create a presigned URL to upload call audio

  Mint a presigned URL for (re-)uploading a call's audio recording.

• Action
  Delete a phone call leg comment

  Delete one comment from a call-detail record.

• Action
  Get a meeting

  Retrieve one video meeting record, wrapped as {"video": {...}}.

• Action
  Get a phone call

  Retrieve one parent phone call and its nested call legs.

• Action
  Get a phone call leg

  Retrieve one call-detail record, wrapped as {"call_detail": {...}}.

• Action
  Get phone call leg audio

  Stream the audio recording for one call.

• Action
  Increment playback count of a phone call leg

  Record a playback of this phone call leg; returns when it was recorded.

• Action
  List a meeting's viewers

  List the users who have played the video — paginated, most recent first.

• Action
  Record watch time for a phone call leg

  Record how many seconds of this phone call leg were played.

• Action
  Remove tags from a meeting

  Remove one tag from a video meeting record.

• Action
  Replace all tags on a phone call leg

  Replace all existing tags on a call detail with the provided list.

• Action
  Retrieve all tags assigned to a meeting

  Retrieve all tags currently assigned to a video meeting record.

• Action
  Retrieve all tags assigned to a phone call leg

  Retrieve all tags currently assigned to a call detail record.

• Action
  Retrieve a meeting recording's phrase summaries

  Retrieve the summarized transcript phrase groups of a video, by start time.

• Action
  Retrieve a meeting recording's summaries

  Retrieve a video's AI-generated and manual summaries, newest first.

• Action
  Retrieve call quality metrics for a phone call leg

  Retrieve call quality metrics for a specific call detail record.

• Action
  Retrieve dial start timestamp of a phone call leg

  Retrieve a call detail's dial_starts_at (ISO 8601); 404 if the id is unknown.

• Action
  Retrieve the comment list of a meeting recording

  Retrieve a video detail's comments, wrapped as {"video_comments": [...]}.

• Action
  Retrieve the comment list of a phone call leg

  Retrieve a call leg's comments, wrapped as {"comments": [...]}.

• Action
  Retrieve the transcript of a meeting recording

  Retrieve a video's transcript, wrapped as {"phrases": [...]}.

• Action
  Retrieve the transcript of a phone call leg

  Retrieve a call's transcript, one entry per participant track.

• Action
  Retrieve topics extracted from a meeting recording transcript

  Retrieve the list of topics extracted from a video meeting transcript.

• Action
  Search phone call legs

  Searchable list of call-detail records, one row per call leg.

• Action
  Search phone calls

  Search parent phone-call records visible to the caller.

• Action
  Swap analysis participant

  Swap which participant's data is used as the primary source for call analysis.

• Action
  Update a meeting recording summary

  Update the text of an existing summary on a video.

• Action
  Update a meeting's access permission settings

  Update the access permission of a video; returns the updated settings.

• Action
  Update an existing comment on a phone call leg

  Replace the text of one comment on a call-detail record.

• Action
  Update a transcript phrase of a phone call leg

  Correct one transcript phrase, returning the stored phrase as {"phrase": {...}}.

• Action
  Update the after-call-work end time of a phone call leg

  Update a call detail's After Call Work end timestamp (ISO 8601); 409 if already finalized.

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