Connect Finmo to Responder Live (רב מסר)

Both apps 38Finmo 22Responder Live (רב מסר) 16

• 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

  Uploads a file to an application as a document.

• 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
  Add list

  Creates a new subscriber list in the Responder account.

• Action
  Add personal field

  Creates a new personal (custom) field on the account or on a specific list.

• Action
  Add tag to subscriber

  Adds one or more tags, by name, to an existing subscriber.

• Action
  Add unwanted email

  Adds an email address to the account's unwanted list so it no longer receives mailings.

• Action
  Create Subscriber

  Creates a new subscriber in one or more of your Responder lists.

• Action
  Delete subscriber

  Removes a subscriber from the Responder account.

• Action
  Delete tag from subscriber

  Removes a tag from a subscriber in Responder.

• Action
  Find a Subscriber

  Searches a list for subscribers matching a keyword (such as an email, phone or name) and returns the matching subscribers.

• Action
  Get list

  Returns a single Responder list by its ID, including its name, public name, sender and settings.

• Action
  List lists

  Returns all mailing lists in the Responder account, with each list's name, settings and subscriber count.

• Action
  List personal fields

  Returns the account-level personal fields defined in Responder, with their type, position and select options.

• Action
  List subscribers

  Returns the subscribers of a Responder list, with their contact details, status and personal field values.

• Action
  List tags

  Returns all subscriber tags defined in the Responder account.

• Action
  Unsubscribe subscriber

  Marks a subscriber as unsubscribed, identified by subscriber ID, email address or phone number.

• Action
  Update personal field

  Updates an existing personal field's name, type, visibility, position, default value or options.

• Action
  Update subscriber

  Updates an existing subscriber's name, email, phone, personal fields, tags and subscription status.

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