Connect Finmo to Rezdy

Both apps 37Finmo 22Rezdy 15

• 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 availability

  Creates a new availability session for a Rezdy product at a specific start time, with its seat count and optional price overrides. Returns the created session.

• Action
  Add booking

  Creates a new booking in Rezdy for one or more products and returns its order number.

• Action
  Add customer

  Creates a new customer in your Rezdy account and returns the created customer record.

• Action
  Delete booking

  Cancels an existing Rezdy booking and returns the cancelled booking. Rezdy notifies the customer unless notifications are turned off, and refunds Automated Payment bookings.

• Action
  Find availability

  Returns the sessions of one or more products in a date range, with seats available and pricing for each session.

• Action
  Find bookings

  Returns the bookings that match your search, such as a customer name, order status, product, tour date or creation date.

• Action
  Find customers

  Returns customers whose first or last name, company name or email match the search text.

• Action
  Find products

  Returns your Rezdy products whose name, product code or internal code match the search text, or all your products when the search is left blank.

• Action
  Find vouchers

  Returns the gift card vouchers in your Rezdy account whose voucher code matches the search text.

• Action
  Get booking

  Returns one Rezdy booking by its order number, including the customer, booked items, participants, payments and booking fields.

• Action
  Get customer

  Returns a customer by their Rezdy ID, including contact details, address and marketing preferences. An error occurs if the customer is not found.

• Action
  Get product

  Returns one Rezdy product by its product code, including its price options, images, extras and booking fields.

• Action
  Update availability

  Updates one session of a product, identified by its local start time, changing its total seats, seats available, or session prices. Returns the updated session.

• Action
  Update booking

  Updates an existing booking's customer, booking fields, participant details, pickup location and reseller details. Details you leave blank keep their current values.

• Action
  Update product

  Updates an existing Rezdy product's details, booking fields and price options, and returns the updated product.

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