Connect Finmo and ShipStation

Both apps 41Finmo 22ShipStation 19

• 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.

• Trigger
  New or Updated Order

  Polling trigger: fires when an order is created or modified.

• Action
  Add Warehouse

  Create a new warehouse location.

• Action
  Create or Update Order

  Create a new order or update an existing one (upsert by orderNumber/orderKey).

• Action
  Delete Order

  Delete (deactivate) an order by its ShipStation order ID.

• Action
  Get Customer

  Retrieve a single customer by customer ID.

• Action
  Get Order

  Retrieve a single order by its ShipStation order ID.

• Action
  Get Product

  Retrieve a single product by ID.

• Action
  Get Rates

  Get shipping rate estimates for a carrier between two locations and package.

• Action
  Get Store

  Retrieve details of a single store by ID.

• Action
  Get Warehouse

  Retrieve details of a single warehouse by ID.

• Action
  List Carriers

  List the shipping carriers connected to the account.

• Action
  List Customers

  List customers in the ShipStation account.

• Action
  List Orders

  List orders, optionally filtered by status, customer, or modified date.

• Action
  List Products

  List products in the ShipStation catalog.

• Action
  List Stores

  Retrieve the list of stores connected to the account.

• Action
  List Warehouses

  List the ship-from warehouse locations configured in the account.

• Action
  Mark Order as Shipped

  Mark an order as shipped with a carrier code and tracking number.

• Action
  Update Product

  Update an existing product's details (SKU, name, price, weight, etc).

• Action
  Update Warehouse

  Update an existing warehouse's name/address/return address.

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