Connect Finmo to Stedi

Both apps 31Finmo 22Stedi 9

• 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 event destination

  Create a new event destination for receiving Stedi webhook events.

• Action
  Check eligibility

  Runs a real-time eligibility and benefits check (X12 270/271) against a payer for a patient and returns the payer's coverage and benefits response.

• Action
  Delete event destination

  Permanently deletes a Stedi event destination so it stops receiving events. This cannot be undone; to pause delivery instead, update the destination's status to DISABLED.

• Action
  Find payers by criteria

  Searches the Stedi Payer Network for payers matching a name, payer ID or alias, optionally filtered by supported transaction types, coverage types, operating states and insurance programs. Returns matching payers ranked by relevance.

• Action
  Get event destination

  Retrieve an event destination by id.

• Action
  Get payer

  Retrieve a single payer record by id.

• Action
  List event destinations

  Lists the event destinations configured in your Stedi account, optionally filtered by status or event type.

• Action
  List payers

  Lists every payer Stedi supports, with payer IDs, aliases, supported transactions and enrollment requirements.

• Action
  Update event destination

  Updates an existing Stedi event destination's name, URL, subscribed event types, description, status or concurrency limit. Fields left blank are not changed.

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