Connect Finmo and Telegram

Both apps 37Finmo 22Telegram 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.

• Trigger
  New Update

  Triggers when Telegram delivers an update to your bot. Choose which kind of update to watch — a new message, a button press, a membership change, and so on. Telegram allows one webhook per bot, so use a single New Update trigger per bot token.

• Action
  Ban Chat Member

  Ban a user from a group, supergroup or channel.

• Action
  Delete Message

  Delete a message from a chat.

• Action
  Forward Message

  Forward an existing message from one chat to another.

• Action
  Get Chat

  Get up-to-date information about a chat (user, group, or channel).

• Action
  Get Chat Member

  Look up one person's membership in a chat — whether they are a member, an administrator, restricted, or have left or been banned.

• Action
  React to Message

  Sets an emoji reaction on an existing message.

• Action
  Send Chat Action

  Send a chat action (e.g. typing, upload_photo) to indicate the bot is doing something.

• Action
  Send Document

  Send a general file/document to a chat.

• Action
  Send Location

  Send a point on the map to a chat.

• Action
  Send Message

  Sends a message from your bot.

• Action
  Send Photo

  Sends a photo from your bot.

• Action
  Send Poll

  Sends a poll from your bot.

• Action
  Send Video

  Send a video to a chat.

• Action
  Update Message

  Edit the text of a previously sent message.

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