Connect Finmo and Transifex

Both apps 48Finmo 22Transifex 26

• 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
  Localization Activity Completed

  Triggers when localization activity completes on a Transifex project, such as a language being fully translated, reviewed or proofread.

• Action
  Add project

  Creates a new Transifex project in an organization with the given source language.

• Action
  Add resource

  Creates a new, empty resource in a Transifex project with the chosen file format.

• Action
  Add resource string comment

  Creates a comment or issue on a Transifex resource string for a given language.

• Action
  Add task

  Creates a translation task in a Transifex project for the chosen languages and source strings.

• Action
  Delete project

  Permanently deletes a Transifex project.

• Action
  Delete resource

  Deletes a resource (source file) from a Transifex project.

• Action
  Download File

  Downloads the translated file of a Transifex resource for one language, waiting for Transifex to prepare it.

• Action
  Get project

  Returns the details of a Transifex project, including its name, slug, settings and related source language, organization and team.

• Action
  Get resource

  Returns the details of a Transifex resource, including its name, slug, priority, categories and string/word counts.

• Action
  Get resource string

  Returns the details of a single resource string in Transifex, including its key, source text, tags and context.

• Action
  Get resource translation

  Returns one resource translation: the translated text of a source string in a target language, with its review and proofread status.

• Action
  Get task

  Returns a single Transifex task, including its name, status, priority, due date and project.

• Action
  List languages

  Returns the languages Transifex supports, optionally narrowed to specific language codes.

• Action
  List projects

  Returns the projects that belong to a Transifex organization, optionally filtered by slug or name.

• Action
  List resources

  Returns the resources (source files) in a Transifex project, optionally filtered by slug or name.

• Action
  List resource string comments

  Returns the comments and issues left on source strings in a Transifex organization, optionally narrowed by project, resource, string, author, status, priority or date.

• Action
  List resource strings

  Returns the source strings of a Transifex resource, optionally filtered by key, tags or modification date.

• Action
  List resource translations

  Returns the translations of a resource's strings in one target language, with optional filters by status, translator, origin, tags and dates.

• Action
  List tasks

  Returns the tasks in a Transifex organization, optionally filtered by project, name, status, assignee, creator, dates or language.

• Action
  List teams

  Returns the teams that belong to a Transifex organization, optionally filtered by team slug or name.

• Action
  Update project

  Updates a Transifex project's name, description, URLs, license, visibility, tags and fill-up settings.

• Action
  Update resource string

  Updates a source string in a Transifex resource: its text, tags, character limit or translator instructions.

• Action
  Update resource translation

  Updates the translated text of a resource string in one target language, and/or marks that translation as reviewed or proofread.

• Action
  Update task

  Updates a Transifex task: change its name, description, priority or due dates, mark it completed, reopen it, or toggle exclusive editing.

• Action
  Upload File

  Uploads a new source file for a Transifex resource and returns the upload job with its status.

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