Connect Finmo and Trint

Both apps 32Finmo 22Trint 10

• 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 Folder

  Triggers when a new folder is created in Trint, optionally only within one workspace or shared drive.

• Trigger
  New Transcript

  Triggers when a transcript finishes transcribing in Trint.

• Trigger
  New Trint as CSV File

  Triggers when a Trint transcript finishes transcribing, and returns a download link for the full transcript exported as a CSV file.

• Action
  Add folder

  Creates a new Trint folder, optionally nested inside an existing folder or placed in a specific workspace or shared drive.

• Action
  Export transcript

  Exports a finished Trint transcript in the chosen format (Word, text, HTML, JSON, XML, CSV, captions or editing timelines) and returns its title and a download link.

• Action
  Get folder

  Returns a single Trint folder by its id, including its name and parent folder.

• Action
  Get transcript

  Returns the details of a single Trint file (transcript, caption or story) by its ID, including title, language, duration and excerpt.

• Action
  List folders

  Returns every Trint folder available to you, optionally limited to one workspace or shared drive.

• Action
  List transcripts

  Returns the transcripts, captions and stories in your Trint account, or in a Shared Drive or folder. Returns up to 1000 files.

• Action
  Upload File

  Uploads an audio or video file to Trint and starts transcribing it. Returns the id of the new transcript.

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