Connect Finmo and Udemy

Both apps 37Finmo 22Udemy 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 Course Question

  Triggers when a student asks a new Q&A question in one of your courses.

• Trigger
  New Course Review

  Triggers when a student leaves a new review on one of your courses.

• Trigger
  New Direct Message Thread

  Triggers when a student starts a new direct message conversation with you (Udemy's automated messages are skipped).

• Action
  Delete Question

  Deletes a Q&A question from one of your courses.

• Action
  List Course Questions

  Returns Q&A questions across the courses you teach, filterable by status and course.

• Action
  List Course Reviews

  Returns reviews of the courses you teach, filterable by status, course and star rating.

• Action
  List Message Threads

  Returns your direct message threads with students, filterable by status or person.

• Action
  List Question Replies

  Returns the replies to one Q&A question in a course.

• Action
  List Taught Courses

  Returns the courses you teach on Udemy, optionally only those a given student is enrolled in.

• Action
  List Thread Messages

  Returns the messages in one direct message thread.

• Action
  Mark Question Read

  Marks a Q&A question in one of your courses as read or unread.

• Action
  Reply to Question

  Posts a reply to a student's Q&A question in one of your courses.

• Action
  Send Message

  Sends a message in an existing direct message thread with a student.

• Action
  Update Message Thread

  Marks a direct message thread read, important, muted or blocked.

• Action
  Update Question Reply

  Edits a Q&A reply's text or marks it as the question's top answer.

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