STEP 1
Select Finmo in workflow
Pick Finmo app in the workflow builder [4] - just one click to select the app.
Finmo Integration
Mortgage application platform for brokers to manage deals, borrowers, and lender submissions. Sync Finmo invoices, payments, and financial records with CRM, billing, and operations tools. When Watch Events arrives, automatically continue with Search Applications or Create an Application.
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- GDPR
- Data Encryption
- 2FA
- Local Data Region
Supported triggers and actions for Finmo integration
Triggers can detect changes in Finmo and run actions that can create, search or modify data inside Finmo automatically [3] — exactly how you set them.
- Watch EventsTriggers when a specified event occurs in deals, documents, lenders, borrowers.
- Search ApplicationsSearches for applications by specified criteria.
- Create an ApplicationCreates a new application.
- Make an API CallPerforms an arbitrary authorized API call.
How to integrate Finmo in automation workflow?
3 simple steps to make your Finmo connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.
STEP 2
Connect Finmo
When prompted, authorize access to Finmo in WEXTL once. Finmo credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].
WEXTL wants to integrate with your Finmo account. Approve?
STEP 3
Build a workflow
Build your workflow with Finmo yourself or with WEXTL® AI Builder. Connect Finmo to any available integrations [5], or use HTTP node to go beyond them.
Finmo
How Finmo connects and integrates with WEXTL
Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Finmo app is called in workflows. That allows your finance automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Finmo supports.
The following table illustrates what fields Finmo integration require during authorization flow inside our workflow builder [4].
Video slide demonstrates how Finmo is connected in WEXTL builder [4].
| Field | Type | Help |
|---|---|---|
API Key / TokenRequired | text | A token can be generated from |
EnvironmentRequired | select | — |
Connect Finmo to popular apps on WEXTL
Enter a name of the other app you want to sync with Finmo below. Click on selected app to explore integration options with Finmo. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.
Example automation with Finmo integration
Select Watch Events trigger from Finmo - this will be a starting point in your automation. Whenever event happens in Finmo, workflow will start [7] from Watch Events node.
Search for Create an Application, connect it as the next step of integration sequence. You can use filters between Watch Events and Create an Application, so only important data pass from Watch Events to the next step. WEXTL gives you full control over the process of Finmo automation. All parts of workflow are visible on the canvas [4].
Finmo on WEXTL has 4 modules for building finance automations. Explore Finmo documentation for more.
Video slide demonstrates how Watch Events and Create an Application [6] nodes are used in Finmo workflow.
Frequently asked questions
Common questions about automating Finmo in your workflows.
Finmo has 1 trigger, including "Watch Events". Triggers are start points of the workflow, and automations may start from them.
Integration has 3 actions, including "Search Applications", "Create an Application", and "Make an API Call". Refer to our Finmo Documentation for detailed inputs and outputs.
No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but our customers do that in rare cases [4].
Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.
The Finmo integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Finmo official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.
Absolutely. Where Finmo provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Finmo or any other service sends event to webhook URL.
WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Finmo inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Finmo modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.
References
List of sources used to gather information about the Finmo integration.
- Finmo integration source code, module specs and credentials implementation.
- Internal Finmo integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official Finmo vendor API documentation — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® Visual Workflow Builder, anonymized data from our technical support team.
- WEXTL® Apps Library
- WEXTL® Finmo App Documentation
- WEXTL® Workflow Scheduler
- WEXTL® HTTP node documentation